logo
Deltek for Professional Services 1.0 Help

Contents

  • Deltek for Professional Services® Help
    • Basics
      • Getting Started with Deltek
        • How-to Videos
        • Initial Log In
        • Activation
          • Activate Modules
          • Activate Defaults
          • Activate Email
          • Activate Currencies
          • Activate Organizations
        • Setup
          • Set Up Project Control
          • Set Up Time
          • Set Up Expense
          • Set Up Billing
          • Set Up Resource Planning
          • Set Up CRM
          • Set Up Labels and Lists
          • Set Up Integrations and Imports
          • Set Up Accounting
      • UI Fundamentals
        • Access to Deltek Based on Role
        • Terminology
        • Main Areas of Deltek for Professional Services
        • Logins and Passwords
          • How to...
            • Log In
            • Log In Using Multi-factor Authentication
            • Log In Using Windows Integrated Security
            • Log Out
            • Replace a Forgotten Password
            • Retrieve a Forgotten User ID
          • Fields and Options
            • Deltek for Professional Services Login Screen
              • Display the Login Screen
              • Contents of the Login Screen
            • Deltek for Professional Services Multi-factor Authentication Screen
              • Display the Multi-Factor Authentication Screen
              • Contents of the Multi-factor Authentication Screen
            • Log In Assistance Dialog Box
              • Display the Log In Assistance Dialog Box
              • Contents of the Log In Assistance Dialog Box
        • Deltek Toolbar (Browser)
        • Deltek for Professional Services Toolbar (desktop)
        • Custom Labels
        • Notification Center
          • How to...
            • Open the Notification Center
            • Open an Activity Reminder
            • Delay an Activity Reminder
            • Dismiss an Activity Reminder
            • Open an Action Item
            • Dismiss an Action Item
            • Open a Notification
            • Dismiss a Notification
          • Fields and Options
            • Notification Center Dialog Box
              • Display the Notification Center Dialog Box
              • Contents of the Notification Center Dialog Box
            • Notification Details Dialog Box
              • Display the Notification Details Dialog Box
              • Contents of the Notification Details Dialog Box
            • Reminders Dialog Box
              • Display the Reminders Dialog Box
              • Contents of the Reminders Dialog Box
            • Activity Dialog Box from Reminders
              • Display the Activity Dialog Box from Reminders
              • Contents of the Activity Dialog Box from Reminders
          • Learn More About...
            • Action Items in the Notification Center
            • Notifications in the Notification Center
            • Approvals in the Notification Center
        • Employee Card
          • How to...
            • View Employee Information
            • View Absence Accrual Information
            • View Utilization Ratios
            • View Employee Assignments
          • Fields and Options
            • Employee Card Dialog Box
              • Display the Employee Card Dialog Box
              • Header Section of the Employee Card Dialog Box
              • Profile Tab of the Employee Card Dialog Box
              • Skills & Credentials Tab of the Employee Card Dialog Box
              • Assignments Tab of the Employee Card Dialog Box
              • Projects Tab of the Employee Card Dialog Box
              • Ratios Tab of the Employee Card Dialog Box
              • Absence Request Tab of the Employee Card Dialog Box
        • Info Bubbles and Help
          • How to...
            • View an Info Bubble
            • Display Help Topics
            • Display Deltek Version Number and Other System Information
          • Fields and Options
            • About Dialog Box
              • Display the About Dialog Box
            • Send Email Dialog Box for Help Desk
        • Drop-Down Lists and Lookups
          • Lookups in the Browser Application
          • Lookups in the Desktop Application
          • Adding New Hub Records on the Fly
        • Error Dialog Boxes
        • Rich Text Editor
      • Personalizing the User Interface
        • Set Up Preferences
          • How to...
            • Connect to Kona Business
            • Connect to GovWin IQ
            • Change Your Password
            • Set Date and Number Formats
            • Set Reminder Preferences
            • Delegate Approvals
            • Set Default Qualified Status and Country
            • Set Startup Preferences
            • Upload a Personal Photograph or Other Image
          • Fields and Options
            • My Preferences Dialog Box
              • Display My Preferences Dialog Box
              • General Tab of My Preferences Dialog Box
              • Defaults Tab of My Preferences Dialog Box
              • Startup Tab of My Preferences Dialog Box
              • Credentials Tab of My Preferences
              • Image Tab of My Settings Dialog Box
            • Update Image Dialog Box
              • Display the Update Image Dialog Box
              • Contents of the Update Image Dialog Box
            • Change Password Dialog Box
              • Display the Change Password Dialog Box
              • Contents of the Change Password Dialog Box
        • Change the Active Company
        • Enable or Disable Usage Tracking
        • Customize the UI
      • Common Tasks
        • Search for Records
          • How to...
            • Search for and Select a Record
              • Example: Search for and Select a Contact Record
            • Create a Custom Search
              • Example: Create a Custom Search for Firms
            • Edit a Custom Search
          • Fields and Options
            • Search Dialog Box
              • Display the Search Dialog Box
              • Contents of the Search Dialog Box
            • Custom Search Dialog Box
              • Display the Custom Search Dialog Box
              • Contents of the Custom Search Dialog Box
        • Import Records from .CSV Files
          • How to...
            • Prepare the .CSV File
            • Map the .CSV Fields to Fields in Deltek
            • Check for Duplicate Records
            • Run the Import Process
            • Review Import Errors
          • Fields and Options
            • Import From CSV Dialog Box
              • Display the Import from CSV Dialog Box
              • Contents of the Import from CSV Dialog Box
        • Export Records to .CSV Files
        • Use the Actions Menu
        • Use List View
        • Work with Grids
          • How to...
            • Add a Record to a Grid
            • Filter the Grid Results
            • Copy a Grid Row
            • Delete a Grid Row
            • Sort Grid Row Order
            • Select Columns for a Grid
          • Fields and Options
            • Column Selections or List View Settings Dialog Box
              • Display the Column Selections or List View Settings Dialog Box
              • Contents of the Column Selections or List View Settings Dialog Box
        • Save Your Work
    • Concepts
      • Hubs
      • Customer Relationship Management (CRM)
        • Deltek CRM and CRM Plus
        • Client and Contact Management
          • Prospects and Leads
          • CRM Reports
        • Linking Client and Vendor Records
        • Marketing Campaigns
        • Opportunity Tracking and Pipeline Management
        • Calendar and Activity Management
        • Sharing Data with Microsoft Office
      • Project Control
        • Project Information
        • Phases and Tasks
        • Interaction of Project Control and Accounting
        • Labor and Expense Charges
          • Direct and Reimbursable Expenses
          • Costing Labor to Projects
          • Regular and Overtime Labor Costs
          • Job Cost Rates
            • Project Charge Types
          • Expense Categories
        • Project Budgeting
          • Budgeting and Contract Type
          • Labor Budgets
          • Expense Budgets
          • Budget by Cost Rates or Billing Rates
          • Budget Summary
          • EAC and ETC Values
          • Percent Completes
            • Hierarchy of Percent Complete Overrides
            • Percent Completes for Individual Labor Codes and Expense Accounts
            • Overall Labor Percent Complete or Overall Expense Percent Complete
            • Overall Percent Complete
            • How Overall Percent Completes are Calculated
        • Project Reporting
          • Project Reporting at Billing Rates
      • Resource Planning
        • Project Planning
          • Project Planning Features
          • Contract Information
          • Labor Planning
          • Expense and Consultant Planning
        • Resource Management
          • Resource View
          • Project View
        • Opportunity Planning
        • Planning Reports
      • Accounting
        • General Accounting Concepts
          • Chart of Accounts
            • Account Ranges
            • Are Account Balances Debits or Credits
            • Account Groups
            • Account List
          • Accounting Periods
          • Multi-period Processing
          • Accounting Transactions and the Transaction Center
            • Transaction Types
            • Transaction Type Codes
            • Journal Entries
            • Units and Accounting Transactions
            • Transaction Entry and Posting
              • Implicit and Explicit Postings
              • Implicit Posting Accounts
              • Recurring Transactions
            • Security Access to Transactions
          • Accounts Payable
            • Accounts Payable File Reconciliation Errors
          • Accounts Receivable
            • Aging for Accounts Receivable
            • Accounts Receivable File Reconciliation Errors
          • Cash-basis Reporting
            • Cash-basis Tax Reporting
            • Mapping Cash-basis Accounts
            • Cash-basis Transaction Postings
            • Cash-basis Transaction Example
            • Cash-basis Reporting and Payroll Accounts
          • Corporate Budgeting Options
          • Accounting Reports
        • Labor and Accounting
          • Timesheet Posting and Labor Distribution
          • Adjust Salaried Job Costing
            • Adjust Salaried Job Costing Calculations
          • Effective Dates for Cost and Pay Rates
            • Effective Dates and Cost Rates Hierarchy
            • Effective Dates and Pay Rates Hierarchy
          • Labor Cross Charge
            • Labor Cross Charge Approaches
            • Transfer Price
            • Alternative to Labor Cross Charge
          • Recording Payroll with a Journal Entry
            • Payroll and Your Income Statement
            • Recording Bonuses with a Journal Entry
          • Overhead Allocation
            • Proration Method of Overhead Allocation
            • Assignment Method of Overhead Allocation
            • Calculating the Actual Overhead Rate
            • Enterprise-wide Overhead Allocation
            • Organization Overhead Allocation
            • History Loading for Overhead Allocation
            • Overhead Allocation Report
          • Revenue Generation
            • Revenue Calculations
            • Revenue Methods
            • Contract Types and Revenue Methods
            • Testing a Revenue Method
            • Running Revenue Generation by Project
            • Unbilled Services
            • Unbilled Services File Reconciliation Errors
            • History Loading for Revenue Generation
          • Consultant Accruals
            • Consultant Accrual Reports
      • Processing Cycle
        • Accounting Periods and Processing Cycles
        • Transaction Processing
        • Reporting at the End of the Processing Cycle
        • Backing Up Your Database
        • Monthly Processing Cycle Checklist
        • Opening New W-2 Quarters and Absence and 1099 Years
          • Opening W-2 Quarters and Absence Years
          • 1099 Initialization
      • Work Breakdown Structure
        • Accounting and the Work Breakdown Structure
        • Marketing and the Work Breakdown Structure
        • Planning and the Work Breakdown Structure
        • Work Breakdown Structure Components
        • Changing Default Number Formats
        • Comparing Uses for Work Breakdown Structure Components
      • Organization Reporting
        • When to Use Organization Reporting
        • Organization Reporting Setup Checklist
        • Organization Reporting Structure
        • Separate Balance Sheets by Organization
        • Non-Operating Organizations
        • Organization Labels
        • Organization Subcodes
      • Multiple Companies
        • Security and Multiple Companies
        • Terminology Used with Multiple Companies
          • Enterprise
          • Company
          • Active Company
          • Employee Home Company
          • Initial Company
        • Hub Access and Multiple Companies
        • Organizations and Multiple Companies
          • Limits on Number of Organization Levels and Code Length
          • Assigning Projects and Employees to Organizations
          • Organization for Intercompany Postings
        • Chart of Accounts and Multiple Companies
          • Intercompany Accounts
          • Foreign Employee Types
        • Accounting and Multiple Companies
          • Revenue Generation and Multiple Companies
          • Accounts Payable and Multiple Companies
          • Overhead Allocation and Multiple Companies
        • Transaction Center and Multiple Companies
          • Intercompany Transactions
          • Accounts Payable Vouchers and Multiple Companies
          • Transaction Lists and Multiple Companies
          • Posting Logs and Multiple Companies
        • Employees and Multiple Companies
          • Employee Multiple Company Terminology
          • Employee Home Company
          • Associating an Employee with Additional Companies
          • Company-Specific Tabs and Fields for Employees
          • Employee Fields Shared by All Companies
          • Employee Searches and Multiple Companies
          • Employee Security and Multiple Companies
          • Employee Alerts and Multiple Companies
          • Employee Workflows and Multiple Companies
          • Employee Review and Multiple Companies
          • Employee Reporting and Multiple Companies
        • Time and Expense Processing and Multiple Companies
        • Billing and Multiple Companies
          • Billing for One Project with Multiple Owning Companies
          • Billing Groups and Multiple Companies
          • Batch Billing and Multiple Companies
          • Refresh Billing Extensions in a Multiple Company Environment
          • Intercompany Billing
            • Approaches to Intercompany Billing
            • Income Statement Labor Results of Intercompany Billing
            • Income Statement Expense Results of Intercompany Billing
            • Balance Sheet Labor Results of Intercompany Billing
            • Balance Sheet Expense Results of Intercompany Billing
            • Agreeing on an Internal Transfer Price
            • When to Process Intercompany Billing
        • Asset Management and Multiple Companies
        • CRM and Multiple Companies
        • Planning and Multiple Companies
        • Consolidated Reporting for Multiple Companies
      • Multiple Currencies
        • Currency Types
        • Impact of Multiple Currencies on Hubs and Accounts
        • User-Defined Tabs and Multiple Currencies
        • Foreign-Denominated Accounts
        • Transaction Processing and Multiple Currencies
        • Employee Labor and Expense Charges and Multiple Currencies
        • Project Planning and Multiple Currencies
        • Gains and Losses Resulting from Exchange Rate Changes
        • Accounts Payable and Multiple Currencies
        • Revenue Generation and Multiple Currencies
        • Asset Management and Multiple Currencies
        • Purchasing and Multiple Currencies
        • Reporting and Multiple Currencies
          • Consolidated Reporting and Multiple Currencies
        • Billing and Multiple Currencies
          • Billing Rates with Multiple Currencies
          • Billing One Project with Multiple Companies and Currencies
          • Billing Extensions and Multiple Currencies
        • Exchange Rates
          • Exchange Rates Hierarchy
          • Direct Exchanges
          • Inverse Exchanges
          • Triangulation Currency and Exchange Rates
          • Overrides to Exchange Rates and Dates
      • Multiple Languages
        • Multiple Languages and Reporting
        • Where Languages are Stored
        • Fields and Labels That Can Be Translated
      • Business Process Management
      • Security
        • Accounting Administrator and CRM Role Types
        • Access Rights to Menu Items
        • Record Level Security
        • Set Up Users in Security
      • Historical Data
        • Installation Cutoff Date
        • History Loading
          • Project History
          • Accounting History
          • Effects of History Loading
      • Asset Management
        • Equipment Hub and Asset Management and/or Purchasing
        • Asset Management Terminology
        • Asset Management Setup Checklist
        • GL Book and Additional Books for Asset Depreciation
        • Asset Management and Multiple Companies
          • Asset Depreciation Methods
        • Asset Management and Multiple Currencies
        • Asset Depreciation Methods
          • Depreciation Methods Examples
          • Straight-line Method Example
          • Sum of Years Digit Example
          • Modified Accelerated Cost Recovery System (MACRS) Example
        • Entering and Depreciating Asset Items
          • Purchasing Items Used to Create Asset Items and Equipment Items
          • Entering Purchasing Items on the Fly in the Equipment Hub
          • Creating Asset Items from AP Vouchers
          • Associating an AP Voucher Line Item with an Existing Asset Item
          • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
          • Creating Asset Items and Equipment Items Directly in the Equipment Hub
          • Associating Units with Asset Items
          • Section 179 Deductions for Asset Items
          • Assigning Employees to an Asset Item
          • Recovering an Asset Item from an Employee
        • Depreciation Processing
          • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
          • Rerunning Depreciation Processing
          • Journal Entries Created During Depreciation Processing
          • Amortizing Capital Leases
          • Amortization Example for Leased Assets
          • Amortizing Prepaid Items
          • Amortization Example for Prepaid Items
          • Changing How Depreciation Is Calculated After You Have Processed Depreciation
          • Processing Depreciation in a Prior Period
          • Undoing the Posting of a Depreciation Processing Run
        • Transfer/Split Processing
          • Transferring Asset Items
            • What Happens When You Transfer an Asset Item
            • Journal Entry Posting Logs for Asset Item Transfers
            • Example of Transferring an Asset Item
            • Undoing an Asset Item Transfer
          • Splitting Asset Items
            • What Happens When You Split an Asset Item
            • Journal Entry Posting Logs for Asset Item Splits
            • Example of Splitting an Asset Item
            • Undoing an Asset Item Split
        • Disposal Processing
          • Journal Entries for Asset Items That Are Scrapped
          • Cash Receipt Entries for Asset Items That Are Sold
          • Undoing the Disposal of an Asset Item
        • Asset Review
        • Section 179 Review
        • Asset Impairments
        • Asset Management Alerts
      • Purchasing and Inventory
        • Purchasing
          • Purchase Order Types
            • Standard Purchase Order
            • Service Purchase Order
            • Blanket Purchase Order
            • Release Order
            • Change Order
          • Requisitions and Requests for Price Quotes
          • Purchasing Templates
          • Cost Distribution
          • Committed Expenses
          • Committed Expenses and Multiple Currencies
          • Creating Vouchers from Purchase Orders
          • Approval Process for Purchasing Applications
          • Status Codes for Purchasing
            • Status Codes for Purchase Orders
            • Status Codes for Requisitions and Requests for Price Quotes
            • Status Codes for Receiving
        • Inventory
          • Inventory Process Flow
          • Inventory Item
          • Inventory Location
          • Average Actual Cost of an Inventory Item
          • Inventory Common Project
          • Approval Process for Inventory Item Requests
    • Dashboard (Desktop)
      • How to... (General)
        • Display the Dashboard
        • Select Columns for a Dashpart
        • Set the Layout of Dashparts
        • Add Records to Dashparts
        • Open a Record from a Dashpart
        • Remove a Single Record from a Dashpart
        • Clear All the Records in a Dashpart
        • Hide a Dashpart
        • Hide All Dashparts Except the Current One
        • Show Unused Dashparts
        • Delete a Dashpart
        • Modify a Dashpart Name
        • Remove a Dashpart
        • Reinstate a Dashpart
        • Save a Dashboard for Other Users
      • How to... ( for Specific Kinds of Dashparts)
        • Display the Dashboard
        • Add a Hub Dashpart
        • Populate the Project Dashpart with Phase and Task Records
        • Add Applications to the Applications Dashpart
        • Add a Reports Dashpart
        • Generate a Report from the Reports Dashboard
        • Remove a Single Report from the Reports Dashpart
        • Add a Links Dashpart
        • Add a Link to a Frequently Used File
        • Edit a Link in a Links Dashpart
        • Add a System Dashpart
      • How to... ( for Web Dashparts)
        • Add a Web Dashpart
        • Add a Web Outlook Dashpart
        • Add a Report Web Dashpart
        • Eliminate Problem Web Sites
      • Fields and Options
        • Dashpart Heading Bar
        • Dashboard Toolbar
        • Add Unused Dashpart Dialog Box
          • Display the Add Unused Dashpart Dialog Box
          • Contents of the Add Unused Dashparts Dialog Box
        • Dashpart Configuration Dialog Box
          • Display the Dashpart Configuration Dialog Box
          • Contents of the Dashpart Configuration Dialog Box
        • Add System Dashpart Dialog Box
          • Display the Add System Dashpart Dialog Box
          • Contents of the Add System Dashpart Dialog Box
        • Add Web Dashpart Dialog Box
          • Display the Add Web Dashpart Dialog Box
          • Contents of the Add Web Dashpart Dialog Box
      • Learn More About...
