Deltek Product Release

Make Smarter Project Choices: A Practical Guide to Planning Scenarios and Change Orders/Additional Services in Vantagepoint

When a project’s future feels uncertain, the teams that win are the ones who prepare for multiple outcomes. Vantagepoint gives you practical tools to create alternate plans, isolate proposed scope changes, and compare everything side-by-side, so you can explore options, reduce surprises, and make clearer decisions.

Why This Matters

Projects change. Staffing shifts, clients ask for adjustments, and scopes expand. Scenario planning and disciplined change-order workflows let you test different staffing or schedule choices, quantify impacts on labor and margin, and pick the path that best protects delivery and profitability. The goal is not just to capture snapshots, but to give teams a clear, auditable record of contractual decisions and the ability to compare alternatives quickly.

The Four Plan Features (What They Are and When to Use Them)

Scenarios: Test “What If” Options

Create alternate “what-if” plans (for example: optimistic, conservative) to experiment with scope, schedule, fee and team without touching your live plan. Scenarios are ideal for exploring tradeoffs before you commit.

Test optimistic and conservative plans side by side, before committing to your live project plan Test optimistic and conservative plans side by side, before committing to your live project plan

Versions: Full Snapshots of a Plan

A version is a complete copy of the plan at a particular moment. Use versions when you want an exact, point-in-time record of everything in the plan, which is useful for rollback, audits, or detailed comparisons.

Change Orders/Additional Services: Isolate Proposed Scope Changes (Then Merge)

Model proposed scope additions or contract changes in their own change order plan. This isolates the evaluation process without disrupting the execution of the active plan. When a change is approved, merge it into the live plan and into the live baseline. This workflow preserves continuity while giving you a controlled way to evaluate alternatives before accepting the change.

Evaluate scope changes safely, then merge approved work into the live plan and baselineEvaluate scope changes safely, then merge approved work into the live plan and baseline

Multiple Baselines: Contractual Truth, Not Daily Edits

A baseline captures the contractually agreed scope at a milestone or after an approved change. Baselines should represent the original scope plus approved changes, not every day-to-day tweak. Keep prior baselines as a running record so you can do retrospective analysis of contractual changes over time.

Capture approved scope at key milestones, not every daily plan changeCapture approved scope at key milestones, not every daily plan change

Plan Summary: The Single Place to Compare and Decide

The plan summary gives you a consolidated view of labor, expenses, consultants, and units inside each plan, and lets you compare scenarios, versions, baselines, and change orders side-by-side. Instead of flipping between tabs for labor, expenses, and consultants, you can now see totals across these dimensions and understand the overall impact of each plan. This allows teams to quickly evaluate tradeoffs and present a clear picture to stakeholders.

See the full impact of every plan in one consolidated viewSee the full impact of every plan in one consolidated view

Everyday Workflows: How Teams Use These Features

  • Negotiating a change order or additional service: Build the change in a change order plan, compare its totals with the active plan in the plan summary, present impacts to stakeholders, and merge only when approved.
  • Handling a staffing squeeze: Create scenarios (hire contractors, phase work, or reassign staff), compare schedule and margin impacts, and select the least risky option.
  • Bidding smarter: Model ideal and conservative delivery plans. Use side-by-side totals to compare delivery approaches before final proposal.
  • Learning after delivery: Keep the original baseline and the final plan, then compare them to understand how the project evolved contractually and how the plan changed over time. Use these insights for retrospective analysis to improve future project estimates and processes.

Simple Habits That Make These Features Powerful

  • Name plans clearly. Use consistent naming (e.g., Baseline_2025-01-01, COA-Proposed, Optimistic-v2).
  • Use change order plans for proposed scope changes. Keep score changes separate until they’re approved.
  • Save baselines at contract milestones. Capture plans at proposal, approval, and handoff. Keep earlier baselines for retrospectives.
  • Reserve versions for full snapshots. Save copies of your plans over time to keep a version history.
  • Run a short demo. A quick 10–15 minute walkthrough helps teams adopt these patterns fast.

Try This One-Step Experiment

Create a change-order plan for a small, current scope change and compare it to your active plan in the plan summary. You’ll immediately see labor, expense, and consultant impacts, while getting comfortable with isolating proposed work until it’s approved.

Getting Started & Next Steps

Vantagepoint puts resource planning where teams do their work: scenarios to experiment safely, versions to snapshot, change orders to isolate, and baselines to record contractual truth, all connected by a plan summary for fast, confident comparisons.

Stay Up to Date with Deltek Vantagepoint

Join the Vantagepoint Customer Town Hall to learn what’s new in the solution.

Contributors

Author

Dawn Gajewski

Senior Director, Project Management

As Senior Director, Project Management, Dawn Gajewski helps further develop Deltek Vantagepoint to be the best-of-breed ERP software in the industry. Dawn spent over 17 years at a large architecture and engineering firm, working closely with project managers and managing all aspects of Deltek Vision for the entire organization, which has given her unique insight that she brings to her role at Deltek.

Featured Thoughts

Construction workers looking up at building

Article

What's New in Specpoint: A Look at Our Q1 & Q2 2026 Updates

Explore Specpoint’s latest updates and experience a smarter specification management process

Working on laptop

Article

How AI in the Flow of Work is Changing the Way Consulting Firms Operate

Learn how consulting firms are embedding AI into the flow of work directly into how decisions get made, projects get managed, and revenue gets delivered.

Accountant reviewing a digital e-invoice

Article

The Pricing Workflows That Lived Outside the System Finally Have a Home

Discover how ProPricer helps GovCon teams close workflow gaps where critical proposal work has long lived outside the system of record.

professional reviewing a business proposal

Article

Modernizing Services Proposal Pricing for GovCon

Discover how government contractors can bring services proposal pricing into a governed workflow with greater traceability, control, and confidence.

Business Professionals Reviewing Project Performance Analytics and KPI Charts on Tablet in Team Meeting

Article

Your Material Estimation Process May Work. What Happens When You Must Prove It?

Most proposals don't lose on price. They lose on defensibility. Learn why material estimation traceability is your biggest proposal risk — and what to do about it.