Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Specify Cost and Billing Rates for Plans

To specify the budget type, the cost and billing rates, and other settings to use for the currently selected project plan, display the Plan Settings dialog box. When you save the settings, Vantagepoint recalculates all planned cost and billing amounts for labor and units, and all billing amounts for expenses and consultants.

To specify rate information that is used to calculate planned cost and/or billing amounts:
  1. In the Navigation pane, select Hubs > Projects > Plan.
  2. At the top of the Plan form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to enter rate information.
  3. On the Actions bar, click Other Actions > Plan Settings.

    If the plan is not already checked out to you, this action automatically checks it out.

  4. On the General tab of the Plan Settings dialog box, select the budget type for the plan.
  5. On the Labor, Expenses, Consultants, and Units tabs, specify the rate methods, rate tables, and multipliers that you want to use to calculate plan amounts.

    If you selected Cost and Billing in Budget Type on the General tab, you enter both cost rate and billing rate information. If you selected either Billing or Cost in Budget Type, you only enter the corresponding type of rate information.

  6. Click Save.
  7. When a message displays asking you to confirm that you want to save your entries, click Yes.

    The settings are saved, and all planned amounts are recalculated based on the current settings.