        • System Dashpart Types
        • System Dashparts
        • Saving Your Dashboard Changes
        • Web Dashparts
        • Web Dashpart Security
    • My Stuff
      • Dashboard (Browser)
        • Dashpart Types (Browser)
        • How to...
          • Add an Activity to My Activities Dashpart
          • Select Opportunities to Include on the Upcoming Milestones Timeline
          • Select Data Options for the Pipeline Chart
          • View the Upcoming Generic Assignments Dashpart
        • Fields and Options
          • Dashboard Form
            • Display the Dashboard (Browser)
            • Upcoming Milestones
            • Opportunity Dashpart
            • My Activities Dashpart
            • Pipeline Dashpart
            • Upcoming Generic Assignments Dashpart
            • Favorite Reports Dashpart
          • Activity Dialog Box from Reminders
            • Display the Activity Dialog Box from Reminders
            • Contents of the Activity Dialog Box from Reminders
          • Pipeline Settings Dialog Box
      • Calendar
        • How to...
          • Select Calendars to View
          • Share Your Calendar With Other Employees
          • Manage Calendars Shared With You
          • Specify Calendar Settings
          • Work With Activities from the Calendar
            • Add an Activity on the Calendar
            • Edit an Activity on the Calendar
            • Reschedule an Activity on the Calendar
            • Schedule a Follow-up Activity on the Calendar
            • Delete an Activity from the Calendar
          • Print a Calendar
          • Perform Timesheet Tasks from the Calendar
            • Add a New Timesheet Entry on the Calendar
            • Edit a Timesheet Entry on the Calendar
            • Move a Timesheet Entry on the Calendar
            • Copy a Timesheet Entry on the Calendar
            • Delete a Timesheet Entry on the Calendar
            • Submit a Timesheet on the Calendar
        • Fields and Options
          • Calendar Actions Menu
          • Calendar Views Pane
            • Display the Calendar Views Pane
            • Contents of the Calendar Views Pane
          • Calendar Timesheet Pane
            • Display the Calendar Timesheet Pane
            • Contents of the Calendar Timesheet Pane
          • Calendar Sharing Dialog Box
            • Display the Calendar Sharing Dialog Box
            • Contents of the Calendar Sharing Dialog Box: Share My Calendar Tab
            • Contents of the Calendar Sharing Dialog Box: Shared With Me Tab
          • Calendar Settings Dialog Box
            • Display the Calendar Settings Dialog Box
            • Contents of the Calendar Settings Dialog Box
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Contents of the Activity Dialog Box
          • Add/Edit Timesheet Entry Dialog Box
            • Display the Add/Edit Timesheet Entry Dialog Box
            • Contents of the Add/Edit Timesheet Entry Dialog Box
          • Submit Timesheet Dialog Box
            • Display the Submit Timesheet Dialog Box
            • Contents of the Submit Timesheet Dialog Box
      • Timesheet
        • How to...
          • Open a Timesheet
          • Add a New Timesheet
          • Enter Timesheet Data
            • Enter a Project, Phase, and Task for a Timesheet
            • Enter Hours in a Timesheet
            • Enter Hours with Start and End Times by Project in a Timesheet
            • Enter Hours with Start and End Times by Day in a Timesheet
            • Enter Units in a Timesheet
            • Enter a Labor Code for a Timesheet
            • Copy a Row in a Timesheet
            • Copy Rows from another Timesheet
            • Copy Planned Hours to a Timesheet
            • Revise a Timesheet
          • Submit Timesheets
            • Submit a Timesheet
            • Explain a Timesheet Revision
            • Unsubmit a Timesheet
          • Approve Timesheets
            • Approve a Timesheet
            • Reassign a Timesheet
            • Reopen a Timesheet
            • Reject a Timesheet
          • Access Another Employee's Timesheet
          • Acknowledge a Billing Labor Transfer
          • Complete Floor Checks
            • Do a Timesheet Floor Check
            • Send Alerts from Floor Check
            • Open Timesheets from Floor Check
          • Submit an Absence Request
          • View Previously Requested Absences
          • View and Print Timesheet Information
            • View Regular and Overtime Hours Totals for a Timesheet
            • View Timesheet Ratios from a Timesheet
            • View Timesheet Line Item Approval Status
            • View Timesheet Audit History
            • Set Up Timesheet Reports to Print Automatically
            • View or Print a Timesheet Report
        • Fields and Options
          • Timesheets Form
            • Display the Timesheets Form
            • Contents of the Timesheets Form: Hours
            • Contents of the Timesheets Form: Units
          • Print Report Dialog Box
            • Display the Print Report Dialog Box
            • Contents of the Print Report Dialog Box
          • Copy a Timesheet Dialog Box
            • Display the Copy a Timesheet Dialog Box
            • Contents of the Copy a Timesheet Dialog Box
          • Timesheet Settings Dialog Box
            • Display the Timesheet Settings Dialog Box
            • Contents of the Timesheet Settings Dialog Box
          • Project/Phase/Task Lookup Dialog Box
            • Display the Project/Phase/Task Lookup Dialog Box
            • Contents of the Project/Phase/Task Lookup Dialog Box
          • Labor Code Lookup Dialog Box
            • Display the Labor Code Lookup Dialog Box
            • Contents of the Labor Code Lookup Dialog Box
          • Unit Tables Dialog Box
            • Display the Unit Tables Dialog Box
            • Contents of the Unit Tables Dialog Box
          • Units Dialog Box
            • Display the Units Dialog Box
            • Contents of the Units Dialog Box
          • Planned Hours Dialog Box
            • Display the Planned Hours Dialog Box
            • Contents of the Planned Hours Dialog Box
          • Billing Transfer Audit Dialog Box
            • Display the Billing Transfer Audit Dialog Box
            • Contents of the Billing Transfer Audit Dialog Box
          • Revision Explanation Dialog Box
            • Display the Revision Explanation Dialog Box
            • Contents of the Revision Explanation Dialog Box
          • Request Absence Dialog Box
            • Display the Request Absence Dialog Box
            • Contents of the Request Absence Dialog Box
          • Previously Requested Absences Dialog Box
            • Display the Previously Requested Absences Dialog Box
            • Contents of the Previously Requested Absences Dialog Box
          • Floor Check Dialog Box
            • Display the Floor Check Dialog Box
            • Contents of the Floor Check Dialog Box
        • Learn More About...
          • Timesheet Access Rights
          • Timesheet Alerts
          • When Comments Are Required on Timesheets
          • Entering Units on Timesheets
          • Entering Start and End Times by Day for Timesheets
          • Checking Submitted Hours against Expected Hours
          • Timesheet Entries and Budgeted Labor
          • Automatically Populating Timesheets with Resource Planning Data
          • Timesheets and Expense Reports and Multiple Companies
          • Timesheet Ratios
          • Using the Calendar to Enter and Submit Timesheets
        • Reports
          • Summarized Timesheet Report
          • Detailed Timesheet Report
      • Expense Report
        • How to...
          • Sort the Expense Reports by Status
          • Open an Expense Report
          • Copy an Existing Expense Report
          • Create a New Expense Report
          • Enter Data in an Expense Report
          • Edit an Expense Report
          • Save an Expense Report
          • Delete an Expense Report
          • Set Up Expense Reports to Print Automatically When You Submit
          • View or Print an Expense Report
          • Submit an Expense Report
          • Approve an Expense Report
          • Restart the Approval Process for an Expense Report
          • Reject an Expense Report
          • Reassign an Expense Report
          • Reopen an Expense Report
          • Unsubmit an Expense Report
          • Check the Status of an Expense Report
          • Check the Status of an Expense Line in Expense Reports
          • Add a Credit Card Charge to an Expense Report
          • Find Credit Card Charges in Expense Reports
          • Attach Receipts to an Expense Report
          • Delete a Receipt from an Expense Report
          • Attach a Receipt to an Expense Line
          • Remove a Receipt from an Expense Line
          • Attach a Receipt to All Existing Expense Lines
          • Detach a Receipt from All Existing Expense Lines
        • Fields and Options
          • Expense Reports Form
            • Display the Expense Reports Form
            • Contents of the Expense Reports Form
          • Credit Card Charges Pane
            • Display the Credit Card Charges Pane
            • Contents of the Credit Card Charges Pane
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
          • Expense Report Settings Dialog Box
            • Display Expense Report Settings Dialog Box
            • Contents of the Expense Report Settings Dialog Box
          • Expense Report Receipts Dialog Box
            • Display the Expense Report Receipts Dialog Box
            • Contents of the Expense Report Receipts Dialog Box
          • Expense Line Receipts Dialog Box
            • Display the Expense Line Receipts Dialog Box
            • Contents of the Expense Line Receipts Dialog Box
          • Approval Progress Dialog Box
            • Display the Approval Progress Dialog Box for Expense Lines
            • Contents of the Approval Progress Dialog Box
          • General Detail Dialog Box
            • Display the General Detail Dialog Box
            • Contents of the General Detail Dialog Box
          • Travel Detail Dialog Box
            • Display the Travel Detail Dialog Box
            • Contents of the Travel Detail Dialog Box
          • Business Meals Detail Dialog Box
            • Display the Business Meals Detail Dialog Box
            • Contents of the Business Meals Detail Dialog Box
          • Approve Dialog Box
            • Display the Approve Dialog Box in Expense Reports
            • Contents of the Approve Dialog Box
          • Reject Dialog Box
            • Display the Reject Dialog Box in Expense Reports
            • Contents of the Reject Dialog Box
          • Change Assignment on Current Step Dialog Box
            • Display the Change Assignment on Current Step Dialog Box in Expense Reports
            • Contents of the Change Assignment on Current Step Dialog Box
          • Reopen Dialog Box
            • Display the Reopen Dialog Box in Expense Reports
            • Contents of the Reopen Dialog Box
        • Learn More About...
          • Timesheets and Expense Reports and Multiple Companies
          • Approval Workflow and Expense Reports
          • Expense Report Status
          • Expense Reports and Supporting Documents
          • Guidelines for Editing an Expense Report
          • Credit Cards and Expense Reports
          • Summarized Expense Report
          • Detailed Expense Report
      • Approval Center
        • How to...
          • Check the Approval Workflow Progress of a Record
          • Approve a Record in Approval Center
          • Reject a Record in Approval Center
          • Reassign a Record in Approval Center
          • Reopen Records in Approval Center
          • View Absence Requests in Approval Center
          • Filter Expense Lines by Project
          • Filter Timesheet Lines by Project
        • Fields and Options
          • Approval Center Form
            • Display the Approval Center Form
            • Contents of the Approval Center Form
              • Absence Requests Grid of the Approval Center Form
              • Expense Lines Grid of the Approval Center Form
              • Expense Reports Grid of the Approval Center Form
              • Timesheet Lines Grid of the Approval Center form
              • Timesheets Grid of the Approval Center form
          • Absence Requests Schedule Dialog Box
            • Display the Absence Requests Schedule Dialog Box
            • Contents of the Absence Requests Schedule Dialog Box
          • Progress Dialog Box
            • Display the Progress Dialog Box
            • Contents of the Progress Dialog Box
          • Approve Dialog Box
            • Display the Approve Dialog Box in Approval Center
            • Contents of the Approve Dialog Box
          • Reject Dialog Box
            • Display the Reject Dialog Box in Approval Center
            • Contents of the Reject Dialog Box
          • Change Assignment on Current Step Dialog Box
            • Display the Change Assignment on Current Step Dialog Box in Approval Center
            • Contents of the Change Assignment on Current Step Dialog Box
          • Reopen Dialog Box
            • Display the Reopen Dialog Box in Approval Center
            • Contents of the Reopen Dialog Box
          • Project Filter Dialog Box
            • Display the Project Filter Dialog Box
            • Contents of the Project Filter Dialog Box
        • Learn More About
          • Setting up and Enabling Approval Center Workflows
          • Record Approval vs Line Item Approval
      • Favorite Reports
        • How To...
          • View and Print Favorite Reports in My Stuff
        • Fields and Options
          • Report Type Form
            • Display the Report Type Form
            • Contents of the Report Type Form
    • Hubs
      • Hubs Basics (Browser)
        • How to...
          • Work With Records
            • Assign an Image to a Record
            • Select a Record to View or Edit
            • Add a New Record from a Lookup
            • Copy a Record
            • Delete a Record
            • Add an Activity to a Record
              • Activity Dialog Box
                • Display the Activity Dialog Box
                • Contents of the Activity Dialog Box
            • Add a Touchpoint to a Record
            • Add Files and Links to a Record
            • Use Quick Edit to Edit a Record
          • Work with Boilerplates
          • Enter Phone Numbers
          • Upload a File to the Files Grid
          • Add a Link to the Links Grid
        • Fields and Options
          • Detail and List Views
            • List View Grid Fields
          • Actions Menu
          • Hubs Tabs
          • Hubs Grids
          • Hubs Fields
          • Hub Dialog Box
            • Display the Hub Dialog Box
            • Contents of the Hub Dialog Box
          • Add Touchpoint Dialog Box
            • Display the Add Touchpoint Dialog Box
            • Contents of the Add Touchpoint Dialog Box
          • Hubs Files and Links Tab
          • Update Image Dialog Box
            • Display the Update Image Dialog Box
            • Contents of the Update Image Dialog Box
        • Learn More About...
          • Adding New Hub Records on the Fly
          • Security Settings for Hubs
      • Screen Designer in Hubs (Browser)
      • How Security is Applied in the Browser
      • Activities
        • Activity Types
        • Activity Reminders
        • Activities Data in Deltek
        • Reassigning Activity Roles to Attendees
        • How to...
          • Add an Activity
          • Edit an Activity
          • Schedule a Follow-up Activity
          • Add an Attendee to an Activity
          • Set an Activity Reminder
        • Fields and Options
          • Activity Form
            • Display the Activity Form
            • Activities Actions Menu
            • Activities Overview Tab
            • Activities Files and Links Tab
      • Contacts
        • How to...
          • Add a Contact
          • Edit a Contact
          • Add a Contact Address
          • Qualifying Contacts
            • Add a New Lead
            • Qualify a Contact
            • Disqualify a Contact
            • Revert a Qualified Contact to a Lead
          • Activate a Contact
        • Fields and Options
          • Contacts Form
            • Display the Contacts Form
            • Contacts Actions Menu
            • Contact Status and Qualification Indicators
            • Contacts Summary Pane
            • Contacts Overview Tab
            • Contacts Activities Tab
            • Contacts Marketing Campaigns Tab
            • Contacts Associations Tab
            • Contacts Our Team Tab
            • Contacts Files and Links Tab
          • Address Dialog Box
            • Display the Address Dialog Box
            • Address Dialog Box
          • Inactive Contact Dialog Box
            • Display the Inactive Contact Dialog Box
            • Contents of the Inactive Contact Dialog Box
          • Qualify Contact Dialog Box
            • Display the Qualify Contact Dialog Box
            • Contents of Qualify Contact Dialog Box
          • Add Opportunity Dialog Box
            • Display the Add Opportunity Dialog Box
            • Contents of the Add Opportunity Dialog Box
          • Add Firm Dialog Box
            • Display the Add Firm Dialog Box
            • Contents of the Add Firm Dialog Box
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Contents of the Activity Dialog Box
        • Learn More About
          • Contacts and Leads
          • Contacts Import Fields
      • Marketing Campaigns
        • How To...
          • Add a Marketing Campaign
          • Edit a Marketing Campaign
          • Attach a Document to a Marketing Campaign
          • Associate a File Link with a Marketing Campaign Record
          • Delete a Marketing Campaign
          • Monitor Marketing Campaigns Results
          • Qualify a Contact from a Marketing Campaign
        • Fields and Options
          • Marketing Campaigns Form
            • Display the Marketing Campaigns Form
            • Campaigns Actions Menu
            • Marketing Campaigns Overview Tab
            • Marketing Campaigns Summary Pane
            • Marketing Campaigns Responses Tab
            • Marketing Campaigns Activities Tab
            • Marketing Campaigns Opportunities & Projects Tab
            • Marketing Campaigns Files and Links Tab
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Contents of the Activity Dialog Box
          • Disqualify Contact Dialog Box
            • Display the Disqualify the Contact Dialog Box
            • Contents of Disqualify Contact Dialog Box
        • Learn More About...
      • Boilerplates
        • How to...
          • Add a Boilerplate
          • Copy a Boilerplate
          • Edit a Boilerplate
          • Delete a Boilerplate
        • Fields and Options
          • Boilerplates Form
            • Display the Boilerplates Form
            • Boilerplates Action Menu
            • Boilerplates General Tab
            • Boilerplates Files and Links Tab
      • Equipment Hub
        • How to...
          • Create an Asset Item from an AP Voucher Line Item
          • Associate an AP Voucher Line Item with an Existing Asset Item
          • Create an Asset Item or Equipment Item from a Purchase Order
          • Create an Asset Item or Equipment Item from a Change Order
          • Create an Asset Item or Equipment Item from a Release Order
          • Enter Depreciation Information for Asset Items Generated Automatically from Other Applications
          • Modify an Equipment Item Created from a Change Order Item
          • Add an Asset Item Directly in the Equipment Hub
          • Add an Equipment Item Directly in the Equipment Hub
          • Enter a Purchasing Item on the Fly in the Equipment Hub
          • Copy an Asset Item or Equipment Item to Create a New Item
          • Identify Active or Inactive Asset Items
          • Assign an Employee to an Asset Item
          • Recover an Asset Item from an Employee
          • Associate an Improvement with an Asset Item
          • Associate a Unit with an Asset Item
          • Delete the Association of a Unit with an Asset Item
          • Delete an Asset Item or Equipment Item
          • Process an Asset Impairment
          • Print an Asset or Equipment Item Report from the Equipment Hub
          • Print Equipment Hub Data from List View
          • Attach a Document to an Equipment Record
          • Associate a File Link with an Equipment Record
        • Fields and Options
          • Equipment Form
            • Display the Equipment Form
            • Toolbar of Equipment Form
            • General Tab of the Equipment Form
            • Purchase Order Tab of the Equipment Form
            • Status Tab of the Equipment Form
            • Links Tab of the Equipment Form
            • Assignments Tab of the Equipment Form
            • GL Cost Tab of the Equipment Form
            • GL Book Tab of the Equipment Form
            • Additional Books Tab of the Equipment Form
            • Files Tab of Equipment Hub
          • Select URL Dialog Box
            • Display the Select URL Dialog Box
            • Contents of the Select URL Dialog Box
          • Items Master Dialog Box
            • Display the Items Master Dialog Box
            • Toolbar of the Items Master Form or Dialog Box
            • General Tab of the Items Master Form or Dialog Box
            • Vendors Tab of the Items Master Form or Dialog Box
          • Equipment Reporting Dialog Box
            • Display the Equipment Reporting Dialog Box
            • Toolbar of Reporting Form or Dialog Box
            • Reports Tab of the Reporting Form or Dialog Box
            • Archived Reports Tab
            • Current Activity Tab of the Reporting Form or Dialog Box
        • Learn More About...
