Base/Link Tables Tab

In this tab, you can map Deltek Time Collection 5.x or Deltek Time & Expense user-defined codes and dates to Costpoint values.

Base Tables

Use this group box to choose which tables you would like to include in the export process.

Note:

UDT refers to user-defined tables in Deltek Time Collection 5.x and Deltek Time & Expense. For example, the UDT01 table is used to store accounts and the UDT02 table is used to store projects. Similarly, Deltek Time Collection 5.x and Deltek Time & Expense also store linkages between tables. For example, a link between and Account table and a Project table is LINK12, where 1 refers to the account, and 2 refers to the project.

Field	Description
Account (UDT01)	Select this check box to include those accounts that have been assigned a Time Collection Account Type on the Manage Accounts screen, or those account/account type combinations that were created on the Manage Deltek Time and Expense Accounts screen. This information is exported to the UDT01_ YYYYMMDDHHMMSS.CSV file. Selecting this check box enables the three user-defined drop-down lists in the Account Mapping group box. If you select both this check box and the Project (UDT02) check box, the Account/Project Link (LINK12) check box becomes enabled. Similarly, if you select both this check box and the Organization (UDT09) check box, the Account/Org Link (LINK19) check box becomes enabled. If you select this check box and the Employee History check box on the Employee Information tab, the Account (UDT01) check box is enabled in the Basic Timesheet Defaults group box on the Employee Information tab. If you select both this check box and the Manufacturing Orders (UDT02) check box, the MO Accounts (LINK12) check box becomes enabled. If you clear this check box, the following is cleared and disabled: Account/Project Link (LINK12) check box Account/Org Link (LINK19) check box All User-Defined Code drop-down lists in the Account Mapping group box MO Accounts (LINK12) check box in the Manufacturing Orders group box The Account (UDT01) check box in the Basic Timesheet Defaults group box on the Employee Information tab. If the Account (UDT01) check box is already selected on the Employee Information tab and you clear the Account (UDT01) check box in this (Base/Link Tables) tab, Costpoint displays the following warning message: "The timesheet default Account (UDT01) check box will be unchecked in the Employee subtask." If you click OK, the Account (UDT01) check box is cleared and disabled on the Employee Information tab.
Project (UDT02)	Select this check box to include those projects whose Export Project value is Time Collection Project, Expense Project, or Time & Expense Project on the Basic Info tab of the Manage Project User Flow. This information is exported to the UDT02_ YYYYMMDDHHMMSS.CSV file. Selecting this check box enables the three User-Defined drop-down boxes in the Project Mapping group box, and the Charge Trees check box on the Charge Trees tab. If you select both this check box and the Organization (UDT09) check box, the Project/Org Link (LINK29) check box becomes enabled. If you select both this check box and the PLC (UDT07) check box, the Project/PLC Link (LINK27) check box becomes enabled. Similarly, if you select both this check box and the Account (UDT01) check box, the Account/Project Link (LINK12) check box becomes enabled. If you select this check box and the Employee History check box is selected on the Employee Information tab, the Project (UDT02) check box is enabled in the Basic Timesheet Defaults group box on the Employee Information tab. If you clear this check box, the following is cleared and disabled: All User-Defined Code drop-down lists in the Project Mapping group box The Charge Trees tab Project/Org Link (LINK29) check box Project/PLC Link (LINK27) check box Account/Project Link (LINK12) check box The Project (UDT02) check box in the Basic Timesheet Defaults group box on the Employee Information tab. If the Project (UDT02) check box is already selected on the Employee Information tab and you clear this check box, Costpoint displays the following warning message: "The timesheet default Project (UDT02) check box will be unchecked in the Employee subtask." If you click OK, the Project (UDT02) check box is cleared and disabled.
Labor Location (UDT03)	Select this check box to export all labor locations to the UDT03_ YYYYMMDDHHMMSS.CSV file. Labor location/local codes are originally established on the Manage Labor Locations/Locals screen. If you select this check box and the Employee History check box is selected on the Employee Information tab, the Labor Location (UDT03) check box becomes enabled on the Employee Information tab. If the Labor Location (UDT03) check box is already selected on the Employee Information tab and you clear the Labor Location (UDT03) check box in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Labor Location (UDT03) check box will be unchecked in the Employee subtask." If you click OK, the Labor Location (UDT03) check box is cleared and disabled on the Employee Information tab.
Reference 1 (UDT04)	Select this check box to export all reference 1 IDs to the UDT04_ YYYYMMDDHHMMSS.CSV file. If you select this check box and the Employee History check box is selected on the Employee Information tab, the Reference 1 (UDT04) check box becomes enabled on the Employee Information tab. If the Reference 1 (UDT04) check box is already selected on the Employee Information tab and you clear the Reference 1 (UDT04) check box in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Reference 1 (UDT04) check box will be unchecked in the Employee subtask." If you click OK, the Reference 1 (UDT04) check box is cleared and disabled on the Employee Information tab.
