Consultants Tab of the Plan Settings Dialog Box

If planning is enabled for consultants, use the Consultants tab on the Plan Settings dialog box to specify the planning level for consultants and the billing rate methods, tables, and multipliers for consultants.

If you create a plan for a promotional or overhead project (charge type is Promotional or Overhead), this tab does not display. You cannot enter planning information for consultants for those types of projects.

Contents: General

Field	Description
Planning Level	Use this drop-down list to select the work breakdown structure (WBS) levels at which you will plan consultants for the project: Project, Phase, Task: Plan consultants at the specific level of the WBS that you select. For example, if you select Phase, you plan consultants at the phase level of the WBS. If the plan structure has branches that do not extend down to the selected WBS level, you can plan consultants at the lowest level in those branches. Lowest Level: Plan consultants at the lowest level of each branch of the plan structure. For example, if the lowest level is the phase level for one branch and task level for another, you enter consultants plan data for the first branch at the phase level and for the second branch at the task level. If you later change the planning level and planned consultant amounts exist at a level lower than the new planning level, Vantagepoint notifies you that those planned amounts must be removed before the change can occur.
Plan in Calendar Periods	If your role has access rights to enable consultant planning in calendar periods on a plan-by-plan basis, select this checkbox to plan reimbursable and direct consultants in calendar periods for the project. When you plan consultants in calendar periods, use the Sub-Row Selection dialog box ( > Sub-Row Selection) to specify which cost and/or billing sub-rows display for planned, actual, and baseline consultant data in the calendar section of the grid. The sub-rows that you can choose to display depend on your system administrator's selections in Settings > Resource Planning > Grids. If you select to display the Planned Cost and/or Planned Billing sub-rows, this setting enables you to enter or update planned consultant amounts in calendar periods within the plan date range. The ability to edit planned amounts depends on the specified budget type for the plan, applied markup settings, and if the currencies shown in the plan differ between cost and billing. If you select this checkbox and apply markup settings in the Reimbursable Consultant Billing Markup section on this tab, you can enter amounts only in the Planned Cost field in the calendar periods when you display planned sub-rows. The Planned Billing field displays the amount based on the planned cost amount and the markup settings (rate method or multiplier) for the reimbursable consultant assignment. If you clear this checkbox, Vantagepoint does not remove any existing plan or baseline data in the calendar periods and will restore previously planned values when you re-enable this setting.

Contents: Reimb. Consultant Billing Markup

Use these fields to define the settings for reimbursable consultant planned amounts on Regular projects.

If you select Cost in Budget Type on the General tab of this dialog box, or if the Use Billing (Not Project) Currency for Reporting option is selected in Settings > Accounting > Labor Options and the project currency is not the same as the billing currency, Billing Rate Method automatically defaults to None and the Consultants Rate Method, Rate Table, Recalculate Planned Billing, and Billing Multiplier fields are display-only.

Field	Description
Recalculate Planned Billing	Under normal circumstances, you never need to select this checkbox. Each time you display a plan or you save settings for a plan, all plan assignments are automatically recalculated based on the current settings. The exception is if the plan was a Vision or iAccess plan converted to Vantagepoint. Converted assignments may have rate information that was saved for specific calendar periods while in Vision or iAccess. Following conversion, those plan amounts, by default, are not automatically recalculated when you save plan settings in Vantagepoint. If you converted the plan from Vision or iAccess and you want all reimbursable consultants billing amounts in the plan to be recalculated automatically, select this checkbox and then save the plan settings. You need to do this only once; from that point forward, the reimbursable consultants billing amounts will be recalculated automatically.
Consultants Rate Method	Select one of the following as the consultant billing rate method for the plan: Multiplier Only: Use a multiplier without a rate table: Planned cost x Billing multiplier. From Account Rate Table: Use the rate for the consultant expense account from an expense account rate table. If no rate is found, use Planned cost x Billing multiplier. From Category Rate Table: Use the rate for the consultant expense category from an expense category rate table. If no rate is found, use Planned cost x Billing multiplier. None: The planned billing amount is set to the planned cost.
Rate Table	If you selected a consultant billing rate method other than Multiplier Only or None, select a consultant billing rate table for the plan. The only rate tables displayed for selection are those that match the rate method you selected (expense account tables or expense category tables) and that are marked as available for planning.
Billing Multiplier	If you selected Multiplier Only in Consultants Rate Method, enter a multiplier for calculating billing amounts for reimbursable consultants (1.2500, for example). If you selected From Account Rate Table or From Category Rate Table in Consultants Rate Method, enter a multiplier to use for calculating billing amounts if the specified rate table does not include a rate for the expense account or expense category.

Contents: Direct Consultants

Field	Description
Billing Multiplier	The multiplier is displayed for informational purposes only on Regular projects. The value is always 1.0000 and cannot be changed. The planned cost and planned bill amounts for direct consultants are always the same.