          • Equipment Hub and Asset Management and/or Purchasing
          • Entering and Depreciating Asset Items
          • Asset Management Terminology
          • Purchasing Items Used to Create Asset Items and Equipment Items
          • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
          • Creating Asset Items from AP Vouchers
          • Associating an AP Voucher Line Item with an Existing Asset Item
          • Creating Asset Items and Equipment Items Directly in the Equipment Hub
          • GL Book and Additional Books for Asset Depreciation
          • Identifying Asset Items with an Active or Inactive Status
          • Associating Units with Asset Items
          • Assigning Employees to an Asset Item
          • Recovering an Asset Item from an Employee
          • Section 179 Deductions for Asset Items
          • Asset Impairments
          • Asset Management and Multiple Companies
          • Asset Management and Multiple Currencies
          • Entering Purchasing Items on the Fly in the Equipment Hub
      • Firms
        • How to...
          • Add a Firm
          • Edit a Firm
          • Add a Firm Address
          • Delete a Firm Address
          • Add a Vendor Record
          • Create a New Firm Record when Qualifying a Contact
          • View the Firm Hierarchy
          • Create a New Firm Hierarchy
        • Fields and Options
          • Firms Form
            • Display the Firms Form
            • Firms Actions Menu
            • Firms Summary Pane
            • Firms Overview Tab
            • Firms Associations Tab
            • Firms Contacts Tab
            • Firms Files and Links Tab
            • Firms Our Team Tab
            • Firms Activities Tab
            • Firms Vendor Tab
          • Add Firm Dialog Box
            • Display the Add Firm Dialog Box
            • Contents of the Add Firm Dialog Box
          • Firm Hierarchy Dialog Box
            • Display the Firm Hierarchy Dialog Box
            • Contents of the Firm Hierarchy Dialog Box
          • Firm Report
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Contents of the Activity Dialog Box
        • Learn More About...
          • Firm Hierarchy Overview
          • Security Settings for Firms
          • Firm Classifications
          • Vendor Types and Liability Codes
          • Firm Searches
          • Eurpoean Tax Validation
          • Firms Import Fields
          • Firm Addresses Import Fields
          • Ajera Synchronization with CRM
      • Opportunities
        • How to...
          • Add an Opportunity
          • Edit an Opportunity
          • Close an Opportunity
          • Create a New Opportunity when Qualifying a Contact
          • Add a Firm to an Opportunity
          • Add a Team Member to an Opportunity
          • Filter Milestones for an Opportunity
          • Add a Competitor to an Opportunity
          • Add Proposal Information to an Opportunity
          • Add a Project Code to a Proposal for an Opportunity
          • Create a Promotional Project from an Opportunity
          • Create a Service Estimate for an Opportunity
          • Enter Dates for Estimated Revenue Allocation
          • Use a Template for Estimated Revenue Allocation
          • Start a Kona Conversation
          • Import an Opportunity from GovWin IQ
        • Fields and Options
          • Opportunities Form: Opportunities
            • Display the Opportunities Form
            • Opportunities Actions Menu
            • Opportunities Overview Tab
            • Opportunities Summary Pane
            • Opportunities Team Tab
              • Opportunities Activities Tab
            • Opportunities Activities Tab
            • Opportunities Marketing Campaigns Tab
            • Opportunities Collaboration Tab
            • Opportunities Files and Links Tab
            • Opportunities Competition Tab
            • Opportunities Proposals Tab
            • Estimated Revenue Tab of Opportunities Hub
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Contents of the Activity Dialog Box
          • Opportunities Form: Estimate
            • Display the Opportunities Estimates Form
            • Opportunities Actions Menu
            • Summary Tab of Opportunities Service Estimates Mode
            • Labor Tab of Opportunities Service Estimates Mode
            • Expenses Tab of Opportunities Service Estimates Mode
            • Consultants Tab of Opportunities Service Estimates Mode
            • Units Tab of Opportunities Service Estimates Mode
          • Close Opportunity Dialog Box
            • Display the Close Opportunity Dialog Box
            • Contents of the Close Opportunity Dialog Box
          • GovWin IQ Opportunities Dialog Box
            • Display the GovWin IQ Opportunities Dialog Box
            • Contents
          • New Conversation Dialog Box
            • Display the New Conversation Dialog Box
            • Contents of the New Conversation Dialog Box
        • Learn More About...
          • Kona Integration
            • Start a Kona Conversation
            • Open an Existing Kona Conversation
            • Mark a Kona Conversation as Favorite
            • Find a Favorite Kona Conversation
            • Filter a Conversation Using Highlights
            • Mute a Kona Conversation
            • Delete a Kona Conversation
            • View Notifications for Unread Kona Conversations
          • Opportunities Import Fields
      • Employees Hub
        • Browser Application — Employees Hub
          • How to...
            • Specify Credential Details for an Employee Search
            • Specify Skill Levels for an Employee Search
            • Add an Employee Record (Browser)
            • Edit an Employee Record (Browser)
          • Fields and Options
            • Employees Form (Browser)
              • Display the Employees Form (Browser)
              • Employees Actions Menu (Browser)
              • Employees Summary Pane (Browser)
              • Employees Overview Tab (Browser)
              • Employees Activities Tab (Browser)
              • Employees Professional Tab (Browser)
              • Employees Experience Tab (Browser)
              • Employees Personal Tab (Browser)
              • Employees Firms & Contacts Tab (Browser)
              • Employees Files & Links Tab (Browser)
              • Employees Assets Tab (Browser)
            • Activity Dialog Box
              • Display the Activity Dialog Box
              • Contents of the Activity Dialog Box
            • Format Currency Dialog Box
            • Set Credentials Details Dialog Box
              • Display the Set Credentials Details Dialog Box
              • Contents of the Set Credentials Details Dialog Box
            • Set Skill Details Dialog Box
              • Display the Set Skill Details Dialog Box
              • Contents of the Set Skill Details Dialog Box
          • Learn More About (Browser)
            • Employee Card
              • How to...
                • View Employee Information
                • View Absence Accrual Information
                • View Utilization Ratios
                • View Employee Assignments
              • Fields and Options
                • Employee Card Dialog Box
                  • Display the Employee Card Dialog Box
                  • Header Section of the Employee Card Dialog Box
                  • Profile Tab of the Employee Card Dialog Box
                  • Skills & Credentials Tab of the Employee Card Dialog Box
                  • Assignments Tab of the Employee Card Dialog Box
                  • Projects Tab of the Employee Card Dialog Box
                  • Ratios Tab of the Employee Card Dialog Box
                  • Absence Request Tab of the Employee Card Dialog Box
        • Desktop Application — Employees Hub
          • How To... (Desktop)
            • Add a New Employee Record (Desktop)
            • Copy an Employee Record (Desktop)
            • Add a Photo to an Employee Record (Desktop)
            • Clear an Employee Photo (Desktop)
            • Delete an Employee Record (Desktop)
            • Assign Timesheet Administration Rights to an Employee (Desktop)
            • Assign Expense Administration Rights to an Employee (Desktop)
            • Associate a Link with an Employee Record (Desktop)
            • Attach a Document to an Employee Record (Desktop)
            • Managing Employee Associations (Desktop)
              • Project Examples - Employees Hub (Desktop)
              • Opportunity Examples - Employees Hub (Desktop)
              • Client Example - Employees Hub (Desktop)
              • Contact Examples - Employees Hub (Desktop)
          • How To... (Multiple Companies) — Desktop
            • Select an Employee Record (Multiple Companies) — Desktop
            • Associate an Employee with Additional Companies (Desktop)
            • Copy an Employee Record (Multiple Companies) — Desktop
            • Change an Employee's Home Company (Desktop)
            • View All Companies Associated with an Employee (Desktop)
          • Fields and Options (Desktop)
            • Employees Form (Desktop)
              • Display the Employees Form (Desktop)
              • Toolbar of the Employees Form (Desktop)
              • General Tab of the Employees Form (Desktop)
              • Personal Tab of the Employees Form (Desktop)
              • Accounting Tab of the Employees Form (Desktop)
              • Payroll Tab of the Employees Form (Desktop)
              • Professional Tab of the Employees Form (Desktop)
              • Time Tab of the Employees Form (Desktop)
              • Expense Tab of the Employees Form (Desktop)
              • Projects Tab of the Employees Form (Desktop)
              • CRM Info Tab of the Employees Form (Desktop)
              • Links Tab of the Employees Form (Desktop)
              • Resumes Tab of the Employees Form (Desktop)
              • Associations Tab of the Employees Form (Desktop)
              • Files Tab of the Employees Form (Desktop)
            • Employee Review in the Employees Hub (Desktop)
              • Display the Employee Review Form (Desktop)
        • Learn More About...
          • Employee Withholdings
          • Timesheet Hours Calculation
          • Associating Employees with Multiple Companies
            • Employee Multiple Company Terminology
            • Employee Fields Impacted by the Multicompany Feature
          • Employee Fields Impacted by the Multicompany Feature
          • Employee Searches and Multiple Companies
          • Example: One Employee Associated with Multiple Companies
          • Timesheets and Expense Reports and Multiple Companies
          • Importing Employee Data
      • Projects Hub
        • Browser Application - Projects Hub
          • How to...
            • Create a Project Manually
            • Create a Project from a Project
            • Create a Project from an Opportunity
            • Create a Project from a Template
            • Create a Project from an Opportunity and Project Template
            • Edit a Project's Structure
            • Display Data for Different Projects Levels
            • Select Dashparts to Display
            • Switch Project Amounts from Billing to Cost
            • Specify Cost and Billing Rates for Plans
            • Recalculate Planned Cost and Billing Amounts
            • Select Columns for a Planning Grid
            • Check Out a Project Plan
            • Check in a Project Plan
            • Publish a Project Plan
            • Assign Resources to Projects in Project Planning
            • Assign Expense Types in Project Planning
            • Assign Consultant Types in Project Planning
            • Sort Resources in the Labor Planning Grid
            • Change the Scale for the Calendar Period Columns in Project Planning
            • Enter Summary Planned Hours in Project Planning
            • Enter Planned Hours in Calendar Period Columns in Project Planning
            • Enter Planned Amounts for Expenses and Consultants
            • Display Charts from Project Planning Grids
            • Enter Notes for a WBS Element in Project Planning
            • Delete a Resource Assignment in Project Planning
            • Delete an Expense Type or Consultant Type Assignment from a Project Plan
            • Reschedule Assignments or Plans in the Projects Hub
            • Reassign Work on a Project to Another Resource in Project Planning
            • Reassign an Expense Type Assignment in a Project Plan
            • Reassign a Consultant Type Assignment in a Project Plan
            • Revert a Project Plan to the Last Published Version
            • Delete the Contents of a Project Plan
            • Start a Kona Conversation
            • Approve an Invoice
            • Reject an Invoice
            • View a Draft Invoice That Is Awaiting Approval
            • Enter "In Process" Billing Comments for an Invoice
            • View/Add/Edit/Delete an Accounts Receivable Comment
          • Fields and Options
            • Projects Form (Browser)
              • Display the Projects Form (Browser)
              • Summary Pane of the Projects Form
              • Projects Form: Project Mode
                • Projects Action Menu: Project Mode
                • Dashboard Tab of the Projects Form
                • Overview Tab of the Projects Form
                • Invoices Tab of the Projects Form
                  • Invoices Grid
                  • Invoices Summary Area
                  • Aged Accounts Receivable Chart
                • Teams Tab of the Projects Form
                • Dates & Costs Tab of the Projects Form
                • Collaboration Tab of the Projects Form
                • Activities Tab of the Projects Form
                • Proposal Notes Tab
                • Files & Links Tab of the Projects Form
                • Aged Accounts Receivable Dashpart
                • Aged Unbilled Labor Dashpart
                • Project Plan Summary Dashpart
                • Project Progress Dashpart
              • Projects Form: Plan
                • Plan-Level Fields and Options on the Projects Form
                • Projects Actions Menu: Plan Mode
                • Contract Tab of the Projects Form
                • Labor Tab of the Projects Form
                • Expenses Tab of the Projects Form
                • Consultants Tab of the Projects Form
            • New Project Form
              • Display the New Project Form
              • Contents of the New Project Form
            • Choose Project Structure Dialog Box
              • Display the Choose Project Structure Dialog Box
              • Contents of the Choose Project Structure Dialog Box
            • Edit Project Structure Dialog Box
              • Display the Edit Project Structure Dialog Box
              • Contents of the Edit Project Structure Dialog Box
            • Add Phase Dialog Box
              • Display the Add Phase Dialog Box
              • Contents of the Add Phase Dialog Box
            • Add Task Dialog Box
              • Display the Add Task Dialog Box
              • Contents of the Add Task Dialog Box
            • Copy Project Form
              • Display the Copy Project Form
              • Contents of the Copy Project Form
            • Copy Phase Dialog Box
              • Display the Copy Phase Dialog Box
              • Contents of the Copy Phase Dialog Box
            • Copy Task Dialog Box
              • Display the Copy Task Dialog Box
              • Contents of the Copy Task Dialog Box
            • Project Settings Dialog Box
              • Display the Project Settings Dialog Box
              • Contents of the Project Settings Dialog Box
            • Switch Dashpart Dialog Box
              • Display the Switch Dashpart Dialog Box
              • Contents of the Switch Dashpart Dialog Box
            • Plan Settings Dialog Box
              • Display the Plan Settings Dialog Box
              • General Tab of the Plan Settings Dialog Box
              • Labor Tab of the Plan Settings Dialog Box
              • Expenses Tab of the Plan Settings Dialog Box
              • Consultants Tab of the Plan Settings Dialog Box
            • Column Settings and Selections Dialog Box for Project Planning Grids
              • Display the Column Settings & Selections Dialog Box
              • Contents of the Column Settings and Selections Dialog Box for Project Planning Grids
            • Check In Plans Dialog Box
              • Display the Check In Plans Dialog Box
              • Contents of the Check In Plans Dialog Box
            • Contract Charts Dialog Box
              • Display the Contract Charts Dialog Box
              • Contract Breakdown Chart
              • Contract Calculations Chart
            • Labor Charts Dialog Box
              • Display the Labor Charts Dialog Box
              • Labor Plan Summary Chart
              • Labor Plan Timeline Chart
            • Expenses Charts Dialog Box
              • Display the Expenses Charts Dialog Box
              • Expense Plan Summary Chart
              • Expense Progress Chart
            • Consultants Charts Dialog Box
              • Display the Consultants Charts Dialog Box
              • Consultant Plan Summary Chart
              • Consultant Progress Chart
            • Activity Dialog Box
              • Display the Activity Dialog Box
              • Contents of the Activity Dialog Box
            • Add Expense Types Dialog Box
              • Display the Add Expense Types Dialog Box
              • Contents of the Add Expense Types Dialog Box
            • Add Consultant Types Dialog Box
              • Display the Add Consultant Types Dialog Box
              • Contents of the Add Consultant Types Dialog Box
            • Change Scale Dialog Box
              • Display the Change Scale Dialog Box
              • Contents of the Change Scale Dialog Box
            • New Conversation Dialog Box
              • Display the New Conversation Dialog Box
              • Contents of the New Conversation Dialog Box
            • Reschedule Dialog Box
              • Display the Reschedule Dialog Box from Resource View
              • Display the Reschedule Dialog Box from Project View
              • Display the Reschedule Dialog Box from the Projects Hub
              • Contents of the Reschedule Dialog Box
            • Reassign Dialog Box
              • Display the Reassign Dialog Box in Resource View
              • Display the Reassign Dialog Box in Project View
              • Contents of the Reassign Dialog Box
            • Additional Documentation Dialog Box
              • Display the Additional Documentation Dialog Box
              • Contents of the Additional Documentation Dialog Box
            • Details for Invoice Dialog Box
              • Display the Details for Invoice Dialog Box
              • Contents of the Details for Invoice Dialog Box
            • Accounts Receivable Comments Dialog Box
              • Display the Accounts Receivable Comments Dialog Box
              • Contents of the Accounts Receivable Comments Dialog Box
            • Billing Comments Dialog Box
              • Display the Billing Comments Dialog Box
              • Contents of the Billing Comments Dialog Box
          • Learn More About...
            • Checking Out and Checking In Project Plans
            • Entering Planned Hours for Calendar Periods
            • Entering Summary Planned Hours
            • What Happens When You Reassign Work from One Resource to Another
            • Plan Data and Multiple Currencies
            • Project Charge Types and Planning Expenses and Consultants
            • Security for Project Plans
            • Kona Integration
              • Start a Kona Conversation
              • Open an Existing Kona Conversation
              • Mark a Kona Conversation as Favorite
              • Find a Favorite Kona Conversation
              • Filter a Conversation Using Highlights
              • Mute a Kona Conversation
              • Delete a Kona Conversation
              • View Notifications for Unread Kona Conversations
            • Ajera Synchronization with CRM
            • Standalone Resource Planning
        • Browser Application - Projects Hub
          • How to...
