TIME COLLECTION ACCOUNTS

Summary

Use this application to link Time Collection account types to Costpoint accounts. You can then export the account/Time Collection account type combination to Deltek Time Collection 5.x or greater via the Export Data to Deltek Time & Expense 5.x+ application. You can also assign Time Collection account types to accounts in the Maintain Accounts screen in Costpoint General Ledger.

Note: This application is available if you are licensed for Deltek Time Collection and you selected the "Time Collection 5.x" option or greater in the Deltek Time & Expense group box in the Corporate Labor Settings subtask of the Labor Settings screen in Costpoint Labor.  It is also available if you are licensed for Deltek Employee Expense and you selected the "Time Collection 6.x" option or greater in the Deltek Time & Expense group box in the Corporate Labor Settings subtask of the Labor Settings screen in Costpoint Labor.

Select Time Collection Account Types

The table window in this group box displays the Time Collection Account Type codes that currently exist in the Time Collection Account Types screen.

In order to assign a Time Collection Account Type code to a Costpoint account:

1.         In the Select Time Collection Account Types group box, highlight the Time Collection Account Type code that you would like to link to a Costpoint account. A Costpoint account can only have one Time Collection account type code; however, you can assign the same Time Collection Account Type code to multiple Costpoint accounts.

2.         In the Selected Time Collection Accounts group box, highlight the Costpoint Account rows to which you would like to link the Time Collection Account Type code.

3.         Select the Create Link pushbutton to assign the selected Time Collection Account Type code to the selected Costpoint Account rows in the Selected Time Collection Accounts group box (the Time Collection Account Type and Description columns will populate accordingly for each account row).

Create Link

Select this pushbutton to assign the Time Collection Account Type to the selected Costpoint Account in the Selected Time Collection Accounts group box.

Clear Link

Select this pushbutton to remove the Time Collection Account Type from the selected Costpoint Account in the Selected Time Collection Accounts group box.

Selected Time Collection Accounts

This group box displays your Costpoint account and the Time Collection Account Type code to which it is assigned. When you initialize the screen, this table window populates with all Costpoint Accounts from the Maintain Accounts screen in Costpoint General Ledger. You can highlight one, multiple contiguous, or multiple non-contiguous account rows, and select the Create Link pushbutton to assign the Time Collection Account Type to the selected rows. To remove the link, highlight the row(s) in this table window and select the Clear Link pushbutton.

Note: To select multiple contiguous accounts, hold the Shift key on your keyboard and highlight those rows with your cursor. To select multiple non-contiguous accounts, hold the Ctrl key on your keyboard and highlight those rows with your cursor.

Account

This field displays the account ID.

Name

This field displays the account name.

Time Collection Account Type

This field displays the Time Collection account type code that is assigned to this account.

Description

This field displays the description of the Time Collection Account Type code.