Reference 2 (UDT05)	Select this check box to export all reference 2 IDs to the UDT05_ YYYYMMDDHHMMSS.CSV file. If you select this check box and the Employee History check box is selected on the Employee Information tab, the Reference 2 (UDT05) check box becomes enabled on the Employee Information tab. If the Reference 2 (UDT05) check box is already selected on the Employee Information tab and you clear the Reference 2 (UDT05) check box in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Reference 2 (UDT05) check box will be unchecked in the Employee subtask." If you click OK, the Reference 2 (UDT05) check box is cleared and disabled on the Employee Information tab.
GLC (UDT06)	Select this check box to export all general labor categories to the UDT06_ YYYYMMDDHHMMSS.CSV file. If you select this check box and the Employee History check box is selected on the Employee Information tab, the GLC (UDT06) check box becomes enabled on the Employee Information tab. If the GLC (UDT06) check box is already selected on the Employee Information tab and you clear the GLC (UDT06) check box in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default GLC (UDT06) check box will be unchecked in the Employee subtask." If you click OK, the GLC (UDT06) check box is cleared and disabled on the Employee Information tab.
PLC (UDT07)	Select this check box to export all project labor categories to the UDT07_ YYYYMMDDHHMMSS.CSV file. If you select this check box and the Employee History check box is selected on the Employee Information tab, the PLC (UDT07) check box on the Employee Information tab becomes enabled. If you clear this check box, the Project/PLC Link (LINK27) check box is disabled, as well as the Project Work Force check box (if the Charge Trees check box is selected) on the Charge Trees tab. If the PLC (UDT07) check box is already selected on the Employee Information tab and you clear the PLC (UDT07) check box in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default PLC (UDT07) check box will be unchecked in the Employee subtask." If you click OK, the PLC (UDT07) check box is cleared and disabled on the Employee Information tab.
Worker's Compensation (UDT08)	Select this check box to export all workers' compensation codes to the UDT08_ YYYYMMDDHHMMSS.CSV file. Workers' compensation codes are established on the Manage Workers' Compensation Codes screen. If you select this check box and the Employee History check box is selected on the Employee Information tab, the Worker's Comp (UDT08) check box is enabled on the Employee Information tab. If the Worker's Comp (UDT08) check box is already selected on the Employee Information tab and you clear the Worker's Compensation (UDT08) check box on the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Workers Comp (UDT08) check box will be unchecked in the Employee subtask." If you click OK, the Worker's Comp (UDT08) check box is cleared and disabled on the Employee Information tab.
Organization (UDT09)	Select this check box to export organizations to the UDT09_ YYYYMMDDHHMMSS.CSV file. Organization information is established in Costpoint General Ledger. Only those organizations that have been set up for export on the Manage Organizations for Export screen are exported. You can also set up organizations for export by selecting the Time Collection Organization check box on the Manage Organization Structures screen and the Manage Organization Elements screen. If you select both this check box and the Project (UDT02) check box, the Project/Org Link (LINK29) check box becomes enabled. If you select both this check box and the Account (UDT01) check box, the Account/Org Link (LINK19) check box is enabled. If you select this check box and the Employee History check box is selected on the Employee Information tab, the Organization (UDT09) check box is enabled on the Employee Information tab. If you clear this check box, the Organization (UDT09) check box on the Employee Information tab is disabled, as well as the Project/Org Link (LINK29) and Account/Org Link (LINK19) check boxes. If the Organization (UDT09) check box is already selected on the Employee Information tab and you clear the Organization (UDT09) check box in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Organization (UDT09) check box will be unchecked in the Employee subtask." If you click OK, the Organization (UDT09) check box is cleared and disabled on the Employee Information tab.
Pay Type (UDT10)	Select this check box to export all Pay Types to the UDT10_ YYYYMMDDHHMMSS.CSV file. Pay Type codes are established on the Manage Pay Types screen. If the Pay Type (UDT10) check box is already selected on the Employee Information tab and you clear the Pay Type (UDT10) check box in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Pay Type (UDT10) check box will be unchecked in the Employee subtask." If you click OK, the Pay Type (UDT10) check box is cleared and disabled on the Employee Information tab.
Company (CP_COMPANY)	Select this check box to export all companies to the CP_COMPANY_ YYYYMMDDHHMMSS.CSV file. Company codes are established on the Set Up Company screen. This check box is automatically selected and disabled if the Deltek Time & Expense Version is Time & Expense 6.x or greater on the Configure Labor Settings screen and you have more than one company in the Company table. If you have only one company in the Company table or the Deltek Time & Expense Version is earlier than Time & Expense 6.x on the Configure Labor Settings screen, this check box is automatically cleared and disabled.
Tax Codes (TAX_CODE)	Select this check box to export all sales/value added tax codes to the TAX_CODE_ YYYYMMDDHHMMSS.CSV file. Tax codes are established on the Manage Sales or Value Added Taxes screen. This check box is enabled if the Deltek Time & Expense Version is Time & Expense 7.x or greater on the Configure Labor Settings screen and if you are exporting employee data. Note that you must assign a tax type to each tax code after importing the TAX_CODE file into Deltek Time & Expense.