            • Add a New Project Record
            • Create a Work Breakdown Structure for a New Project
            • Create a New Project from a Project Template
            • Create a New Project from an Existing Project
            • Create a New Project from an Opportunity
            • Create a New Project from an Opportunity Fee Estimate
            • Create a New Project from an Opportunity and a Project Template
            • Create a Kona Space for a Project
            • Create a Kona Space for an Existing Project
            • Copy a Project Record
            • Link a Project to an Existing Kona Space
            • Populate the List or Detail View in the Projects Hub with Phase and Task Records
            • Create a New Contact Record on the Accounting Tab
            • Create a New Client Record on the Accounting Tab
            • Create a New Contract Record on the Contract Management Tab
            • Add an Address to a Hub Record
            • Delete an Address from a Hub Record
            • Attach a Document to a Project Record
            • Associate a File Link with a Project Record
            • Managing Project Associations
              • Client Examples - Projects Hub
              • Contact Examples - Projects Hub
              • Employee Examples - Projects Hub
              • Marketing Campaign Examples - Projects Hub
              • Vendor Examples - Projects Hub
            • Add a New Phase Record
            • Add a New Task Record
            • Create a New Phase from an Existing Phase
            • Create a New Phase or Task from a Project Template
            • Create a New Task from an Existing Task
            • Pin the Phase Task Lookup
            • View Phase or Task Details
            • Copy a Phase or Task Record
            • Modify a Phase or Task Record
            • Delete a Hub Record
          • Fields and Options
            • Projects Hub Form
              • Display the Projects Hub Form
              • Toolbar of Projects Hub
              • General Tab of Projects Hub
              • Contract Management Tab of Projects Hub
              • Accounting Tab of Projects Hub
              • Ajera Totals Tab
              • Budget and Revenue Tab of Projects Hub
              • Time and Expense Tab of Projects Hub
              • Ajera CRM - Budget and Revenue Tab of Projects Hub
              • Team Tab of Projects Hub
              • Clients - Contacts Tab of Projects Hub
              • Background Tab of Projects Hub
              • Dates and Costs Tab of Projects Hub
              • Location Tab of Projects Hub
              • Marketing Campaigns Tab of Projects Hub
              • Links Tab of Projects Hub
              • Intercompany Billing Tab of Projects Hub
              • Documents Tab of Projects Hub
              • Files Tab of Projects Hub
            • Project Review Form in the Projects Hub
              • Display the Project Review Form from the Projects Hub
            • Contract Dialog Box
              • Display the Contract Dialog Box
              • Contents of the Contract Dialog Box
            • Create Phase From Dialog Box
              • Display the Create Phase From Dialog Box
              • Contents of the Create Phase From Dialog Box
            • Create Project From Dialog Box
              • Display the Create Project From Dialog Box
              • Contents of the Create Project From Dialog Box
            • Create Task From Dialog Box
              • Display the Create Task From Dialog Box
              • Contents of the Create Task From Dialog Box
            • Advanced Lookup
              • Display Advanced Lookup
              • Contents of Advanced Lookup
          • Learn More About...
            • Project Templates
            • Project Defaults
            • Primary Contacts and Clients on a Project
            • Project Visualizations and the Hubs
            • Work Breakdown Structures and Project Records
            • Phase Task Icon Indicates Projects with WBS Levels
            • Field Mapping for Projects Based on Opportunities and Templates
            • Ajera Synchronization with CRM
      • Units Hub
        • How to...
          • Create a New Unit Table Record
          • Create a New Unit Table from an Inventory Item
          • Copy a Unit Table Record
          • Create a New Unit Record
          • Copy a Unit Record
          • Modify a Unit Record
          • Delete a Unit Record
        • Fields and Options
          • Units Hub Form
            • Display the Units Hub Form
            • Contents of the Units Hub Form
          • Units Dialog Box
            • Display the Units Dialog Box
            • Contents of the Units Dialog Box
        • Learn More About...
          • Unit Tables
          • Unit Billings and Cost Rates on Bills and Reports
          • Unit Fields Based on Inventory Items
          • Associating Units with Asset Items
    • Resource Management
      • Resource View
        • How to...
          • Search for Resources
          • Specify Skill Levels for a Resource Search
          • Specify Credential Details for a Resource Search
          • Build a Team
          • Edit or Delete a Saved Resource Search
          • Edit a Saved Resource Search and Save It As a New Search
          • Pin Resources to Save Them While You Do More Searches
          • Select Columns for a Planning Grid
          • Hide or Show Summary Columns
          • Display Project and Opportunity Numbers in the View Grids
          • Change the Number, Length, or Starting Period of the Calendar Period Grid Columns
          • Change the Capacity Values Displayed in the Grid
          • View Employee Information
          • Assign Work on a Project to One Resource
          • Assign Work on a Project to a Group of Resources
          • Enter Summary Planned Hours in Resource View
          • Enter Planned Hours for Calendar Periods in Resource View
          • Sort Resources and Projects in the Resource View Grid
          • Group Resources in Resource View
          • Reschedule Assignments or Plans in Resource Management
          • Reassign Work on a Project to Another Resource in Resource View
          • Delete a Resource Assignment in Resource View
          • Check in a Project Plan
        • Fields and Options
          • Resource View Toolbars
          • Resource View Actions Menu
          • Resource View Grid
          • Find Resources Pane
            • Display the Find Resources Pane
            • Contents of the Find Resources Pane
          • Change Forecast Range Dialog Box
            • Display the Change Forecast Range Dialog Box
            • Contents of the Change Forecast Range Dialog Box
          • Column Settings & Selections Dialog Box for Resource View
            • Display the Column Settings & Selections Dialog Box
            • Contents of the Column Settings & Selections Dialog Box for Resource View
          • Pinned Dialog Box
            • Display the Pinned Dialog Box
            • Contents of the Pinned Dialog Box
          • Set Skill Levels Dialog Box
            • Display the Set Skill Levels Dialog Box
            • Contents of the Set Skill Details Dialog Box
          • Set Credentials Details Dialog Box
            • Display the Set Credentials Details Dialog Box
            • Contents of the Set Credentials Details Dialog Box
          • Select Organizations Dialog Box
            • Display the Select Organization Dialog Box in Resource View
            • Contents of the Select Organization Dialog Box
          • Change Image Dialog Box
            • Display the Change Image Dialog Box
            • Contents of the Change Image Dialog Box
          • Save Selected Dialog Box
            • Display the Save Selected Dialog Box
            • Contents of the Save Selected Dialog Box
          • Add Assignments Dialog Box
            • Display the Add Assignments Dialog Box
            • Contents of the Add Assignments Dialog Box
          • Add Assignments to Selected Resources Dialog Box
            • Display the Add Assignments to Selected Resources Dialog Box
            • Contents of the Add Assignments to Selected Resources Dialog Box
          • Reschedule Dialog Box
            • Display the Reschedule Dialog Box from Resource View
            • Display the Reschedule Dialog Box from Project View
            • Display the Reschedule Dialog Box from the Projects Hub
            • Contents of the Reschedule Dialog Box
          • Reassign Dialog Box
            • Display the Reassign Dialog Box in Resource View
            • Display the Reassign Dialog Box in Project View
            • Contents of the Reassign Dialog Box
          • Rename Search Dialog Box
          • Check In Plans Dialog Box
            • Display the Check In Plans Dialog Box
            • Contents of the Check In Plans Dialog Box
        • Learn More About...
          • Searching for Resources in Resource View
          • Entering Planned Hours for Calendar Periods
          • Entering Summary Planned Hours
          • What Happens When You Reassign Work from One Resource to Another
          • Checking Out and Checking In Project Plans
      • Project View
        • How to...
          • Select Columns for a Planning Grid
          • Hide or Show Summary Columns
          • Display Project and Opportunity Numbers in the View Grids
          • Assign Resources to a Project in Project View
          • Sort Resources in the Project View Grid
          • Change the Scale for the Calendar Period Columns in Project View
          • Change the Displayed Date Range for the Calendar Period Coliumns in Project View
          • View Employee Information
          • Enter Planned Hours for Calendar Periods in Project View
          • Enter Summary Planned Hours in Project View
          • Enter Notes for a WBS Element in a Plan
          • Delete a Resource Assignment in Project View
          • Move Resource Assignments from an Opportunity to a Project
          • Reschedule Assignments or Plans in Resource Management
          • Reassign Work on a Project to Another Resource in Project View
          • Delete All Resource Assignments for an Opportunity
          • Check in a Project Plan
        • Fields and Options
          • Project View Toolbar
          • Project View Actions Menu
          • Project View Grid
          • Column Settings & Selections Dialog Box for Project View
            • Display the Column Settings & Selections Dialog Box
            • Contents of the Column Settings & Selections Dialog Box for Project View
          • Assign Resources to Project Dialog Box
            • Display the Assign Resources to Project Dialog Box
            • Contents of the Assign Resources to Project Dialog Box
          • Move Opportunity Assignments Dialog Box
            • Display the Move Opportunity Assignments Dialog Box
            • Contents of the Move Opportunity Assignments Dialog Box
          • Change Scale Dialog Box
            • Display the Change Scale Dialog Box
            • Contents of the Change Scale Dialog Box
          • Reschedule Dialog Box
            • Display the Reschedule Dialog Box from Resource View
            • Display the Reschedule Dialog Box from Project View
            • Display the Reschedule Dialog Box from the Projects Hub
            • Contents of the Reschedule Dialog Box
          • Reassign Dialog Box
            • Display the Reassign Dialog Box in Resource View
            • Display the Reassign Dialog Box in Project View
            • Contents of the Reassign Dialog Box
          • Rename Search Dialog Box
          • Check In Plans Dialog Box
            • Display the Check In Plans Dialog Box
            • Contents of the Check In Plans Dialog Box
        • Learn More About...
          • Searching for Projects and Opportunities
          • Entering Planned Hours for Calendar Periods
          • Entering Summary Planned Hours
          • What Happens When You Reassign Work from One Resource to Another
          • Checking Out and Checking In Project Plans
      • Opportunity Plan Structure
        • How to...
          • Set Up an Opportunity Plan Structure
          • Edit an Opportunity Plan Structure
          • Copy a Plan Structure for an Opportunity Plan
          • Open an Opportunity Plan in Project View
          • Add an Opportunity in Resource Management
          • Edit an Opportunity in Resource Management
          • Delete an Opportunity in Resource Management
        • Fields and Options
          • Opportunity Plan Structure Form
          • Opportunity Plan Structure Actions Menu
          • Add/Edit Opportunity Form (in Resource Management)
            • Display the Add Opportunity Form (in Resource Management)
            • Display the Edit Opportunity Form (in Resource Management)
            • Contents of the Add/Edit Opportunity Form (in Resource Management)
    • Billing
      • Basics
        • Checklist: Processing Bills Monthly
        • Relationship to Other Deltek Applications
        • Security Settings for Billing
        • Checklist: Setting Up Billing
        • Company-wide Billing Settings
        • Where Default Billing Terms are Used
      • Pre-Invoices
        • How to...
          • Enable or Disable Pre-Invoice Processing for a Project
          • Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations
          • Create a Pre-Invoice
          • Cancel a Pre-Invoice
        • Learn More About...
          • Pre-Invoice Setup and Configuration
          • Pre-Invoices Workflow
          • Creating Pre-Invoices
          • Canceling Pre-Invoices
          • Taxes and Pre-Invoices
          • Regular Invoices for Projects with Pre-Invoices
          • Paid Pre-Invoices Applied to a Regular Invoice
          • When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
          • General Ledger Entries for a Regular Invoice with Pre-Invoices
          • Voided Regular Invoices and Pre-Invoices
      • Billing Lists
        • How to...
          • Print a Billing List
          • Download a Billing List
          • Email a Billing List
        • Learn More About...
          • Types of Billing Lists
      • Billing Groups
        • How to...
          • Add a Billing Group
          • Modify a Billing Group
          • Add a Project to a Billing Group
          • Delete a Project from a Billing Group
          • Delete a Billing Group
        • Fields and Options
          • Billing Groups Form
            • Display the Billing Groups Form
            • Toolbar of the Billing Groups Form
            • Contents of the Billing Groups Form
        • Learn More About...
          • Record-level Security for Billing Groups
      • Billing Terms
        • Default Billing Terms
        • Default Project Reporting Billing Terms
        • How Deltek Determines Which Billing Terms to Use
        • Methods for Calculating Billing Amounts
        • Billing Terms Changes and the Invoice Approval Process
        • General Billing Terms
          • Printing Billed-to-Date Amounts on Invoices
          • Printing Outstanding Accounts Receivable on Invoices
          • How to...
            • Specify the Client Address for Invoices
        • Labor Billing Terms
          • Labor Methods
            • Labor Multipliers
            • Rate Times Multiplier Method
            • By Category Method (Labor)
            • Rate Table Method
            • By Labor Code Method
            • How to...
              • Display Three Billing Rate Multipliers on an Invoice
          • Overtime Method
            • How to...
            • Learn More About...
              • Example - Employee's Overtime Percent and Rate Table Method
              • Example - Employee's Overtime Percent and Rate Times Multiplier Method
              • Example - Project's Overtime Multiplier and Rate Table Method
              • Example - Project's Overtime Multiplier and Rate Times Multiplier Method
              • Example - Overtime Premium as a Cost
        • Expense Billing Terms
          • Expense Methods
          • By Account Method
          • By Category Method (Expenses)
          • By Vendor Method
        • Unit Billing Terms
        • Fee Billing Terms
          • Billing Phases
          • Fee Methods
          • How to...
            • Enter Prior Fee Billing-to-Date Amounts
            • View a Project's Fee
            • Enable Invoice Posting by Billing Phase
            • Bill Fee-Based Contracts by Billing Phase
        • Scheduled Billing
          • How to...
            • Enable the Scheduled Billing Feature
            • Bill Fee-Based Contracts Using a Billing Schedule
        • Add-on Fee Billing Terms
          • How to...
            • Enter Add-on Fee Billing Terms for a Project
        • Phase or Task (Sub-Level) Billing Terms
          • Phase or Task Rollup Grouping on Invoices
          • How Deltek Determines Phase Terms to Use When Rolling Up Phase Detail on the Invoice
          • How Deltek Determines Task Terms to Use When Rolling Up Task Detail on the Invoice
        • Miscellaneous Billing Terms
          • Billing (Upset) Limit Methods
          • Billing (Upset) Limit Examples
        • AR and BTD Billing Terms
        • Billing Backup Report and Billing Terms
          • How to...
            • Include the Billing Backup Report with an Invoice
        • Pre-Invoices
          • Pre-Invoice Setup and Configuration
          • General Ledger Entries for a Regular Invoice with Pre-Invoices
          • How to...
            • Enable or Disable Pre-Invoice Processing for a Project
        • How to...
          • Use Billing Terms to Generate Project Reports Without Generating Invoices
          • Use Billing Terms to Generate Unbilled Reports Without Generating Invoices
          • Review Projects with Missing Billing Terms
          • Review Project Billing Terms
          • Select a Project in Billing Terms
          • Enter Project-Level Billing Terms
          • Enter Project-Level Billing Terms Only for a Project with Phases or Tasks
          • Enter Phase Billing Terms
          • Enter Task Billing Terms
          • Modify Billing Terms
          • Delete Billing Terms
        • Fields and Options
          • Billing Terms Form
            • Display the Billing Terms Form
            • Toolbar of Billing Terms
            • General Tab of Billing Terms
            • Labor Tab of Billing Terms
            • Expenses/Units Tab of Billing Terms
            • Fees Tab of Billing Terms
            • Add-ons Tab of Billing Terms
            • Phase Sub-Level Terms Tab of Billing Terms
            • Task Sub-Level Terms Tab of Billing Terms
            • Misc Tab of Billing Terms
            • AR and BTD Tab of Billing Terms
            • Billing Backup Tab of Billing Terms
            • Pre-Invoice Tab of Billing Terms
          • Create New Dialog Box for Scheduled Billing
            • Display the Create New Dialog Box for Scheduled Billing
            • Contents of the Create New Dialog Box for Scheduled Billing
          • Fee Display Dialog Box
            • Display the Fee Display Dialog Box
            • Contents of the Fee Display Dialog Box
          • Copy Billing Terms Dialog BoX
            • Display the Copy Billing Terms Dialog Box
            • Contents of the Copy Billing Terms Dialog Box
          • Billing Phase Grouping Dialog Box
            • Display the Billing Phase Grouping Dialog Box
            • Contents of the Billing Phase Grouping Dialog Box
      • Retainage
        • Checklist: Setting Up Retainage
        • Effects of Enabling Retainage
        • Setting up Retainage Accounts
        • How Retainage is Calculated on Invoices
        • Displaying Retainage on Reports
        • Examples of How Retainage is Calculated Over the Life of a Project
        • Examples of Mapped Retainage Accounts
        • How to...
          • Enable the Retainage Feature
          • Set Up Multiple Retainage Accounts
          • Set Up One Retainage Account
          • Map Your Retainage Accounts
          • Release Retainage for Billing
          • Release a Portion of Retainage for Billing
          • Print the Retainage Invoice Report
      • Retainers
        • How to...
          • Enable and Configure the Retainer Feature
          • Enter a Client's Retainer Payment in Cash Receipts Transaction Entry
          • Apply a Client's Retainer Toward an Invoice
      • Bill Processing
        • Invoices
        • Displaying Leading Zeros in Invoice Numbers
        • Billing Backup Report and Billing Terms
        • Billing Backup Report and Invoice Review Process
        • Billing Session Options
          • How to...
            • Specify the Client Address for Invoices
          • Fields and Options
            • Billing Session Options Dialog Box
        • Pre-Invoices
          • Pre-Invoice Setup and Configuration
          • Pre-Invoices Workflow
          • Creating Pre-Invoices
          • Canceling Pre-Invoices
          • Taxes and Pre-Invoices
          • Paid Pre-Invoices Applied to a Regular Invoice
          • When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
          • General Ledger Entries for a Regular Invoice with Pre-Invoices
          • Voided Regular Invoices and Pre-Invoices
          • How to...
            • Enable or Disable Pre-Invoice Processing for a Project
            • Create a Pre-Invoice
            • Cancel a Pre-Invoice
        • Interactive Billing
          • Checklist: Processing Bills in Interactive Billing
          • Internal Notes for a Project
          • WBS Icons in Interactive Billing
          • Interactive Billing Expenses and Supporting Documents
          • Printing a Supporting Document with an Invoice
          • Sorting the Supporting Documents
          • Transaction Options for Interactive Billing
            • Viewing Billing Transactions
            • Reviewing Time Billed on Prior Invoices
            • Viewing Emailing and Printing Invoices in Interactive Billing
              • How to...
                • Select Printer Settings for the Current Session
                • Email Invoices to Project Stakeholders (Interactive Billing)
                • Print or Preview a Draft Invoice Before You Accept It
                • Preview an Invoice
                • View Supporting Documents on the Supporting Documents Dialog Box
                • View Prior Invoices
            • Assigning the Next Invoice Number
              • How to...
                • Assign the Next Invoice Number
            • Accepting Final Invoices
              • How to...
                • Review Billing Terms for the Current Billing Session
                • Include the Billing Backup Report with an Invoice
                • Update Fees for a Project on a Billing Form
                • Review Retainage for the Current Billing Session
                • Insert an Invoice Transaction
                • Accept the Final Invoice in Interactive Billing
                • Accept an Invoice on the Supporting Document Dialog Box
            • Printing Final Invoices
              • How to...
                • Print an Invoice
                • Reprint a Final Invoice
            • Editing Invoices in a Third-party Application
              • How to...
                • Save an Invoice to Edit in a Third Party Application
                • Upload an Edited Invoice
                • Delete an Invoice Edited in a Third Party Application
            • Voiding Final Invoices
              • How to...
                • Void an Invoice and Update the General Ledger
                • Void an Invoice but Do Not Update the General Ledger
            • Deleting Final Invoices
              • How to...
                • Delete a Final Invoice or a Credit Memo
            • Credit Memos
              • Credit Memo Contents
              • How to...
