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

Basic Information Tab

Use the Basic Information tab to configure a functional role and to assign general and delegation rights to that role.

Identification Fields

Field Description
Functional Role Code

Enter up to 10 uppercase, alphanumeric characters for the functional role code. Each Functional Role Code must be unique. Although this code does not display on other screens, you should assign a meaningful code because this field can be used in user-defined reports/inquiries.

Description

Enter a unique functional role description of up to 30 alphanumeric characters.

Type

Select the type of functional role from the drop-down. The available options are Employee, Charge, and Employee and Charge. Employee will display as the default when you add a new record.  Please review the "Functional Roles" section of the Deltek Time Collection Getting Started Guide for detailed information.

General Rights

Field Description
Modify Charges

Select this check box to give users that have this functional role the rights to modify charge information in the UDT01 or UDT02 maintenance screens based on where their role is assigned . If you are adding a new Functional Role Code, this check box will be unchecked by default.

Approve Charges

Select this check box to give users that have this functional role the rights to approve charges on timesheets and expense reports based on where their role is assigned for the charges (either UDT01 or UDT02 type charges). If you are adding a new Functional Role Code, this check box will be unchecked by default.

Modify Employee Group

Select this check box to give users that have this functional role the rights to modify the employee group information where they have this role over the group. If you are adding a new Functional Role Code, this check box will be unchecked by default.

Modify Employee Data

Select this check box to give users that have this functional role the rights to modify employee information. If you are adding a new Functional Role Code, this check box will be unchecked by default.

Delegation Rights

Field Description
Allow Delegation

Select this check box to give users that have this functional role the rights to delegate their tasks to another functional role when they are unavailable to perform those tasks themselves.

Functional Role

Click to select a specific functional role to limit the delegation to one functional role. If you leave this field blank, the functional role can delegate to any other functional role that has been set up.