Use this screen to set up defaults for a timesheet line based on a project for a specific labor group type within an account group. This is the third level of defaults that is imported when you enter a project on the timesheet line. If you have entered information into any of the fields in the Default group box in the Assign PLC to Employee Work Force screen in Costpoint Project Setup and/or the Employee Project-Acct-Grp TS Defaults screen, the information entered in those screens is used instead of the information entered here.
You will not be able to access this screen if you selected the Enable Union Functionality checkbox in the Labor Settings screen.
Initialize this screen after setting up labor groups, account groups, accounts, organizations, reference numbers, pay types, labor locations, general labor categories, project labor categories, and workers' comp codes, but before entering timesheets.
This application contains functionality that allows you to compute and report multi-state withholding taxes, based on the tax regulations specific to each state.
Enter, or use Lookup to select, the labor group code to which this application applies. This is a required field. The description for this labor group displays to the right of this field.
Enter, or use Lookup to select, the account group code that applies to this labor group. Establish these codes in Costpoint Project Setup. This is a required field. The description for this account group displays to the right of this field.
Use the fields in this group box to specify fields for use as default values on a timesheet line for this employee, after entering the project on the timesheet line in the Enter Timesheets screen.
Enter, or use Lookup to select, the general ledger account number to default on the timesheet line. This is a required field. The description for this account displays to the right of this field. The Project Account Group and Account combination must be present in the Project Account Groups screen in Costpoint Project Setup.
Enter, or use Lookup to select, the organization to default on the timesheet line for this employee. The organization and account number must be linked in the Maintain Account/Org Links screen in Costpoint General Ledger. This is an optional field. The description for this organization displays to the right of this field.
Enter, or use Lookup to select, the reference number to default on the timesheet line for this employee. This is an optional field. The description for this reference number displays to the right of this field.
Enter, or use Lookup to select, the reference number to default on the timesheet line for this employee. This is an optional field. The description for this reference number displays to the right of this field.
Enter, or use Lookup to select, the pay type code that you want to default on the timesheet line for this employee. This is an optional field.
Enter, or use Lookup to select, the general labor category to default on the timesheet line for this employee.
Enter, or use Lookup to select, the project labor category code to default on the timesheet line for this employee. This is an optional field.
Enter, or use Lookup to select, the labor location to default on the timesheet line for this employee. This is an optional field.
Enter, or use Lookup to select, the workers' comp code to default on the timesheet line for this employee. This is an optional field.
Enter, or use Lookup to select, the employee's tax withholding state code for this project, if applicable.
Changes to this screen update the following tables:
Labor-Grp Project-Acct-Grp Timesheet Defaults:
ACCT
ACCT_GRP
BILL_LAB_CAT
GLC_CD
LAB_ACCT_GRP_DFLT
LAB_LOC
ORG
PAY_TYPE
REF_STRUC
WORK_COMP