TIME COLLECTION PROJECTS

Summary

Use this application to flag Costpoint Projects as Time Collection projects, Expense projects, or Time & Expense projects, which will then be exported to Deltek Time Collection 5.x or greater when you execute the Export Data to Deltek Time & Expense 5.x+ application. 

You can also flag projects for export to Deltek Time Collection or Time & Expense by selecting the appropriate Export Project value in either the Maintain Project Master or Basic Info screen in Costpoint Project Setup.

Note: This application is available if you are licensed for Time Collection and you have 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.

Projects

Use this group box to select and flag existing Costpoint projects as Time Collection projects, Expense projects, or Time & Expense projects, or as projects that should not be exported.

When you initialize the screen, the table window in this group box displays all projects from the Maintain Project Master and/or Basic Info screens in Costpoint Project Setup. Once you highlight project rows, you can select the appropriate Export Project Value from the drop-down box and select the Set Export Project Value pushbutton to assign the selected value to multiple projects.  You can also assign Export Project values to each project using the Export Project column in the table.

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

Project

This column displays the project ID.

Name

This column displays the project name.

Export Project

This column allows selection of each project's export project value. Its contents depend on the Time Collection version selected in the Corporate Labor Settings subtask of the Labor Settings screen and the licensing for Deltek Time & Expense. If you are licensed for both Deltek Time and Deltek Expense, you will see the following four options: 

Time Collection Project - Select this option to assign an export project type of "Time Collection Project" to the selected projects. Projects flagged as Time Collection projects will be exported to Deltek Time Collection 5.x or the Deltek Time module of Deltek Time & Expense and used in timesheet entry. You will not be able to use the project in any Deltek Expense transactions.

Expense Project - Select this option to assign an export project type of "Expense Project" to the selected projects.  Projects flagged as Expense projects will be exported to Deltek Time Collection 5.x or the Deltek Expense module of Deltek Time & Expense and used in expense transactions. You will not be able to use the project in any Deltek Time or Deltek Time Collection timesheet transactions. This option will be available only if you are licensed for Deltek Expense.

Time & Expense Project - Select this option to assign an export project type of "Time & Expense Project" to the selected projects. Projects flagged as Time & Expense projects will be exported to Deltek Time & Expense or Deltek Time Collection 5.x and used in both expense and timesheet transactions. This option will be available only if you are licensed for Deltek Expense.

Not Applicable - Select this option to assign an export project type of "Not Applicable" to the selected projects. Projects flagged as not applicable will not be exported to Deltek Time & Expense or Deltek Time Collection 5.x. 

You can either assign an Export Project value to each project using this drop-down box or you can assign Export Project values to multiple projects using the Set Export Project Value pushbutton along with the Export Project Value drop-down box at the bottom of the screen.

Export Project Value

This drop-down box will display the export project type options. Its contents depend on the Time Collection version selected in the Labor Settings screen and the licensing for Deltek Time & Expense.  If you are licensed for both Deltek Time and Deltek Expense, you will see the following four options:

Time Collection Project - Select this option to assign an export project type of "Time Collection Project" to the selected projects. Projects flagged as Time Collection projects will be exported to Deltek Time Collection 5.x or the Deltek Time module of Deltek Time & Expense and used in timesheet entry. You will not be able to use the project in any Deltek Expense transactions.

Expense Project - Select this option to assign an export project type of "Expense Project" to the selected projects.  Projects flagged as Expense projects will be exported to Deltek Time Collection 5.x or the Deltek Expense module of Deltek Time & Expense and used in expense transactions. You will not be able to use the project in any Deltek Time or Deltek Time Collection timesheet transactions. This option will be available only if you are licensed for Deltek Expense.

Time & Expense Project - Select this option to assign an export project type of "Time & Expense Project" to the selected projects. Projects flagged as Time & Expense projects will be exported to Deltek Time & Expense or Deltek Time Collection 5.x and used in both expense and timesheet transactions. This option will be available only if you are licensed for Deltek Expense.

Not Applicable - Select this option to assign an export project type of "Not Applicable" to the selected projects. Projects flagged as not applicable will not be exported to Deltek Time & Expense or Deltek Time Collection 5.x.

Set Export Project Value

Select this pushbutton to assign the Export Project Value to the highlighted projects.