Link Tables

Select the applicable check boxes in this group box to export linked tables.

Field	Description
Account/Project Link (LINK12)	Select this check box to export all Account/Project links to the LINK12_ YYYYMMDDHHMMSS.CSV file. This check box is enabled if you selected both the Account (UDT01) and Project (UDT02) check boxes in the Base Tables group box and if you are exporting employee data. If the Project's Limit Accounts check box is selected on the Basic Info tab of the Manage Project User Flow, LINK12 records for that project are based on the Maintain Project/Account Validation table. If you selected the project's Limit Which Orgs can charge specific Accts check box on the Basic Info tab of the Manage Project User Flow, LINK12 records for that project are based on the Maintain Valid Project/Account/Orgs table. An Account/Project link is exported only if the project is flagged as a Time Collection Project, an Expense Project, or a Time & Expense Project on the Manage Deltek Time and Expense Projects screen, the account has a Time Collection Account Type assigned to it, and the account has an active link to the project's Account Group.
Project/PLC Link (LINK27)	Select this check box to export all project/PLC links to the LINK27_ YYYYMMDDHHMMSS.CSV file. This check box is enabled if both the PLC (UDT07) and Project (UDT02) check boxes are selected in the Base Tables group box and if you are exporting employee data. Project/PLC links are established on the Link Project Labor Categories to Projects screen. A Project/PLC link is exported only if the project is flagged as a Time Collection Project, an Expense Project, or a Time & Expense Project on the Manage Deltek Time and Expense Projects screen.
Account/Org Link (LINK19)	Select this check box to export all Account/Org links to the LINK19_ YYYYMMDDHHMMSS.CSV file. This check box is enabled if both the Account (UDT01) and Organization (UDT09) check boxes are selected in the Base Tables group box and if you are exporting employee data. Establish Account/Org links on the Link Accounts/Organizations screen. Only those organizations that have been set up for export on the Manage Deltek Time and Expense Organizations screen are exported. You can also set up organizations for export by selecting the Time Collection Organization check box on the Manage Organization Structures screen or the Manage Organization Elements screen.
Project/Org Link (LINK29)	Select this check box to export all Project/Org links to the LINK29_ YYYYMMDDHHMMSS.CSV file. This check box is enabled if both the Project (UDT02) and Organization (UDT09) check boxes are selected in the Base Tables group box and if you are exporting employee data. If you selected the Project's Limit Orgs check box on the Basic Info tab of the Manage Project User Flow, LINK29 records for that project are based on the Maintain Project/Organization Validation table. If you selected the Project's Limit Which Orgs can charge specific Accts check box on the Basic Info tab of the Manage Project User Flow, LINK29 records for that project are based on the Maintain Valid Project/Account/Orgs table. A Project/Org link is exported only if the project is flagged as a Time Collection Project, an Expense Project, or a Time & Expense Project on the Manage Deltek Time and Expense Projects screen. Only those organizations that have been set up for export on the Manage Deltek Time and Expense Organizations screen are exported. You can also set up organizations for export by selecting the Time Collection Organization check box on the Manage Organization Structures screen or the Manage Organization Elements screen.

