Deltek Vantagepoint Help

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Units Tab of the Plan Settings Dialog Box

Use the Units tab on the Plan Settings dialog box to recalculate planned cost or planned billing amounts and to specify the billing multiplier for units.

This tab is available only if the following are true:
  • The Resource Planning module is activated.
  • In Settings > Resource Planning > Plan Settings, Unit Planning is enabled for the project's company.
  • In Settings > Security > Roles, access rights to the Units tab on the Plan form is enabled for your role.

To use the options on this tab, the Allow Changes to Rate/Method Tables checkbox must be selected for your role on the Planning tab in Settings > Security > Roles.

Contents

Field Description
Recalculate Planned Cost If you make a change to rate information in the unit tables and you want all unit cost amounts in the plan to be recalculated automatically based on the current settings, select this checkbox and then click Save. Unlike other planned amounts, those for units are not automatically recalculated when you display the plan or save plan settings. You must use this checkbox to request the recalculation.

This checkbox is disabled if, on the General tab of Plan Settings dialog box, you set the Budget Type option to Billing.

Contents: Unit Billing Multiplier

Field Description
Recalculate Planned Billing If you make a change to rate information on this dialog box or in the unit tables and you want all unit billing amounts in the plan to be recalculated automatically based on the current settings, select this checkbox and then click Save. Unlike other planned amounts, those for units are not automatically recalculated when you display the plan or save plan settings. You must use this checkbox to request the recalculation.

This checkbox is disabled if, on the General tab of the Plan Settings dialog box, you set the Budget Type option to Cost.

Billing Multiplier You can change the default value in this field and enter a multiplier for calculating billing amounts for planned units (1.2500, for example). When you click Save, Vantagepoint applies the billing multiplier to the unit assignment rows.

Planned billing amounts are calculated as follows: Planned unit quantity x Billing rate x Billing multiplier.

This checkbox is disabled if, on the General tab of the Plan Settings dialog box, you set the Budget Type option to Cost.