                • Create a Credit Memo
                • Void a Credit Memo
                • Delete a Final Invoice or a Credit Memo
            • Fields and Options
              • Interactive Billing Form
                • Display the Interactive Billing Form
                • Toolbar of Interactive Billing
                • General Tab of Interactive Billing
                • Labor Tab of Interactive Billing
                • Expenses Tab of Interactive Billing
                • Units Tab of Interactive Billing
              • Billing Session Options Dialog Box
                • Display the Billing Session Options Dialog Box
                • Contents of the Billing Session Options Dialog Box
              • Billing Session Printer Dialog Box
                • Display the Billing Session Printer Dialog Box
                • Contents of the Billing Session Printer Dialog Box
              • Billing Terms Fees Tab Dialog Box
                • Display the Billing Terms Fees Tab Dialog Box
                • Contents of the Billing Terms Fees Tab Dialog Box
              • Bill Retainage Dialog Box
                • Display the Bill Retainage Dialog Box
                • Contents of the Bill Retainage Dialog Box
              • Assign Invoice Dialog Box
                • Display the Assign Invoice Dialog Box
                • Contents of the Assign Invoice Dialog Box
              • Fee Display Dialog Box
                • Display the Fee Display Dialog Box
                • Contents of the Fee Display Dialog Box
              • Invoice File Selection Dialog Box
                • Display the Invoice File Selection Dialog Box
              • Invoice Accept Dialog Box
                • Display the Invoice Accept Dialog Box
              • Invoices on File Dialog Box
                • Display the Invoices on File Dialog Box
                • Contents of the Invoice File Selection Dialog Box
              • Invoice Credit Dialog Box
                • Display the Invoice Credit Dialog Box
                • Contents of the Invoice Credit Dialog Box
              • Supporting Document Dialog Box in Interactive Billing
                • Display the Supporting Document Dialog Box in Interactive Billing
                • Contents of the Supporting Document Dialog Box in Interactive Billing
              • Billing Labor Delete Dialog Box
                • Display the Billing Labor Delete Dialog Box
                • Contents of the Billing Labor Delete Dialog Box
              • Billing Labor Hold Dialog Box
                • Display the Billing Labor Hold Dialog Box
                • Contents of the Billing Labor Hold Dialog Box
              • Billing Labor Insert Dialog Box
                • Display the Billing Labor Insert Dialog Box
                • Contents of the Billing Labor Insert Dialog Box
              • Billing Labor Modify Dialog Box
                • Display the Billing Labor Modify Dialog Box
                • Contents of the Billing Labor Modify Dialog Box
              • Billing Labor Release Dialog Box
                • Display the Billing Labor Release Dialog Box
                • Contents of the Billing Labor Release Dialog Box
              • Billing Labor Summary Dialog Box
                • Display the Billing Labor Summary Dialog Box
                • Contents of the Billing Labor Summary Dialog Box
              • Billing Labor Transfer Dialog Box
                • Display the Billing Labor Transfer Dialog Box
                • Contents of the Billing Labor Transfer Dialog Box
              • Billing Labor View Dialog Box
                • Display the Billing Labor View Dialog Box
                • Contents of the Billing Labor View Dialog Box
              • Billing Labor Write-off Dialog Box
                • Display the Billing Labor Write-off Dialog Box
                • Contents of the Billing Labor Write-off Dialog Box
              • Billing Expense Delete Dialog Box
                • Display the Billing Expense Delete Dialog Box
                • Contents of the Billing Expense Delete Dialog Box
              • Billing Expense Hold Dialog Box
                • Display the Billing Expense Hold Dialog Box
                • Contents of the Billing Expense Hold Dialog Box
              • Billing Expense Insert Dialog Box
                • Display the Billing Expense Insert Dialog Box
                • Contents-Billing Expense Insert Dialog Box
              • Billing Expense Modify Dialog Box
                • Display the Billing Expense Modify Dialog Box
                • Contents of the Billing Expense Modify Dialog Box
              • Billing Expense Release Dialog Box
                • Display the Billing Expense Release Dialog Box
                • Contents of the Billing Expense Release Dialog Box
              • Billing Expense Summary Dialog Box
                • Display the Billing Expense Summary Dialog Box
                • Contents of the Billing Expense Summary Dialog Box
              • Billing Expense Transfer Dialog Box
                • Display the Billing Expense Transfer Dialog Box
                • Contents of the Billing Expense Transfer Dialog Box
              • Billing Expense View Dialog Box
                • Display the Billing Expense View Dialog Box
                • Contents of the Billing Expense View Dialog Box
              • Billing Expense Write-off Dialog Box
                • Display the Billing Expense Write-off Dialog Box
                • Contents of the Billing Expense Write-off Dialog Box
              • Billing Unit Delete Dialog Box
                • Display the Billing Unit Delete Dialog Box
                • Contents of the Billing Unit Delete Dialog Box
              • Billing Unit Hold Dialog Box
                • Display the Billing Unit Hold Dialog Box
                • Contents of the Billing Unit Hold Dialog Box
              • Billing Unit Insert Dialog Box
                • Display the Billing Unit Insert Dialog Box
                • Contents of the Billing Unit Insert Dialog Box
              • Billing Unit Modify Dialog Box
                • Display the Billing Unit Modify Dialog Box
                • Contents of the Billing Unit Modify Dialog Box
              • Billing Unit Release Dialog Box
                • Display the Billing Unit Release Dialog Box
                • Contents of the Billing Unit Release Dialog Box
              • Billing Unit Summary Dialog Box
                • Display the Billing Unit Summary Dialog Box
                • Contents of the Billing Unit Summary Dialog Box
              • Billing Unit Transfer Dialog Box
                • Display the Billing Unit Transfer Dialog Box
                • Contents of the Billing Unit Transfer Dialog Box
              • Billing Unit View Dialog Box
                • Display the Billing Unit View Dialog Box
                • Contents of the Billing Unit View Dialog Box
              • Billing Unit Write-off Dialog Box
                • Display the Billing Unit Write-off Dialog Box
                • Contents of the Billing Unit Write-off Dialog Box
              • Billing Comments Dialog Box
                • Display the Billing Comments Dialog Box
                • Contents of the Billing Comments Dialog Box
        • Invoice Approval
          • Security Roles and Invoice Approvals
          • Billing Terms Changes and the Invoice Approval Process
          • Editing an Invoice in the Approval Process
          • Invoice Approvals and Batch Billing
          • How to...
            • View Invoice Approval Status in Interactive Billing
            • Submit an Invoice for Approval from Interactive Billing
            • Submit Draft Invoices for Approval in Batch Billing
            • Approve or Reject Invoices on the Invoice Approvals Form
            • Approve or Reject Invoices on the Interactive Approvals Form
            • Unsubmit an Invoice
            • Transfer Transaction Detail Between Projects for Interactive Approvals
          • Fields and Options
            • Invoice Approvals Form
              • Display the Invoice Approvals Form
              • Contents of the Invoice Approvals Form
            • Interactive Approvals Form
              • Display the Interactive Approvals Form
              • Toolbar of Interactive Approvals
              • General Tab of Interactive Approvals
              • Labor Tab of Interactive Approvals
              • Expenses Tab of Interactive Approvals
              • Units Tab of Interactive Approvals
            • Interactive Approvals Labor Transfer Dialog Box
              • Display the Interactive Approvals Labor Transfer Dialog Box
              • Contents of the Interactive Approvals Labor Transfer Dialog Box
            • Billing Comments Dialog Box
              • Display the Billing Comments Dialog Box
              • Contents of the Billing Comments Dialog Box
        • Batch Billing
          • Checklist: Processing Invoices in Batch Billing
          • Settings and Terms that Affect Batch Billing
          • Including the Batch Invoice List
          • Batch Billing and the Process Server
          • Preparing Batch Billing to Process Invoices
            • How to...
              • Select Projects for Batch Billing
              • Set the Invoice Sorting Order
              • Update Fees for a Project on a Billing Form
              • Save a Set of Batch Billing Options
              • Restore Default Batch Billing Options
          • Processing Batch Invoices
            • How to...
              • Process Invoices Without Printing
              • Generate a Single Report that Includes all Invoices in Draft Runs
              • Process Draft Invoices
              • Include the Billing Backup Report with an Invoice
              • Process Final Invoices From Batch Billing
              • Schedule Batch Billing Runs
              • Stop a Submitted Batch Billing Run
              • Unsubmit Invoices (Batch Billing)
          • Printing Invoices or Invoice Reports (Batch Billing)
            • How to...
              • Select Printer Settings for the Current Session
              • Print Invoices or Invoice Reports Automatically (Batch Billing)
              • Email Invoices to Project Stakeholders (Batch Billing)
              • Generate Invoices but Print Them at a Later Time (Batch Billing)
              • Generate a Single Report that Includes all Invoices in Draft Runs
          • Invoice Approvals and Batch Billing
            • Checklist: Processing Invoices that Require Approval (Batch Billing)
            • How to...
              • Print Draft Invoices in Batch Billing Before You Submit Them for Approval
              • Submit Draft Invoices for Approval in Batch Billing
              • Final Accept Approved Invoices in Batch Billing
          • Pre-Invoices
            • Creating Pre-Invoices
            • Canceling Pre-Invoices
            • Regular Invoices for Projects with Pre-Invoices
            • How to...
              • Enable or Disable Pre-Invoice Processing for a Project
              • Create a Pre-Invoice
              • Cancel a Pre-Invoice
          • Fields and Options
            • Batch Billing Form
              • Display the Batch Billing Form
              • Toolbar of Batch Billing
              • Main Tab of Batch Billing
              • Previously Run Batches Tab of Batch Billing
            • Billing Session Options Dialog Box
              • Display the Billing Session Options Dialog Box
              • Contents of the Billing Session Options Dialog Box
            • Invoice File Selection Dialog Box
              • Display the Invoice File Selection Dialog Box
              • Contents of the Invoice File Selection Dialog Box
            • Invoices on File Dialog Box
              • Display the Invoices on File Dialog Box
              • Contents of the Invoices on File Dialog Box
            • Billing Terms Fees Tab Dialog Box
              • Display the Billing Terms Fees Tab Dialog Box
              • Contents of the Billing Terms Fees Tab Dialog Box
            • Billing Comments Dialog Box
              • Display the Billing Comments Dialog Box
              • Contents of the Billing Comments Dialog Box
            • Unsubmit Invoice Dialog Box
              • Display the Unsubmit Invoice Dialog Box
              • Contents of the Unsubmit Invoice Dialog Box
        • Writing Off Bad Debt
          • How to...
            • Write Off Bad Debt Using a Negative Invoice
            • Write Off Bad Debt Using Cash Receipts and a Bad Debt Direct Expense Account
            • Write Off Bad Debt Using Cash Receipts and an Indirect Expense Account
            • Write Off Bad Debt by Making an Allowance for a Bad Debt Account
        • Updating Billed-to-Date Amounts
          • How to...
            • Update Prior Fee Billings in Billing Terms
            • Update Billed-to-Date Amounts in Billing Terms and the Office Earnings Report
            • Update Billed-to-Date Amounts in Billing Terms Only
            • Change the Previous Fee Billed on an Invoice
        • Learn More About...
          • Posting Billings to Below the Line Accounts
          • Bill Consultant Expense as Labor
          • Release Retainage for Billing
          • Release a Portion of Retainage for Billing
          • Bill Units on an Invoice
          • Bill Mileage as an Expense at a Different Rate Than the Cost Rate
          • Bill Mileage as a Unit at a Different Rate Than the Cost Rate
          • Overpayment Examples
      • Refresh Billing Extensions
        • How to...
          • Select Projects for Billing Extension Refresh
          • Refresh Billing Extensions Immediately
          • Schedule Refresh Billing Extension Runs
          • Add a Missing Billing Category to Fix a Zero Billing Extension
          • Save Refresh Billing Extension Options
        • Fields and Options
          • Refresh Billing Extensions Form
            • Display the Refresh Billing Extensions Form
            • Contents of the Refresh Billing Extensions Form
      • Invoice Template Editor
        • Invoice Templates for Pre-Invoices
        • How to...
          • Create a New Invoice Template
          • Edit an Invoice Template
          • Copy an Invoice Template
          • Preview an Invoice Template
          • Assign an Invoice Template to a Project
          • Assign an Invoice Template to Multiple Projects
          • Upload Logos and Images for Invoice Templates
          • Add Logos and Images to Invoice Templates
          • Delete an Invoice Template
          • Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations
          • Add Projects Hub Fields and User-Defined Fields to an Invoice Template
        • Fields and Options
          • Invoice Template Editor Form
            • Display the Invoice Template Editor Form
            • Toolbar of Invoice Template Editor
            • General Tab of Invoice Template Editor
            • Images Tab of Invoice Template Editor
            • Project Info Tab of Invoice Template Editor
            • Sections Tab of Invoice Template Editor
            • Totals Tab of Invoice Template Editor
            • Signature Tab of Invoice Template Editor
            • Invoice Selection Tab of Invoice Template Editor
            • Misc Tab of Invoice Template Editor
      • Updating Billing Status for Multiple Transactions
        • Fields and Options
          • Update Billing Status Form
            • Display the Update Billing Status Form
            • Contents of the Update Billing Status Form
          • Billing Comments Dialog Box
            • Display the Billing Comments Dialog Box
            • Contents of the Billing Comments Dialog Box
      • Employee Realization
        • Employee Realization in Interactive Billing and Batch Billing
        • How to...
          • Allocate Employee Realization
        • Fields and Options
          • Employee Realization Allocation Form
            • Display the Employee Realization Allocation Form
            • Contents of the Employee Realization Allocation Form in Employee Realization
          • Employee Realization Allocation Dialog Box
            • Display the Employee Realization Allocation Dialog Box
            • Contents of the Employee Realization Allocation Dialog Box
      • Billing Reports
    • Transaction Center
      • Transaction Entry
        • Process Overview for Transaction Entry
        • Transaction Entry Form
          • Display the Transaction Entry Form
          • Toolbar of the Transaction Entry Form
          • Transactions Tab of the Transaction Entry Form
        • AP Disbursements
          • How to work with AP Disbursements
            • Add a New AP Disbursement File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • How to work with Supporting Documents and AP Disbursements
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to an AP Disbursement Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Automatically Associate a Document with All AP Disbursement Transactions
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Remove a Document’s Association from all AP Disbursement Transactions
            • Delete a Document from all Transaction Lines
          • Fields and Options
            • AP Disbursements Form
              • Display the AP Disbursements Form
              • Toolbar of the AP Disbursements Form
              • Contents of the AP Disbursements Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Tax Codes Dialog Box
              • Display the Tax Codes Dialog Box
              • Contents of the Tax Codes Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
            • Supporting Document Dialog Box
              • Display the Supporting Document Dialog Box
              • Contents of the Supporting Document Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
          • Learn More About...
            • AP Disbursements Paid by Credit Card
            • AP Disbursements and Supporting Documents
        • AP Vouchers
          • How to work with AP Vouchers
            • Add a New Accounts Payable Voucher
            • Copy an AP Voucher Line Item
            • Reverse an AP Voucher Line Item
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Create an Asset Item from an AP Voucher Line Item
            • Associate an AP Voucher Line Item with an Existing Asset Item
            • Post a Transaction File
            • Delete a Transaction File
          • How to work with Supporting Documents and AP Vouchers
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to an AP Voucher Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Automatically Associate a Document with All AP Voucher Transactions
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Remove a Document’s Association from all AP Voucher Transactions
            • Delete a Document from all Transaction Lines
          • Fields and Options
            • AP Vouchers Form
              • Display the AP Vouchers Form
              • Toolbar of the AP Vouchers Form
              • Contents of the AP Vouchers Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Supporting Document Dialog Box
              • Display the Supporting Document Dialog Box
              • Contents of the Supporting Document Dialog Box
            • Tax Codes Dialog Box
              • Display the Tax Codes Dialog Box for AP Voucher Transaction Entry
              • Contents of the Tax Codes Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
          • Learn More About...
            • Creating Asset Items from AP Vouchers
            • Associating an AP Voucher Line Item with an Existing Asset Item
            • Undoing an AP Voucher Posting that Has Asset Items
            • AP Vouchers and Supporting Documents
        • Cash Disbursements
          • How to...
            • Add a New Cash Disbursement File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Cash Disbursements Form
              • Display the Cash Disbursements Form
              • Toolbar of the Cash Disbursements Form
              • Contents of the Cash Disbursements Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Tax Codes Dialog Box
              • Display the Tax Codes Dialog Box for Cash Disbursements Transaction Entry
              • Contents of the Tax Codes Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
        • Cash Receipts
          • How to...
            • Add a New Cash Receipt File
            • Modify a Transaction File
            • Apply a Cash Receipt to a Pre-Invoice
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Cash Receipts Form
              • Display the Cash Receipts Form
              • Toolbar of the Cash Receipts Form
              • Contents of the Cash Receipts Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
          • Learn More About...
            • Cash Receipts for Pre-Invoices
        • Employee Expenses
          • How to...
            • Add a New Employee Expense File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Employee Expenses Form
              • Display the Employee Expenses Form
              • Toolbar of the Employee Expenses Form
              • Contents of the Employee Expenses Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the New File Dialog Box
            • Tax Codes Dialog Box
              • Display the Tax Codes Dialog Box for Employee Expenses Trans Entry
              • Contents of the Tax Codes Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
          • Learn More About...
            • Line Item Approvals for Expense Reports and Timesheets
        • Employee Repayments
          • How to...
            • Add a New Employee Repayment File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Employee Repayments Form
              • Display the Employee Repayments Form
              • Toolbar of the Employee Repayments Form
              • Contents of the Employee Repayments Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
        • Invoices
          • How to...
            • Add a New Invoice File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Invoices Form
              • Display the Invoices Form
              • Toolbar of the Invoices Form
              • Contents of the Invoices Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the New File Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
        • Journal Entries
          • How to...
            • Add a New Journal Entry File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Journal Entries Form
              • Display the Journal Entries Form
              • Toolbar of the Journal Entries Form
              • Contents of the Journal Entries Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Tax Codes Dialog Box - Journal Entries
              • Display the Tax Codes Dialog Box - Journal Entries
              • Contents of the Tax Codes Dialog Box for Journal Entries
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
            • Custom Frequency Dialog Box
              • Display the Custom Frequency Dialog Box
              • Contents of the Custom Frequency Dialog Box
        • Labor Adjustments
          • How to...
            • Add a New Labor Adjustment File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Labor Adjustments Form
              • Display the Labor Adjustments Form
              • Toolbar of the Labor Adjustments Form
              • Contents of the Labor Adjustments Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
          • Learn More About...
            • Labor Adjustments and Employee Realization
        • Miscellaneous Expenses
          • How to...
            • Add a New Miscellaneous Expense File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Miscellaneous Expenses Form
              • Display the Miscellaneous Expenses Form
              • Toolbar of the Miscellaneous Expenses Form
              • Contents of the Miscellaneous Expenses Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
        • Prints and Reproductions
          • How to...
            • Add a New Prints and Reproductions File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Prints and Reproductions Form
              • Display the Prints and Reproductions Form
              • Contents of the Prints and Reproductions Form
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
        • Timesheets
          • How to...