Manufacturing Orders

You can enter manufacturing order information in Costpoint Production Control, where you can plan the production of manufactured items. You can then allocate timesheet charges to a particular manufacturing order for M (Manufacturing Order) timesheet lines.

The contents of this group box are enabled only if you are licensed for Costpoint Materials and if you are exporting employee data. If you are not licensed for Costpoint Materials, the contents of this group box are cleared and disabled when you initialize the screen.

Field	Description
Manufacturing Orders (UDT02)	Select this check box to export Manufacturing Orders as chargeable projects. If you select this check box, the following check boxes are enabled: Work Centers (UDT04), Routings (UDT07), and the Manufacturing Orders check box in the Charge Tree Type(s) group box on the Charge Trees tab. Selecting this check box exports MO data to the following files when the download is complete: UDT02_YYYYMMDDHHMMSS.CSV (Manufacturing Orders) UDT05_YYYYMMDDHHMMSS.CSV (Run/Setup) If you select both this box and the Accounts (UDT01) check box, the MO Accounts (LINK12) check box becomes enabled.
Work Centers (UDT04)	You can establish and maintain work center information in Costpoint Routings. Work centers make up your production processes (for example, a group of machines and/or a group of employees responsible for building products). Select this check box to export work center data for manufacturing orders charging. If you select this check box, work centers are exported from the Maintain Work Centers table to the UDT04_YYYYMMDDHHMMSS.CSV file. If you selected the Manufacturing Orders (UDT02) check box and the Work Center check box is cleared in the Timesheet Entry Requirements group box on the Configure Production Control Settings screen, the Work Centers (UDT04) check box is enabled. Otherwise, if you selected the Manufacturing Orders (UDT02) > check box and the Work Center check box on the Configure Production Control Settings screen, the Work Centers (UDT04) check box is selected and disabled.
Routings (UDT07)	You can establish and maintain routings information in Costpoint Routings, and you can assign it to manufacturing orders on the Manage Manufacturing Orders screen. You use routings to generate travelers for manufacturing orders and define capacity planning, shop floor control, lead-time calculation, and standard costing information. Select this check box to export MO Labor Operation data for Manufacturing Orders charging. If you select this check box, Labor Operations data from the Routings subtask (on the Manage Manufacturing Orders screen) are exported to the UDT07_YYYYMMDDHHMMSS.CSV file. If you select the Manufacturing Orders (UDT02) check box and the Operation Sequence Number check box is cleared in the Timesheet Entry Requirements group box on the Configure Production Control Settings screen, the Routings (UDT07) check box is enabled. Otherwise, if the Manufacturing Orders (UDT02) check box is selected and the Operation Sequence Number check box is selected on the Configure Production Control Settings screen, the Routings (UDT07) check box is selected and disabled. If you select this check box, the MO/Routing Link (LINK27) > check box is enabled.
MO Accounts (LINK12)	Select this check box to export MO WIP Accounts. This check box is enabled only if you selected the Accounts (UDT01) and Manufacturing Orders (UDT02) check boxes. If you select this check box, MO WIP Account data is exported to the LINK12_YYYYMMDDHHMMSS.CSV file.
MO/Routing Link (LINK27)	Select this check box to export manufacturing order/routing links. This check box is enabled only if you selected the Routings (UDT07) and Manufacturing Orders (UDT02) check boxes. If you select this check box, MO Routing link data is exported to the LINK27_YYYYMMDDHHMMSS.CSV file.

