Project Settings
Use the Project settings forms to select options related to entering budgets, compensation and contract amounts, and service estimate information for projects. If Vantagepoint is set up to support multiple companies, these settings apply to all of your companies.
- Related Topics:
- Budget Settings
The project budget settings determine which types of columns can be displayed on the Budget form in the Projects hub. - Contract Management Settings
The contract management settings specify the work breakdown structure levels at which project compensation amounts and contract detail amounts can be entered, indicate whether or not to synchronize compensation amounts with contract amounts, and define defaults for allocating estimated fees. - Estimated Fee Settings
If your only activated Vantagepoint modules are CRM or CRM Plus, use the Estimated Fee settings form to specify the default settings that define how the estimated fees for a project will be spread over time on the Project Forecast report. These defaults can be overridden for individual projects. - Estimates Settings
Use the estimate settings to enable and specify defaults for service and proposal estimates. Service estimates enable you to create a simple estimate that denotes the billing value and cost value for a project you are pursuing, using generic labor resources, consultants, expenses, and units. Proposal estimates allow you to insert a project estimate into your proposal. - Project Templates
Use project templates to create new projects with a pre-defined work breakdown structure (WBS) and field values.
Parent Topic: Settings