            • Add a New Timesheet Entry File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Fields and Options
            • Timesheets Form (Transaction Entry)
              • Display the Timesheets Form (Transaction Entry)
              • Toolbar of the Timesheets Form (Transaction Entry)
              • Contents of the Timesheets Form (Transaction Entry)
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
          • Learn More About...
            • Line Item Approvals for Expense Reports and Timesheets
        • Units
          • How to Work with Unit Transactions
            • Add a New Unit File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • How to Work with Supporting Documents and Unit Transactions
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to a Units Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Associate a Document with All Existing Transactions Lines
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Association from all Units Transaction Lines
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Delete a Document from all Transaction Lines
          • Fields and Options
            • Units Form
              • Display the Units Form
              • Toolbar of the Units Form
              • Contents of the Units Form
            • Supporting Document Dialog Box for Units
              • Display the Supporting Document Dialog Box for Units
              • Contents of the Supporting Document Dialog Box for Units
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
        • Units by Project
          • How to Work with Unit by Project Transactions
            • Add a New Units by Project File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • How to Work with Supporting Documents and Units by Project Transactions
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to a Units by Project Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Associate a Document with All Existing Transactions Lines
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Association from all Units by Project Transaction Lines
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Delete a Document from all Transaction Lines
          • Fields and Options
            • Units by Project Form
              • Display the Units by Projects Form
              • Toolbar of the Units by Project Form
              • Contents of the Units by Project Form
            • Supporting Document Dialog Box for Units
              • Display the Supporting Document Dialog Box for Units
              • Contents of the Supporting Document Dialog Box for Units
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
      • Transaction Lists
        • How to...
          • Print or Preview a Transaction List
          • Review or Print a Transaction List for Expense Reports from Time and Expense
          • Review or Print a Transaction List for Timesheets from Time & Expense
          • Set Reporting Options for a Transaction List
        • Fields and Options
          • Transaction Lists Form
            • Display the Transaction Lists Form
            • Transactions Tab of the Transaction Lists Form
            • Timesheets Tab of the Transaction Lists Form
            • Expense Reports Tab of the Transaction Lists Form
        • Learn More About...
          • Line Item Approvals for Expense Reports and Timesheets
          • Credit Card Information on Transaction List Reports
      • Transaction Posting
        • How to...
          • Post a Transaction File
          • Post or Modify a Recurring Transaction in a Future Period
          • Post Expense Reports in Transaction Posting
          • Post Timesheets in Transaction Posting
        • Fields and Options
          • Transaction Posting Form
            • Display the Transaction Posting Form
            • Toolbar of the Transaction Posting Form
            • Transactions Tab of the Transaction Posting Form
            • Timesheets Tab of the Transaction Posting Form
            • Expense Reports Tab of the Transaction Posting Form
        • Learn More About...
          • Correcting Posted Transactions
      • Posting Logs
        • How to...
          • Print or Preview a Posting Log
          • Set Reporting Options for a Posting Log
        • Learn More About...
          • Posting Logs Created Outside the Transaction Center
          • Credit Card Information on Transaction Posting Log Reports
      • Posting Review Report
      • Learn More About...
        • Checklist: Entering and Posting Transactions
        • Transaction Types and Automatic Postings
        • Setting Up Recurring Transactions
        • Approval Process for the Transaction Center
        • Transactions and Employees Associated with Multiple Companies
    • Accounting
      • Accounts Payable
        • Basics
          • Accounts Payable and Settings
          • Accounts Payable and Multiple Companies
          • Accounts Payable and Multiple Currencies
        • Vendor Review
          • How to...
            • Review and Modify Vouchers
          • Fields and Options
            • Vendor Review Form
              • Display the Vendor Review Form
              • Vouchers Tab of the Vendor Review Form
              • Tax Analysis Tab of the Vendor Review Form
              • Purchase Orders Tab of the Vendor Review Form
            • Vendor Options Dialog Box
              • Display the Vendor Options Dialog Box
              • Contents of the Vendor Options Dialog Box
            • Voucher Review Dialog Box
              • Display the Voucher Review Dialog Box
              • Contents of the Voucher Review Dialog Box
            • Voucher Details Dialog Box
              • Display the Voucher Details Dialog Box
              • Contents of the Voucher Details Dialog Box
            • Payments Dialog Box
              • Display the Payments Dialog Box
              • Contents of the Payments Dialog Box
            • Payment Summary Dialog Box
              • Display the Payment Summary Dialog Box
              • Contents of the Payment Summary Dialog Box
            • Supporting Document Dialog Box for Vendor Review
              • Display the Supporting Document Dialog Box for Vendor Review
              • Contents of the Supporting Document Dialog Box for Vendor Review
          • Learn More About...
            • Payment Terms and Accounts Payable
        • Payment Processing
          • How to... (Process Payments)
            • Create an AP Posting Run
            • Open an Existing AP Posting Run
            • Delete an AP Posting Run
            • Process Automatic Payments
            • Process Manual Select Payments
            • Run Multiple Payment Processing Sessions
            • Process Payments in a Prior Period
            • Pay a Voucher in Full
            • Make a Partial Payment on a Voucher
            • Review Vendor Balances and Payments
            • Sort AP Payments
            • Perform Initial Test Direct Deposit
            • Delete a Payment Processing Run
          • How to...
            • Preview Checks On Your Screen
            • Print AP Checks
            • Assign Check Numbers for Remaining Checks
            • Assign a Check Number to a Single Check
            • Print the Remittance Advice Report
            • Print a File Copy of Checks
            • Post Payments
            • Print the AP Payment Processing Posting Log
          • Fields and Options
            • AP Payment Processing Form
              • Display the AP Payment Processing Form
              • Toolbar of the AP Payment Processing Form
              • General Tab of the AP Payment Processing Form
              • Vendor Review Tab of the AP Payment Processing Form
            • Payment Printing and Numbering Form (AP)
              • Display the Payment Printing and Numbering Form (AP)
              • Toolbar of the Payment Printing and Numbering Form (AP)
              • Contents of the Payment Printing and Numbering Form (AP)
            • AP Electronic Funds Transfer (EFT) Form
              • Display the AP Electronic Funds Transfer (EFT) Form
              • Toolbar of the AP Electronic Funds Transfer (EFT) Form
              • Contents of the AP Electronic Funds Transfer (EFT) Form
            • Select Posting Runs Dialog Box
              • Display the Select Posting Runs Dialog Box
              • Contents of the Select Posting Runs Dialog Box
            • Assign Payment Numbers Dialog Box
              • Display the Assign Payment Numbers Dialog Box
              • Contents of the Assign Payment Numbers Dialog Box
            • Cash Requirements Dialog Box
              • Display the Cash Requirements Dialog Box
              • By Bank Tab of Cash Requirements Dialog Box
              • By Vendor Tab of Cash Requirements Dialog Box
            • Partial Payments Dialog Box
              • Display the Partial Payments Dialog Box
              • Contents of the Partial Payments Dialog Box
            • Print Payments Dialog Box
              • Display the Print Payments Dialog Box
              • Contents of the Print Payments Dialog Box
            • AP Payment Margins Dialog Box
              • Display the AP Payment Margins Dialog Box
              • Contents of the AP Payment Margins Dialog Box
            • Vendor Balances Dialog Box
              • Display the Vendor Balances Dialog Box
              • Contents of the Vendor Balances Dialog Box
            • Vendor Bank Information Dialog Box
              • Display the Vendor Bank Information Dialog Box
              • Contents of the Vendor Bank Information Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
            • Download Payments to Text File Dialog Box
              • Display the Download Payments to Text File Dialog Box
              • Contents of the Download Payments to Text File Dialog Box
            • Override Fee Debit Dialog Box
              • Display the Override Fee Debit Dialog Box
              • Contents of the Override Fee Debit Dialog Box
            • Email Remittance Dialog Box for AP Payment Processing
              • Display the Email Remittance Dialog Box for AP Payment Processing
              • Contents of the Email Remittance Dialog Box
          • Learn More About...
            • Checklist: Processing AP Checks and EFT Payments
            • EFT Processing for Accounts Payable
            • EFT Options in AP Payment Processing
            • Pay When Paid Voucher Processing
            • Effect of Posting AP Payments
            • Assigning Check Numbers
        • Export to Text Processing for Accounts Payable
          • How to,,,
            • Export Accounts Payable Payments to a Text File
            • Export Accounts Payable Payments to a SEPA .Xml File
        • Creating Vouchers from Purchase Orders
          • How to...
            • Create a Voucher from a Purchase Order
          • Fields and Options
            • Create Voucher from Purchase Orders Form
              • Display the Create Voucher from Purchase Orders Form
              • Toolbar of the Create Voucher from Purchase Orders Form
              • General Tab of the Create Voucher from Purchase Orders Form
              • Vendor Review Tab of the Create Voucher from Purchase Orders Form
            • Select Posting Run for Vouchered PO Dialog Box
              • Display the Select Posting Run for Vouchered PO Dialog Box
              • Contents of the Select Posting Run for Vouchered PO Dialog Box
            • Voucher Review Dialog Box
              • Display the Voucher Review Dialog Box
              • Contents of the Voucher Review Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
            • Cost Distributions Dialog Box
              • Display the Cost Distributions Dialog Box
              • Contents of the Cost Distributions Dialog Box
          • Learn More About...
            • Matching Methods for AP Vouchers Created from Purchase Orders
            • Creating Vouchers from POs and Multiple Runs
        • Form 1099 Processing
          • How to...
            • Enter State IDs
            • Generate the Work File
            • Edit the Work File
            • Verify 1099 Payments
            • Print or Preview 1099s
            • Transfer 1099 Information to Electronic Filing
          • Fields and Options
            • Form 1099 Processing Form
              • Display the Form 1099 Processing Form
              • Contents of the Form 1099 Processing Form
            • Form 1099 Advanced Printing Options Dialog Box
              • Display the Form 1099 Advanced Printing Options Dialog Box
              • Contents of the Form 1099 Advanced Printing Options Dialog Box
            • Form 1099 Electronic Filing Dialog Box
              • Display the Form 1099 Electronic Filing Dialog Box
              • Contents of the Form 1099 Electronic Filing Dialog Box
            • Form 1099 Verification Dialog Box
              • Display the Override Fee Debit Dialog Box
              • Contents of the Form 1099 Verification Dialog Box
          • Learn More About...
            • 1099 Form Contents
            • Required Vendor Information
            • Checklist: Producing 1099s
            • Form 1099 Verification Report
        • Firm and Vendor (AP) Reports
      • AP Invoice Approvals
        • How to...
          • Create an AP Invoice
          • Upload Files for an AP Invoice
          • Modify an AP Invoice
          • Associate Projects with an AP Invoice
          • Import Project Information into an AP Invoice
          • Create a Note for an AP Invoice
          • View AP Invoice Notes
          • Delete an AP Invoice Note
          • Approve an AP Invoice
          • Create an AP Voucher When You Final Approve an AP Invoice
          • Reject an AP Invoice
          • Suspend an AP Invoice
          • Resume an AP Invoice
          • Check the Approval Progress of an AP Invoice
          • Delete an AP Invoice
        • Fields and Options
          • AP Invoice Approvals Form
            • Display the AP Invoice Approvals Form
            • Toolbar of the AP Invoice Approvals Form
            • General Tab of the AP Invoice Approvals Form
            • Notes Tab of the AP Invoice Approvals Form
            • Progress Tab of the AP Invoice Approvals Form
          • Select Purchase Orders Dialog Box
            • Display the Select Purchase Orders Dialog Box
            • Contents of the Select Purchase Orders Dialog Box
          • Import Dialog Box
            • Display the Import Dialog Box
            • Contents of the Import Dialog Box
          • Approval History Dialog Box for AP Invoice Approvals
            • Display the Approval History Dialog Box for AP Invoice Approvals
            • Contents of the Approval History Dialog Box for Invoice Approvals
          • Create Voucher From Purchase Order Options Dialog Box
            • Display the Create Voucher From Purchase Order Options Dialog Box
            • Contents of the Create Voucher From Purchase Order Options Dialog Box
          • Create Transaction Center AP Voucher Options Dialog Box
            • Display the Create Transaction Center AP Voucher Options Dialog Box
            • Contents of the Create Transaction Center AP Voucher Options Dialog Box
      • Employee Expenses
        • How to... (Payment Processing)
          • Process Employee Payments
          • Review or Modify Employee Expense Report Information
          • Select Checks to Include in the Employee Expense Processing Session
          • Display Cash Requirements
          • Review Employee Reports
          • Process Checks for Employees with Payments Due
          • Print a File Copy
          • Post Employee Advance and Reimbursement Amounts
          • Export Employee Expense Payments to a .TXT File
          • Export Employee Expense Payments to a SEPA .Xml File
          • Delete Employee Expense Payment Processing Runs
        • Fields and Options (Payment Processing)
          • Employee Payment Processing Form
            • Display the Employee Payment Processing Form
            • General Tab of the Employee Payment Processing Form
            • Employee Review Tab of the Employee Payment Processing Form
          • Payment Printing and Numbering Form (Employee Expenses)
            • Display the Payment Printing and Numbering Form (Employee Expenses)
            • Toolbar of the Payment Printing and Numbering Form (Employee Expenses)
            • Contents of the Payment Printing and Numbering Form (Employee Expenses)
          • Employee Expense Check Margins Dialog Box
            • Display the Employee Expense Check Margins Dialog Box
            • Contents of the Employee Expense Check Margins Dialog Box
          • Expense Report Detail Dialog Box
            • Display the Expense Report Detail Dialog Box
            • Contents of the Expense Report Detail Dialog Box
          • Cash Requirement Dialog Box
            • Display the Cash Requirement Dialog Box
            • By Employee Tab of the Cash Requirement Dialog Box
            • By Bank Tab of the Cash Requirement Dialog Box
          • Email Remittance Dialog Box for Employee Payment Processing
            • Display the Email Remittance Dialog Box for Employee Payment Processing
            • Contents of the Email Remittance Dialog Box
        • Direct Deposits for Employee Expenses
          • How to... (Direct Deposits)
            • Process Direct Deposits
          • Fields and Options (Direct Deposits)
            • Employee Payment Processing Form
              • Display the Employee Payment Processing Form
              • General Tab of the Employee Payment Processing Form
              • Employee Review Tab of the Employee Payment Processing Form
            • Employee Expense Check Margins Dialog Box
              • Display the Employee Expense Check Margins Dialog Box
              • Contents of the Employee Expense Check Margins Dialog Box
          • Learn More About...
            • Payment Processing for Employee Advances and Expenses
            • What Happens When You Post Employee Expense Payments
            • Sort Options for Checks Generated in the Employee Expense Processing Session
            • Assigning Check Numbers
            • Ledger Report - Unpaid Expense Report
            • Direct Deposit Report
      • Voiding Payments
        • How to...
          • Void a Check or Electronic Funds Transfer Payment
        • Fields and Options
          • Void Payment Processing Form
            • Display the Void Payment Processing Form
            • Toolbar of the Void Payment Processing Form
            • Contents of the Void Payment Processing Form
      • Accounts Receivable
        • How to...
          • Select Client Records
          • View Invoice Detail
          • Preview an Invoice
          • Define Aging Columns
          • Review AR Comments
          • Add New AR Comments
          • Edit AR Comments
          • Delete AR Comments
        • Fields and Options
          • Invoice Review Form
            • Display the Invoice Review Form
            • Toolbar of the Invoice Review Form
            • Contents of the Invoice Review Form
          • AR Comments Dialog Box
            • Display the AR Comments Dialog Box
            • Contents of the AR Comments Dialog Box
          • Invoice Details Dialog Box
            • Display the Invoice Details Dialog Box
            • Contents of the Invoice Details Dialog Box
          • AR Options Dialog Box
            • Display the AR Options Dialog Box
            • Contents of the AR Options Dialog Box
        • Learn More About...
          • Aging for Accounts Receivable
          • Settings and Accounts Receivable
      • Budgeting
        • Project Budgeting
          • How To...
            • Create a Project Budget
            • Copy a Project Budget
            • Modify a Project Budget
            • Pin the WBS Tree
          • Fields and Options
            • Project Budget Worksheet
              • Display the Project Budget Worksheet
              • Toolbar of the Project Budget Worksheet
              • Labor Costs/Burden Tab of the Project Budget Worksheet
              • Expense Costs/Burden Tab of the Project Budget Worksheet
              • Expense Billing Tab of the Project Budget Worksheet
              • Labor Billing Tab of the Project Budget Worksheet
            • Budget Summary Dialog Box
              • Display the Budget Summary Dialog Box
              • Billing Summary Tab of the Budget Summary Dialog Box
              • Cost Summary Tab/Burden Summary Tab of the Budget Summary Dialog Box
          • Learn More About...
            • Settings and Project Budgeting
        • General Ledger Budgeting
          • How to...
            • Open a General Ledger Budget
            • Create a New General Ledger Budget
            • Copy an Existing General Ledger Budget
            • Update an Existing General Ledger Budget
            • Add an Account to the General Ledger Budget
            • Import Accounts into a General Ledger Budget
            • Copy Amounts to the Current Budget
            • Adjust Budget Amounts by a Fixed Amount
            • Adjust Budget Amounts by a Percentage
            • Enter a Reference Budget Amount
            • Distribute an Annual Amount Evenly Across Periods
            • Consolidate Multiple Budgets
            • Compound the Annual Budget
            • Restore Account Names to Match the Chart of Accounts
            • Delete an Account from a Budget
            • Delete a General Ledger Budget
            • Submit a Budget for Approval
            • Approve or Reject a Budget
            • Reopen an Approved Budget
            • Print the General Ledger Budget Report
          • Fields and Options
            • General Ledger Budgeting Form
              • Display the General Ledger Budgeting Form
              • Toolbar of the General Ledger Budgeting Form
              • Budget Tab of the General Ledger Budgeting Form
              • Summarized Tab of the General Ledger Budgeting Form
              • Progress Tab of the General Ledger Budgeting Form
            • Adjusting the Annual Budget Dialog Box
              • Display the Adjusting the Annual Budget Dialog Box
              • Contents of the Adjusting the Annual Budget Dialog Box
            • Compounding the Annual Budget Dialog Box
              • Display the Compounding the Annual Budget Dialog Box
              • Contents of the Compounding the Annual Budget Dialog Box
            • Copy Budget Amounts Dialog Box
              • Display the Copy Budget Amounts Dialog Box
              • Contents of the Copy Budget Amounts Dialog Box
            • Setup Budget Accounts Dialog Box
              • Display the Setup Budget Accounts Dialog Box
              • Contents of the Setup Budget Accounts Dialog Box
            • Approve Dialog Box for GL Budgets
              • Display the Approve Dialog Box for GL Budgets
              • Contents of the Approve Dialog Box for GL Budgets
            • Approval History Dialog Box for GL Budgets
              • Display the Approval History Dialog Box for GL Budgeting
              • Contents of the Approval History Dialog Box for GL Budgeting
            • Reject Dialog Box for GL Budgets
              • Display the Reject Dialog Box for GL Budgets
              • Contents of the Reject Dialog Box for GL Budgets
            • Reopen Dialog Box for GL Budgets
              • Display the Reopen Dialog Box for GL Budgets
              • Contents of the Reopen Dialog Box for GL Budgets
          • Learn More About...
