Costpoint Online Help

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Charge Allocations Subtasks

The Charge Allocation subtasks display information regarding how the expense is allocated and allows you to change the percentage or the amount that is allocated to each of the charges.

Subtask Fields

There are three separate Charge Allocations subtasks:
  • Charge Allocations Unallowable
  • Charge Allocations Over Ceiling
  • Charge Allocations Under Ceiling
Field Description
Allocate By

Click Allocate By (either Amount or Percentage) to select how you want the expense allocated. The valid values are "Percentage" and "Amount." If you select "Percentage," you can edit the Percent field of the allocation table. If you select "Amount," you can edit the Amount field of the allocation table. The button displays only on the Charge Allocations Under Ceiling subtask.

The percentage must total 100%, and the amount must add to the total amount of that portion of the expense.

Expense Portion

On the amount tab, if you entered an amount that is over the ceiling amount or is unallowable, this field is a drop-down box from which you can select Under Ceiling, Over Ceiling, or Unallowable. Otherwise, this field is non-editable and displays the default value, "Under Ceiling." If you change the value in this drop-down box, the values in the table change accordingly.

ID

This field displays the transaction ID that was imported or entered on the Maintain Expenses screen for this expense.

Percentage

Use this table to select the charge type(s) used for this expense. All fields in this table can be configured to default in automatically, or you may be required to select a value for one or more of the fields.

Amount

This field displays the amount of the outstanding expense.

Charge Type

This field displays the charge type of the outstanding expense.

UDT02 ( Project)

This field displays the amount of the outstanding expense.

Description

This field displays a description of the outstanding expense.

User-Defined Tables (UDT)

This field displays the amount of the outstanding expense.

Deltek Time & Expense contains 15 UDTs. Because UDTs are defined by the user, the values that display (for example, Project) vary by company.

For the purpose of this discussion, the values are referred to as UDT01 – UDT15, but the values that display in your version of Time & Expense depend on configuration settings enabled by your system administrator.

Additionally, the UDTs available for a particular type of expense are determined by the type of charge you select in the Charge Type field.