Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Line Level Approval Example

In this example, assume that an employee charges expenses to a charge allocation that is configured for line level approval.

If the expense type for the expense report has a task for the "Project Manager" to approve expenses, and the charge has a "Project Manager" assigned, Deltek Expense creates a task for the charge allocation.

In workflow, a task is created for any employees who are defined as project managers over the charge and assigns a due date. Additionally, Deltek Expense may also generate e-mails or alerts.

When the approval task is opened, the expense report displays, and on the Charge Allocation Schedule, the project manager reviews the appropriate role and selects either the Approve or Reject.