            • Checklist: Setting Up General Ledger Budgeting
            • General Ledger Budgeting and the Profit Planning Monitor
            • Accounts that You Can Budget
        • General Ledger Budgeting Group
          • How to...
            • Open a General Ledger Budget Group
            • Create a General Ledger Budget Group
            • Copy an Existing General Ledger Budget Group
            • Delete a General Ledger Budget Group
            • Add a General Ledger Budget to a Group
            • Remove a General Ledger Budget from a Group
            • View Account Details for a General Ledger Budget Group
            • Distribute an Annual Amount Evenly Across Periods
            • Approve or Reject All Budgets in a General Ledger Budget Group
            • Reopen All Approved Budgets in a General Ledger Budget Group
          • Fields and Options
            • General Ledger Budgeting Group Form
              • Display the General Ledger Budgeting Group Form
              • Toolbar of the General Ledger Budgeting Group Form
              • General Tab of the General Ledger Budgeting Group Form
              • Progress Tab of the General Ledger Budgeting Group Form
            • Approve Dialog Box for GL Group Budgets
              • Display the Approve Dialog Box for GL Group Budgets
              • Contents of the Approve Dialog Box for GL Budgets
            • Approve All Dialog Box for GL Group Budgets
              • Display the Approve All Dialog Box for GL Group Budgets
              • Contents of the Approve All Dialog Box for GL Group Budgets
            • Approval History Dialog Box for GL Budgets
              • Display the Approval History Dialog Box for GL Budgeting
              • Contents of the Approval History Dialog Box for GL Budgeting
            • Reject Dialog Box for GL Group Budgets
              • Display the Reject Dialog Box for GL Group Budgets
              • Contents of the Reject Dialog Box for GL Group Budgets
            • Reject All Dialog Box for GL Group Budgets
              • Display the Reject All Dialog Box for GL Group Budgets
              • Contents of the Reject All Dialog Box for GL Group Budgets
            • Reopen Dialog Box for GL Group Budgets
              • Display the Reopen Dialog Box for GL Group Budgets
              • Contents of the Reopen Dialog Box for GL Group Budgets
            • Reopen All Dialog Box for GL Group Budgets
              • Display the Reopen All Dialog Box for GL Group Budgets
              • Contents of the Reopen All Dialog Box for GL Group Budgets
          • Learn More About...
            • Example: Using General Ledger Budgeting Groups
        • Consolidated General Ledger Budgeting
          • How to...
            • Create a Consolidated GL Budget
            • Open a Budget in Consolidated GL Budgeting
            • Copy a Consolidated GL Budget
            • Copy Amounts to the Current Consolidated GL Budget
            • Adjust Consolidated GL Budget Amounts by a Fixed Amount
            • Adjust Consolidated GL Budget Amounts by a Percentage
            • Import Accounts for a Consolidated GL Budget
          • Fields and Options
            • Consolidated GL Budgeting Form
              • Display the Consolidated GL Budgeting Form
              • Toolbar of the Consolidated GL Budgeting Form
              • Budget Tab of the Consolidated GL Budgeting Form
              • Summarized Tab of the Consolidated GL Budgeting Form
            • Compounding the Annual Budget Dialog Box
              • Display the Compounding the Annual Budget Dialog Box
              • Contents of the Compounding the Annual Budget Dialog Box
            • Adjusting the Annual Budget Dialog Box
              • Display the Adjusting the Annual Budget Dialog Box
              • Contents of the Adjusting the Annual Budget Dialog Box
            • Setup Budget Accounts Dialog Box
              • Display the Setup Budget Accounts Dialog Box
              • Contents of the Setup Budget Accounts Dialog Box
            • Copy Budget Amounts Dialog Box
              • Display the Copy Budget Amounts Dialog Box
              • Contents of the Copy Budget Amounts Dialog Box
      • Cost and Pay Rate Tables
        • How to...
          • Set Up Rate Tables and Specify Effective Dates
          • Assign Cost Rate Methods and Tables to Projects
          • Print the Cost/Pay Rate Table List
          • Print the Cost/Pay Rate Category Table List
          • Print the Cost/Pay Rate Labor Code List
        • Fields and Options
          • Cost/Pay Labor Rate Tables Form
            • Display the Cost Pay Labor Rate Tables Form
            • Toolbar of the Cost Pay Labor Rate Tables Form
            • Contents of the Cost Pay Labor Rate Tables Form
          • Cost/Pay Labor Category Tables Form
            • Display the Cost Pay Labor Category Tables Form
            • Toolbar of the Cost/Pay Labor Category Tables Form
            • Contents of the Cost/Pay Labor Category Tables Form
          • Cost/Pay Labor Code Tables Form
            • Display the Cost Pay Labor Code Tables Form
            • Toolbar of the Cost Pay Labor Code Tables form
            • Contents of the Cost Pay Labor Code Tables Form
        • Learn More About...
          • Checklist: Setting Up Effective Dates for Cost Rates
          • Cost Pay Rate Table Reports
      • Consultant Accruals
        • How to...
          • Produce Journal Entries from Consultant Accruals
          • Schedule Consultant Accruals to Run at Another Time
        • Fields and Options
          • Consultant Accruals Form
            • Display the Consultant Accruals Form
            • Toolbar of the Consultant Accruals Form
            • Contents of the Consultant Accruals Form
          • Update Percent Completes Dialog Box
            • Display the Update Percent Completes Dialog Box
            • Contents of the Update Percent Completes Dialog Box
      • Labor Cross Charge
        • Fields and Options
          • Labor Cross Charge Form
            • Display the Labor Cross Charge Form
            • Toolbar of the Labor Cross Charge Form
            • Contents of the Labor Cross Charge Form
        • Learn More About...
          • Labor Cross Charge File
      • Intercompany Billing
        • How to... (Without Detailed Subledgers)
          • Run Intercompany Billing Draft Run
          • Reset Incomplete Files
          • Restore Default Options
          • Run Intercompany Billing Final Run
        • How To... (With Detailed Subledgers)
          • Set Up Invoice Terms Between Two Companies
          • Select Intercompany Invoice Options
          • Run Intercompany Billing Draft Run with Detailed Subledgers
          • Preview Draft Intercompany Invoices
          • Run Intercompany Billing Final Run with Detailed Subledgers
          • Print Final Intercompany Invoices
          • Review or Reprint Final Intercompany Invoices
        • Fields and Options
          • Intercompany Billing Form
            • Display the Intercompany Billing Form
            • Toolbar of the Intercompany Billing Form
            • General Tab of the Intercompany Billing Form
            • Posting Information Tab of the Intercompany Billing Form
            • Invoices on File Tab of the Intercompany Billing Form
          • Invoice Terms Dialog Box of Intercompany Billing
            • Display the Invoice Terms Dialog Box of Intercompany Billing
            • Contents of the Invoice Terms Dialog Box of Intercompany Billing
          • Invoice Options Dialog Box of Intercompany Billing
            • Display the Invoice Options Dialog Box of Intercompany Billing
            • Contents of the Invoice Options Dialog Box of Intercompany Billing
        • Learn More About...
          • Checklist: Setting Up Intercompany Billing
          • Checklist: Setting Up Detailed Subledgers
          • Approach for Intercompany Billing without Detailed Subledgers
          • Approach for Intercompany Billing with Detailed Subledgers
          • Intercompany Billing Vendors
          • Transaction Approvals and Intercompany Billing
          • Multipliers and Intercompany Invoices
          • Analyzing the Intercompany Billing Detail Report
      • Overhead Allocation
        • How To...
          • Run Overhead Allocation
        • Learn More About...
          • Guidelines for Overhead Allocation
          • Troubleshooting Overhead Allocation
      • Adjust Salaried Job Costing
        • How to...
          • Set Up Employee Information for Adjust Salaried Job Costing
          • Run the Adjust Salaried Job Costing Routine
        • Fields and Options
          • Adjust Salaried Job Costing Form
            • Display the Adjust Salaried Job Costing Form
            • Toolbar of the Adjust Salaried Job Costing Form
            • Contents of the Adjust Salaried Job Costing Form
          • Review Adjustments Dialog Box
            • Display the Review Adjustments Dialog Box
            • Contents of the Review Adjustments Dialog Box
        • Learn More About...
          • Benefits and Considerations of Using Adjust Salaried Job Costing
          • Checklist: Setting Up and Running the Adjust Salaried Job Cost Process
          • Settings for Salaried Employees
          • Settings for Hourly Employees
          • Adjust Salaried Job Cost Example
          • Troubleshooting Adjust Salaried Job Costing Issues
      • Bank Reconciliation
        • How to...
          • Reconcile a Bank Statement That Does Not Contain Imported Transactions
          • Reconcile a Bank Statement That Contains Imported Transactions
          • Import Bank Transactions
          • Resolve Errors for All Imported Records in a Bank Statement
          • Resolve Errors for Some Imported Records in a Bank Statement
          • Undo the Import of Bank Transactions
          • Manually Match Imported Bank Transactions With Posted Records
          • Create Bank Statement Entries for Bank Interests and Fees
          • Generate the Bank Reconciliation Report
          • Close a Single Bank Statement
          • Close Multiple Bank Statements
        • Fields and Options
          • Bank Statement Reconciliation Form
            • Display the Bank Statement Reconciliation Form
            • Toolbar of the Bank Statement Reconciliation Form
            • Main Tab of the Bank Statement Reconciliation Form
            • Receipts Tab of the Bank Statement Reconciliation Form
            • Payments Tab of the Bank Statement Reconciliation Form
            • Miscellaneous Tab of the Bank Statement Reconciliation Form
            • Import Tab of the Bank Statement Reconciliation Form
            • Summary Tab of the Bank Statement Reconciliation Form
            • Create Entries Tab of the Bank Statement Reconciliation Form
          • Bank Statement Selection Dialog Box
            • Display the Bank Statement Selection Dialog Box
            • Contents of Bank Statement Selection Dialog Box
          • Bank Statement Modify Date Dialog Box
            • Display the Bank Statement Modify Date Dialog Box
            • Contents of the Bank Statement Modify Date Dialog Box
          • Payment Detail Dialog Box for Individual Payments
            • Display the Payment Detail Dialog Box for Individual Payments
            • Contents of the Payment Detail Dialog Box for Individual Payments
          • Payment Detail Dialog Box for Summarized Electronic Payments
            • Display the Payment Detail Dialog Box for Summarized Electronic Payments
            • Contents of the Payment Detail Dialog Box for Summarized Electronic Payments
          • Post Cleared Items Dialog Box
            • Display the Post Cleared Items Dialog Box
            • Contents of the Post Cleared Items Dialog Box
          • Import New Bank Transaction Dialog Box
            • Display the Import New Bank Transactions Dialog Box
            • Contents of the Import New Transactions Dialog Box
          • Match Detail Dialog Box
            • Display the Match Detail Dialog Box
            • Contents of the Match Detail Dialog Box
          • Match Transactions Dialog Box
            • Display the Match Transactions Dialog Box
            • Contents of the Match Transactions Dialog Box
          • Close Bank Statement Dialog Box
            • Display the Close Bank Statement Dialog Box
            • Contents of the Close Bank Statement Dialog Box
        • Learn More About...
          • Reconciling Bank Statements With or Without Importing Transactions
          • Matching Imported Transactions with Posted Bank Records
      • Credit Cards
        • Credit Card Feature
        • Credit Card Reconciliation Overview
          • How to...
            • Create a Credit Card Statement
            • Import Credit Card Charges
            • Undo the Import of Credit Card Charges
            • Reconcile Credit Card Statements that Contain Imported Charges
            • Manually Tie Posted Charges to Imported Credit Card Charges
            • Reconcile Credit Card Statements that Do Not Contain Imported Charges
            • Attach a Document to a Credit Card Charge
            • Create a Cash-Basis Journal Entry After You Reconcile a Credit Card Statement
          • Fields and Options
            • Credit Card Statement Reconciliation Form
              • Display the Credit Card Statement Reconciliation Form
              • Toolbar of the Credit Card Statement Reconciliation Form
              • Main Tab of the Credit Card Statement Reconciliation Form
              • Summary Tab of the Credit Card Reconciliation Form
              • Charges Tab of the Credit Card Statement Reconciliation Form
              • Create Journal Entry Tab of the Credit Card Statement Reconciliation Form
            • Credit Card Statement Selection Dialog Box
              • Display the Credit Card Statement Selection Dialog Box
              • Contents of the Credit Card Statement Selection Dialog Box
            • Credit Card Statement Modify Date Dialog Box
              • Display the Credit Card Statement Modify Date Dialog Box
              • Contents of the Credit Card Statement Modify Date Dialog Box
            • Details Dialog Box in Credit Card Reconciliation
              • Display the Details Dialog Box in Credit Card Reconciliation
              • Contents of the Details Dialog Box in Credit Card Reconciliation and CC Review
            • Supporting Document Dialog Box in Credit Card Reconciliation
              • Display the Supporting Document Dialog Box in Credit Card Reconciliation
              • Contents of the Supporting Document Dialog Box in Credit Card Reconciliation and CC Review
            • Import New Charges (Text File) Dialog Box
              • Display the Import New Charges (Text File) Dialog Box
              • Contents of the Import New Charges (Text File) Dialog Box
            • Import New Charges (Record Status) Dialog Box
              • Display the Import New Charges (Record Status) Dialog Box
              • Contents of the Import New Charges (Record Status) Dialog Box
            • Import Charges History Dialog Box
              • Display the Import Charges History Dialog Box
              • Contents of the Import Charges History Dialog Box
          • Learn More About...
            • Reconciling Credit Card Statements With or Without Importing Charges
            • Import Credit Card Charges Process
            • Example of a Text File for Importing Credit Card Charges
            • Cash-basis Journal Entry for Credit Card Statements
            • Preventing Credit Card Charges from Being Entered in AP Disbursements and Expense Reports
            • Importing Charges to the Wrong Credit Card Statement
            • Undoing a Posting When You Use the Credit Card Feature
          • Import Charges Error Report
            • Display the Import Charges Error Report
            • Contents of the Import Charges Error Report
        • Credit Card Review
          • How to...
            • Review Credit Card Transactions
          • Fields and Options
            • Credit Card Review Form
              • Display the Credit Card Review Form
              • Contents of the Credit Card Review Form
            • Details Dialog Box in Credit Card Review
              • Display the Details Dialog Box in Credit Card Review
              • Contents of the Details Dialog Box in Credit Card Reconciliation and CC Review
            • Supporting Document Dialog Box in Credit Card Review
              • Display the Supporting Document Dialog Box in Credit Card Review
              • Contents of the Supporting Document Dialog Box in Credit Card Reconciliation and CC Review
      • Payment Review
        • How to...
          • Email Electronic Payment Remittances from Payment Review
        • Fields and Options
          • Payment Review Form
            • Display the Payment Review Form
            • Toolbar of the Payment Review Form
            • Search Criteria Tab of the Payment Review Form
            • Currency Tab of the Payment Review Form
            • Payments Grid of the Payment Review Form
          • Payment Detail Dialog Box
            • Display the Payment Detail Dialog Box
            • Contents of the Payment Detail Dialog Box
          • Email Remittance Dialog Box for Payment Review
            • Display the Email Remittance Dialog Box for Payment Review
      • Project Review
        • How To...
          • Select the Budget Source
          • Pin the Work Breakdown Structure Tree
          • Select the Actuals Rate
          • Specify Aging Column Definitions
          • Drill Down on Amounts
          • Drill Down on Names
          • View Supporting Documents in Project Review
        • Fields and Options
          • Project Review Form
            • Display the Project Review Form
            • Toolbar of Project Review Form
            • Accounts Receivable Tab of the Project Review Form
            • Billing Tab of the Project Review Form
              • How To...
            • Cost Tab of the Project Review Form
            • Inventory Tab of the Project Review Form
            • Purchasing Tab of the Project Review Form
            • Equipment Tab of the Project Review Form
          • Options Dialog Box
            • Display the Options Dialog Box
            • General Tab of the Options Dialog Box
            • Purchase Orders Tab of the Options Dialog Box
          • AR Options Dialog Box
            • Display the AR Options Dialog Box
            • Contents of the AR Options Dialog Box
          • Supporting Document Dialog Box in Project Review
            • Display the Supporting Document Dialog Box in Project Review
            • Contents of the Supporting Document Dialog Box in Project Review
          • Accounts Receivable Details Dialog Box
            • Display the Accounts Receivable Details Dialog Box
            • Contents of the Accounts Receivable Details Dialog Box
          • AR Comments Dialog Box
            • Display the AR Comments Dialog Box
            • Contents of the AR Comments Dialog Box
          • Direct Consultant Dialog Box
            • Display the Direct Consultant Dialog Box
            • Contents of the Direct Consultant Dialog Box
          • Labor Dialog Box
            • Display the Labor Dialog Box
            • Contents of the Labor Dialog Box
          • Other Direct Expense Dialog Box
            • Display the Other Direct Expense Dialog Box
            • Contents of the Other Direct Expense Dialog Box
          • Other Reimbursable Dialog Box
            • Display the Other Reimbursable Dialog Box
            • Contents of the Other Reimbursable Dialog Box
          • Reimbursable Consultant Dialog Box
            • Display the Reimbursable Consultant Dialog Box
            • Contents of the Reimbursable Consultant Dialog Box
          • Total Hours Dialog Box
            • Display the Total Hours Dialog Box
            • Contents of the Total Hours Dialog Box
          • Update Overall Percent Completes Dialog Box
            • Display the Update Overall Percent Completes Dialog Box
            • Contents of the Update Overall Percent Completes Dialog Box
        • Learn More About...
          • Configuration and Project Review
          • Aging for Accounts Receivable
          • Dialog Boxes That Display When You Drill Down
      • Gains and Losses
        • How to...
          • Run the Gains/Losses and Revaluations Process
          • Schedule the Gains/Losses and Revaluations Process
        • Fields and Options
          • Gains/Losses and Revaluations Form
            • Display the Gains Losses and Revaluations
            • Toolbar of the Gains Losses and Revaluation Form
            • Contents of the Gains Losses and Revaluations Form
        • Learn More About...
          • Checklist: Setting Up Gains and Losses
          • Gains and Losses and Organizations
          • Gains and Losses and Your Accounting Company Settings
          • Gains and Losses and Cash-basis Accounting
          • Gains and Losses from Accounts Payable Transactions
          • Gains and Losses from Accounts Receivable Transactions
          • Gains and Losses from Revaluation of Foreign-Denominated GL Accounts
          • Examples
            • Example - Gains and Losses for an Accounts Payable Voucher
            • Example - Gains and Losses for an Accounts Receivable Invoice
            • Example - Gains and Losses from the Revaluation of a Foreign-Denominated Account
      • Consolidations
        • How to...
