Deltek Vantagepoint Help

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Enable Planning in Calendar Periods for Expenses and Consultants

In Resource Planning Settings, use the options on the Plan Settings form to allow expense and consultant planning in calendar periods.

If you set up multiple companies in Vantagepoint, the decision to enable planning for expenses and consultants in calendar periods is made separately for each company.

To enable the company to plan for expenses and consultants in calendar periods:

  1. In the Navigation pane, select Settings > Resource Planning > Plan Settings.
  2. On the Plan Settings form, set one or both of the following options to Yes: Enable Expense Planning and Enable Consultant Planning.
    The Allow Expense Planning in Calendar Periods and/or Allow Consultant Planning in Calendar Periods options display.
  3. Do either one or both of the following:
    • If you enabled expense planning, set the Allow Expense Planning in Calendar Periods to Yes.
    • If you enabled consultant planning, set the Allow Consultant Planning in Calendar Periods to Yes.
  4. In the Default Plan Settings When Creating a New Project section of the Plan Settings form:
    • Set the Use Calendar Periods for Expense Planning to Yes to automatically enable planning expenses in calendar periods for each new project.
    • Set the Use Calendar Periods for Consultant Planning to Yes to automatically enable planning consultants in calendar periods for each new project.
    If your role has access rights to enable or disable planning in calendar periods for individual plans, use the Plan in Calendar Periods checkbox on the Expenses and/or Consultants tabs of the Plan Settings dialog box in Hubs > Projects > Plan. Vantagepoint does not remove any existing plan and baseline data and will restore previously planned values in calendar periods when you re-enable settings.