Deltek Vantagepoint Help

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Contents of the Options Dialog Box

Use the fields and options on the Options dialog box to set the dates used for job-to-date (JTD) and estimate-to-complete (ETC) calculations for the Financials tab of the Project Review form and to select the types of data to include on that tab.

Contents

Field Description
JTD Hours and Amounts Through:

Select one of the options in the table below to set the date through which to calculate JTD hours and amounts. Whichever JTD date option you select, the starting date for calculating ETC hours and amounts is always the day following the JTD date. The current ETC date displays to the right of the JTD Hours and Amounts Through field.

Option JTD Is Calculated Through... Notes
Today's Date Today
Yesterday's Date Yesterday
Last Week's End Date End date of the prior week (the week prior to the one in which today falls) The last day of the week is determined based on the day selected in Starting Day of Week on the Plan Settings form (Settings > Resource Planning > Plan Settings). If Vantagepoint is set up to have multiple companies, the starting day of the week for the project's company is used to determine the last day of the week.
Last Timesheet Period's End Date End date of the prior timesheet period (the timesheet period prior to the one in which today falls) This date is determined based on the timesheet period date ranges specified on the Time Periods form (Settings > Time > Time Periods). If Vantagepoint is set up to have multiple companies, the time periods set up for the project's company are used.
Specific Date Date that you specify When you select this option, a field for selecting the date displays next to this field.
Selected Period End End date of the currently selected accounting period The currently selected accounting period end date displays on the main Vantagepoint toolbar in the upper-right corner of the page. Click that date to select a different accounting period.

For all options except Selected Period End, Vantagepoint compares the JTD date to individual transaction dates to determine which to include in JTD hours and amounts. If you select the same JTD date option that is selected on the Plan Settings form (Settings > Resource Planning > Plan Settings), corresponding hours and amounts on the Project Review form and on the Plan form for the project should match.

If you select Selected Period End, transaction dates are not used. Instead, Vantagepoint compares the selected accounting period to the periods in which transactions were posted to determine which to include in JTD hours and amounts. For example, a time record that is dated within the currently selected accounting period, 03/2022, but was posted in 04/2022 is not included in JTD calculations as of the end of 03/2022.

If you select Selected Period End, be aware of the following limitations:
  • ETC and estimate-at-completion (EAC) values cannot be calculated. As a result, the following will not display:
    In Cost View
    • ETC Planned Cost column
    • EAC Planned Cost column
    • EAC Planned Profit key performance indicator
    • EAC Planned Multiplier key performance indicator
    In Billing View
    • ETC Planned Billing column
    • EAC Planned Billing column
    • EAC Planned Variance key performance indicator
    • EAC Planned Ratio key performance indicator
  • Including unposted time and committed purchase order expense cannot be supported, so the Include Unposted Time and Include Committed Purchase Order Expense options are not available.
Include Cost and Overhead Instead of Burden This checkbox is available only if Enable Reporting at Burdened Rates is selected on the Labor Options settings form (Settings > Accounting > Labor Options).

Select this checkbox to display separate Overhead and Direct Labor rows in the grid. Those rows break out the overhead and direct cost amounts that are included in Total Labor amounts. In that case, Average Rate/Hour contains the rate for unburdened direct labor. This approach is commonly used when budgeted and planned labor amounts do not include overhead.

If you do not select this checkbox, Overhead and Direct Labor rows are not displayed, and Average Rate/Hour contains the burdened rate for direct labor. This approach is commonly used when budgeted and planned labor amounts include overhead.

Estimate Overhead If this checkbox is selected, overhead is estimated for the period for which overhead has not yet been allocated. Those estimates are based on the options selected on the Overhead Allocation settings form (Settings > Accounting > Labor Options).

If Enable Reporting at Burdened Rates is selected on the Labor Options settings form (Settings > Accounting > Labor Options) but the Include Cost and Overhead Instead of Burden checkbox on this dialog box is not selected, this option is not available because the grid does not display overhead separately in that case.

Include Unposted Time Select this option to include hours and related cost and billing amounts from timesheets that have not yet been posted.

If you set the JTD Hours and Amounts Through option to Selected Period End, this option is not available.

Include Committed Purchase Order Expense When you final print a purchase order, Vantagepoint creates a committed expense for each of its line items. Select this checkbox to include those committed expenses in expense amounts. By including committed expenses, you can see major upcoming costs that will affect a project's bottom line.

If you set the JTD Hours and Amounts Through option to Selected Period End, this option is not available.

Exclude Direct/Indirect Expenses Select this checkbox if you do not want to display direct or indirect expense amounts on the Financials tab or use them in calculating other values displayed on the tab.
Exclude Reimbursable Expenses Select this checkbox if you do not want to display reimbursable expense amounts on the Financials tab or use them in calculating other values displayed on the tab.
Exclude Direct/Indirect Consultants Select this checkbox if you do not want to display direct or indirect consultant amounts on the Financials tab or use them in calculating other values displayed on the tab.
Exclude Reimbursable Consultants Select this checkbox if you do not want to display reimbursable consultant amounts on the Financials tab or use them in calculating other values displayed on the tab.