Invoice Information

Field	Description
Invoice Timesheet	If you select this check box, invoice timesheet records are exported to the TS_INVOICE_ YYYYMMDDHHMMSS.CSV file. This check box is available only if the Deltek Time & Expense Version is Time Collection 5.x or greater on the Configure Labor Settings screen.

Expense Tables

Field	Description
Expense Payments	Select this check box to export all expense or advance payment data to the EXPENSE_REPORT_PAYMENT_YYYYMMDDHHMMSS.CSV file. This check box is available only if the Deltek Time & Expense Version is Time & Expense 8.x or greater on the Configure Labor Settings screen and if you are exporting employee data.

Options

Field	Description
Export Project Manager	Select this check box to export project manager information to Deltek Time & Expense version Time & Expense 7 or greater. Only project managers assigned to active projects where the project's Export Project value is Time Collection Project, Expense Project, or Time & Expense Project on the Basic Info tab of the Manage Project User Flow are exported. If you select this check box, project manager data is exported to the UDT02_SPVSR_YYYYMMDDHHMMSS.CSV file. This check box is enabled only if the Deltek Time & Expense Version is Time & Expense 7.x or greater in the Configure Labor Settings screen.
Project Name	From the drop-down list, select the method that is used to build the project name for export to Deltek Time & Expense. The descriptions for projects exported to the UDT02 file reflect the option chosen in the drop-down list. This drop-down list is enabled only if the Deltek Time & Expense Version is Time & Expense 7.x or greater on the Configure Labor Settings screen. Valid options are: Project Level — Select this option to populate the UDT02 description field with the project’s name. Top Level/Project Level — Select this option to populate the UDT02 description field with the name of the project’s top-level project and the name of the project.

Field

Description

Export Project Manager

Select this check box to export project manager information to Deltek Time & Expense version Time & Expense 7 or greater. Only project managers assigned to active projects where the project's Export Project value is Time Collection Project, Expense Project, or Time & Expense Project on the Basic Info tab of the Manage Project User Flow are exported. If you select this check box, project manager data is exported to the UDT02_SPVSR_YYYYMMDDHHMMSS.CSV file. This check box is enabled only if the Deltek Time & Expense Version is Time & Expense 7.x or greater in the Configure Labor Settings screen.

Project Name

From the drop-down list, select the method that is used to build the project name for export to Deltek Time & Expense. The descriptions for projects exported to the UDT02 file reflect the option chosen in the drop-down list. This drop-down list is enabled only if the Deltek Time & Expense Version is Time & Expense 7.x or greater on the Configure Labor Settings screen. Valid options are:

Project Level — Select this option to populate the UDT02 description field with the project’s name.
Top Level/Project Level — Select this option to populate the UDT02 description field with the name of the project’s top-level project and the name of the project.

Project Mapping

All drop-down lists in this group box are enabled only if you selected the Projects (UDT02) check box in the Base Tables group box. The following values are available in each drop-down list:

None
Owning Org
Project Classification
Customer
Account Group
Abbreviation

The values for each of these options are established on the Manage Project User Flow. If you select a value other than None in any of the User-Defined Code drop-down lists, the specified Costpoint value is included in the UDT02_YYYYMMDDHHMMSS.CSV file.

Field	Description
User-Defined Code 1	Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense UDT02 > User-Defined Code 1 field.
User-Defined Code 2	Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense UDT02 User-Defined Code 2 field.
User-Defined Code 3	Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense UDT02 User-Defined Code 3 field.

Account Mapping

All drop-down lists in this group box are enabled only if you selected the Account (UDT01) check box in the Base Tables group box. The following values are available in each drop-down list:

None
Entry Group
Account Type
The values for these options are assigned to accounts on the Accounts screen. If you select a value other than None in any of the User-Defined Code drop-down lists, the specified Costpoint value is included in the UDT01_YYYYMMDDHHMMSS.CSV file.

Field	Description
User-Defined Code 1	Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense UDT01 > User-Defined Code 1 field.
User-Defined Code 2	Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense UDT01 > User-Defined Code 2 field.
User-Defined Code 3	Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense UDT01 User-Defined Code 3 field.

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