          • Run the Consolidation Process
          • Schedule the Consolidation Process
        • Fields and Options
          • Consolidations Form
            • Display the Consolidations Form
            • Toolbar of the Consolidations Form
            • Contents of the Consolidations Form
        • Learn More About...
          • Checklist: Setting Up Consolidations
          • Consolidation Groups
          • Consolidations and Eliminations
      • Tax File Generation
        • How to...
          • Generate a Tax File for the Belgium Tax Authorities
          • Generate a German ELSTER VAT Tax Return File
        • Fields and Options
          • Tax File Generation Form
            • Display the Tax File Generation Form
            • Toolbar of the Tax File Generation Form
            • General Tab of the Tax File Generation Form
            • Review Tab of the Tax File Generation Form
        • Learn More About...
          • VAT Declaration XML Backup Report
          • Intra EU Community XML and Belgium Client Listing XML Backup Report
      • FEC File Generation
        • How to...
          • Generate an FEC File
        • Fields and Options
          • FEC File Generation Form
            • Display the FEC File Generation Form
            • Toolbar of the FEC File Generation Form
            • Contents of the FEC File Generation Form
      • Revenue Generation
        • Revenue Categories
          • How To...
            • Enable and Set Up Revenue Categories
            • Change Revenue Generation to Track One Unbilled Account
            • Change Revenue Generation to Track Multiple Unbilled Accounts
          • Learn More About...
            • Revenue Generation Calculations When You Use Revenue Categories
        • Overall Revenue Upset Limits
          • How To...
            • Set Up an Overall Revenue Upset Limit for a Project
          • Learn More About...
            • Example of an Overall Revenue Upset Limit
            • Overall Revenue Upset Limits When You Use Revenue Categories
        • Overall Revenue Calculation for a Project
          • How To...
            • Set Up an Overall Revenue Calculation for a Project
        • Revenue Groups
          • How To...
            • Enable Revenue Groups
            • Set Up a Revenue Group
            • Delete a Revenue Group
            • Print the Revenue Groups Table List Report
          • Fields and Options
            • Revenue Groups Form
              • Display the Revenue Groups Form
              • Toolbar of the Revenue Groups Form
              • Contents of the Revenue Groups Form
            • Revenue Groups Table List Dialog Box
              • Display the Revenue Groups Table List Dialog Box
              • Contents of the Revenue Groups Table List Dialog Box
          • Learn More About...
            • Example of Using Revenue Groups
        • Running Revenue Generation
          • How To...
            • Select Projects for Revenue Generation
            • Select Projects and Update Their Percent Complete Amounts
            • Prove Out Revenue Method W
          • Fields and Options
            • Revenue Generation Form
              • Display the Revenue Generation Form
              • Toolbar of the Revenue Generation Form
              • Contents of the Revenue Generation Form
            • Update Overall Percent Completes Dialog Box
              • Display the Update Overall Percent Completes Dialog Box
              • Contents of the Update Overall Percents Complete Dialog Box
            • Compensation and Percent Billed Dialog Box
              • Display the Compensation and Percent Billed Dialog Box
              • Contents of the Compensation and Percent Billed Dialog Box
          • Learn More About...
            • Revenue Generation Checklist
            • Revenue Generation Calculations
            • Percent Completes and Multiple Currencies
        • Revenue Generation Reporting
          • How To...
            • Print the Revenue Method List
            • Print or Preview the Revenue Generation Posting Log
            • Print or Preview the Revenue Generation Transaction List
        • Learn More About...
          • Revenue Generation Setup Checklist
          • RevGen File
          • Frequently Asked Questions About Revenue Generation
            • Where Can I Find the Revenue Recognized by a Revenue Method
            • How Do I Limit Revenue on Reimbursable Expenses
            • How Do I Record Miscellaneous Revenue
            • How Do I Move a Project's JTD Unbilled Balances When Changing Its Organization
            • What Happens if a Projects Fee is Left Blank
            • What Happens if I Run Revenue Generation in a Prior Period
            • How Do I Resolve Balances in the Unbilled Services Asset Account
          • Contracts and Revenue Generation
            • Time and Materials Contracts Without Upset Limits
            • Time and Materials Contracts with Upset Limits
            • Percent Complete Contracts
            • Lump Sum or Fixed Fee Contracts
            • Cost Plus Fixed Fee Contracts
      • Approvals Review
        • How to...
          • Select Columns for Approvals Review
        • Fields and Options
          • Approvals Review Form
            • Display the Approvals Review Form
            • Toolbar of the Approvals Review Form
            • Contents of the Approvals Review Form
    • Human Resources
      • Payroll
        • Basics
          • When to Install Payroll
          • Payroll-Related Accounts
          • Check Stock and Check Templates
          • Find a Vendor for Check Stock
        • Setting Up Payroll
          • Employee Withholding
            • How To...
              • Establish the Default Project Payroll Tax Locale Information
              • Implement the Follow Project Locale Method for Withholdings
              • Implement the Percent of Wages Method for Withholdings
              • Suppress an Employee Withholding in all Payroll Runs
            • Learn More About...
              • Suppressing Withholdings in Payroll
              • Payroll Tax Locale and Withholdings
              • Follow Project Locale Option
              • Percent of Wages Option
              • Sample Setup for Follow Project Locale Option
              • Sample Setup for Percent of Wages Option
          • Payroll Direct Deposit Setup
            • How To...
              • Configure Deltek to Deposit an Entire Paycheck to a Single Account
              • Configure Deltek to Deposit an Entire Paycheck to Multiple Accounts
              • Configure Deltek to Deposit a Portion of a Paycheck to a Single Account
              • Configure Deltek to Deposit a Portion of a Paycheck to Multiple Accounts
              • Perform the Initial Test Direct Deposit
            • Learn More About...
              • Checklist: Setting Up Payroll Direct Deposit
          • Employee Side of Employer Payroll Contribution Setup
            • How To...
              • Suppress Employer Contributions in all Payroll Runs
          • Employee Pay Rate Information
            • Learn More About...
              • How Deltek Determines an Employee's Pay Rate
          • Pay Rate Tables and Payroll
            • How To...
              • General Steps to Use Labor Categories for Pay Rates
              • Establish the Default Pay Rate for an Employee
              • Establish a Schedule of Multiple Pay Rates for an Employee
              • Add a New Pay Rate Table
              • Copy an Existing Pay Rate Table
              • Delete a Pay Rate Table
            • Learn More About...
              • Checklist: Setting Up Pay Rate Tables
              • Pay Rate Table Type
              • Pay Rate Table Example
        • Payroll Direct Deposit Processing
          • How To...
            • Process Payroll Direct Deposit
          • Fields and Options
            • Payroll Direct Deposit Processing Form
              • Display the Payroll Direct Deposit Processing Form
              • Toolbar of the Payroll Direct Deposit Processing Form
              • General Tab of the Payroll Direct Deposit Processing Form
              • Advanced Options Tab of the Payroll Direct Deposit Processing Form
            • Download Direct Deposit Files Dialog Box
              • Display the Download Direct Deposit Files Dialog Box
              • Contents of the Download Direct Deposit Files Dialog Box
          • Checklist: Setting Up Export of Timesheets to Ceridian
        • Payroll Processing Overview
          • Procedures for Processing Payroll
            • How to... for All Payroll Types
              • Select Employees for Manual Select Processing
              • Review Employee Information Before Processing Payroll
              • View Detail for an Employee
              • Specify Other Pay Amounts for the Current Pay Period
              • Modify Pay Hours for Hourly Employees
              • Modify Pay Hours for Salaried Employees
              • Override Calculated Payroll Withholding Amounts
              • Override Calculated Payroll Contribution Amounts
              • Process Payroll for Employees Without Timesheets
              • Run a Draft Payroll
              • Cancel a Payroll Run
            • How To... for Regular Payroll
              • Run a Regular Payroll
              • Process Regular Payroll Using Date Ranges
              • Specify a Different Pay Period for Regular and Overtime Hours
              • Establish Selection Criteria for an Automatic Regular Payroll Run
            • How To... for Bonus Payrolls and Adjustments
              • Run a Bonus Payroll
              • Run a Payroll Adjustment
          • Fields and Options
            • Payroll Processing Form
              • Display the Payroll Processing Form
              • Toolbar of the Payroll Processing Form
              • General Tab of the Payroll Processing Form
              • Employee Review Tab of Payroll Processing
            • Payment Printing and Numbering Form
              • Display the Payment Printing and Numbering Form
              • Toolbar of the Payment Printing and Numbering Form
              • Contents of the Payment Printing and Numbering Form
            • Select Posting Run Dialog Box
              • Display the Select Posting Run Dialog Box
              • Contents of the Select Posting Run Dialog Box
            • Hours and Pay Details Dialog Box
              • Display the Hours and Pay Details Dialog Box
              • Contents of the Hours and Pay Details Dialog Box
            • Benefit Hours Details Dialog Box
              • Display the Benefit Hours Details Dialog Box
              • Contents of the Benefit Hours Details Dialog Box
            • Withholdings Detail Dialog Box
              • Display the Withholdings Detail Dialog Box
              • Contents of the Withholdings Detail Dialog Box
            • Direct Deposit Detail Dialog Box
              • Display the Direct Deposit Detail Dialog Box
              • Contents of the Direct Deposit Detail Dialog Box
            • Contributions Detail Dialog Box
              • Display the Contributions Detail Dialog Box
              • Contents of the Contributions Detail Dialog Box
            • Selected Employees Dialog Box
              • Display the Selected Employees Dialog Box
              • Contents of the Selected Employees Dialog Box
            • Payroll Assign Check Numbers Dialog Box
              • Display the Payroll Assign Check Numbers Dialog Box
              • Contents of the Payroll Assign Check Numbers Dialog Box
            • Create Voucher for FICA Dialog Box
              • Display the Create Voucher for FICA Dialog Box
              • Contents of the Create Voucher for FICA Dialog Box
            • Email Remittance Dialog Box for Payroll Payment Processing
              • Display the Email Remittance Dialog Box for Payroll Payment Processing
              • Contents of the Email Remittance Dialog Box
          • Learn More About...
            • Checklist: Processing and Posting Payroll
            • Payroll Run Types
            • Bonus Payroll Run Type
            • Adjustments Payroll Run Type
            • Process Type: Automatic or Manual Select
            • Guidelines for Modifying Pay Hours
            • Multiple Payroll Runs in the Same Period
            • Where to Specify Payment Sort
        • Posting Payroll and Printing Checks
          • How To...
            • Modify Check Margins
            • Print Payroll Checks
            • Assign Check Numbers
            • Assign Check Numbers to a Group of Sequential Checks
            • Assign a Check Number to a Single Check
            • Print an Internal Copy of all Checks in a Payroll Run
            • Post Payroll
            • Export Paychecks to a Text File
          • Learn More About...
            • Posting to Record Other Payroll-Related Disbursements
            • Voiding a Payroll Payment
            • Undoing a Posted Payroll Run
        • Timesheet Export to ADP
          • How To...
            • Enable the Export to ADP Feature
            • Configure Export to ADP by Employee
            • Configure Export to ADP by Organization
            • Export Timesheets to ADP
          • Fields and Options
            • Export Timesheets to ADP Form
              • Display the Export Timesheets to ADP Form
              • Toolbar of the Export Timesheets to ADP Form
              • Main Tab of the Export Timesheets to ADP Form
              • Hours Tab of the Export Timesheets to ADP Form
              • Earnings Tab of the Export Timesheets to ADP Form
              • Memo Tab of the Export Timesheets to ADP Form
          • Learn More About...
            • Checklist: Setting Up Export of Timesheets to ADP
            • ADP Export Report
        • Form W-2 Processing
          • How To...
            • Enter Employee W-2 Form Information
            • Enter State Tax IDs
            • Generate a W-2 Work File
            • Edit the W-2 Work File
            • Generate a W-2 Electronic Reporting File
            • Set W-2 Form Printing Options
            • Preview and Print W-2 Forms
            • Preview and Print the W-3 Worksheet
          • Fields and Options
            • Form W-2 Processing Form
              • Display the Form W-2 Processing Form
              • Contents of the Form W-2 Processing Form
            • Form W-2 Editor Form
              • Display the Form W-2 Editor Form
              • Contents of the Form W-2 Editor Form
            • State ID List Dialog Box
              • Display the State ID List Dialog Box
              • Contents of the State ID List Dialog Box
            • Form W-2 Electronic Filing Reporting Dialog Box
              • Display the Form W-2 Electronic Filing Reporting Dialog Box
              • Contents of the Form W-2 Electronic Filing Reporting Dialog Box
            • Form W-2 Advanced Printing Options Dialog Box
              • Display the Form W-2 Advanced Printing Options Dialog Box
              • Contents of the Form W-2 Advanced Printing Options Dialog Box
          • Learn More About...
            • Checklist: Generating W-2 Forms
            • W-2 Form Content
            • W-2 Form Electronic File Contact Information
        • Quarterly Electronic Filing Processing
          • How To...
            • Generate a Quarterly Processing Work File
            • Edit the Quarterly Processing Work File
            • Preview or Print the Electronic Filing Processing Worksheet
            • Create an Electronic Quarterly Reporting File
          • Fields and Options
            • Quarterly Processing Form
              • Display the Quarterly Processing Form
              • Toolbar of the Quarterly Processing Form
              • General Tab of Quarterly Processing
              • Miscellaneous Tab of the Quarterly Processing Form
            • Quarterly Processing Editor Form
              • Display the Quarterly Processing Editor Form
              • Contents of the Quarterly Processing Editor Form
          • Learn More About...
            • Checklist: Generating a Quarterly Electronic File
            • Quarterly Electronic File Contact Information
        • Payroll Reports
          • How To...
            • Run Payroll Reports in Prior Periods
          • Fields and Options
            • Direct Deposit Report
              • Display the Direct Deposit Report
              • Contents of the Direct Deposit Report
            • Payroll Journal
              • Display the Payroll Journal
              • Contents of the Payroll Journal
          • Learn More About...
            • Payroll Processing Posting Log
            • W-3 Worksheet
        • Tax Calculations and Methods
          • Learn More About...
            • Tax Calculation Method 1 Wage Bracket
            • Tax Calculation Method 2 Percentage of Taxable Pay
            • Tax Calculation Method 3 Percentage of Federal Income Tax
        • Tax Facts
          • Learn More About...
            • Federal Income Tax
            • FICA (HI) Medicare Tax
            • FICA (OASDI) Social Security Tax
            • State and Local Tax Fact Sheets
              • Alabama Tax
              • Arizona Tax
              • Arkansas Tax
              • California Tax
              • Colorado Tax
              • Connecticut Tax
              • Delaware Tax
              • City of Detroit Resident and Non-Resident Tax
              • District of Columbia Tax
              • Georgia Tax
              • Hawaii Tax
              • Idaho Tax
              • Illinois Tax
              • Indiana Tax
              • Iowa Tax
              • Kansas Tax
              • Kentucky Tax
              • Louisiana Tax
              • Maine Tax
              • Maryland Tax
              • Massachusetts Tax
              • Michigan Tax
              • Minnesota Tax
              • Mississippi Tax
              • Missouri Tax
              • Montana Tax
              • Nebraska Tax
              • New Jersey Tax
              • New Mexico Tax
              • New York Tax
              • City of New York Non-Resident Tax
              • City of New York Resident Tax
              • North Carolina Tax
              • North Dakota Tax
              • Ohio Tax
              • Oklahoma Tax
              • Oregon Tax
              • Pennsylvania Tax
              • Puerto Rico Tax
              • Rhode Island Tax
              • South Carolina Tax
              • Utah Tax
              • Vermont Tax
              • Virginia Tax
              • West Virginia Tax
              • Wisconsin Tax
      • Absence Accruals
        • Absence Hours Accruals Processing
          • How To...
            • Accrue Absence Hours Based on a Predefined Schedule
            • Accrue Absence Hours When Payroll Runs
            • Print Accrual Hours Processing Journal
          • Fields and Options
            • Absence Hours Accruals Processing Form
              • Display the Absence Hours Accruals Processing Form
              • Contents of the Absence Hours Accruals Processing Form
        • Absence Adjustments
          • How To...
            • Adjust Accrued Absence Hours
          • Fields and Options
            • Absence Hours Adjustments Form
              • Display the Absence Hours Adjustments Form
              • Contents of the Absence Hours Adjustments Form
      • Employee Review
        • How To...
          • View Data from Previous Expense Payments
          • View or Print Data from Previous Payroll Payments
        • Fields and Options
          • Employee Review Form
            • Display the Employee Review Form
            • Wages Tab of the Employee Review Form
            • Withholdings Tab of the Employee Review Form
            • Payroll Payments Tab of the Employee Review Form
            • Expense Payments Tab of the Employee Review Form
      • Visibility Software's Cyber Recruiter and Deltek
    • Purchasing
      • Basics
        • Requisitions and Requests for Price Quotes
        • Transaction Document Management
        • Supporting Documents in Purchasing
        • Purchasing and Inventory and Alerts
        • Equipment Hub and Asset Management and/or Purchasing
        • Purchasing and Inventory and Web Services
        • Approval Process for Purchasing Applications
          • Approving a Purchasing Record
          • Viewing the Progress of Purchasing Records Being Approved
          • When You Do Not Use an Approval Workflow for a Purchasing Application
          • Procedures
            • Reassign an Approval Step
      • Common Dialog Boxes for Purchasing and Inventory
        • New Item Dialog Box
          • Display the New Item Dialog Box
          • General Tab of the New Item Dialog Box
          • Vendors Tab of the New Item Dialog Box
        • Add FOB Code Dialog Box
          • Display the Add FOB Code Dialog Box
          • Contents of the Add FOB Code Dialog Box
        • Add Ship-Via Code Dialog Box
          • Display the Add Ship-Via Code Dialog Box
          • Contents of the Add Ship-Via Code Dialog Box
      • Purchase Requisitions
        • How to...
          • Print a Request for Price Quote from a Requisition
          • Include Vendor Responses with a Purchase Requisition
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
        • Fields and Options
          • Purchase Requisitions Form
            • Display the Purchase Requisitions Form
            • Toolbar of Purchase Requisitions
            • General Tab of the Purchase Requisitions Form
            • Comments Tab of the Purchase Requisitions Form
            • Cost Distribution Tab of the Purchase Requisitions Form
            • Shipping Tab of the Purchase Requisitions Form
            • Vendors Tab of the Purchase Requisitions Form
            • Progress Tab of the Purchase Requisitions Form
          • Purchase Requisition Line Detail Dialog Box
            • Display the Purchase Requisition Line Detail Dialog Box
            • Buttons on the Purchase Requisition Line Detail Dialog Box
            • General Tab of the Purchase Requisition Line Detail Dialog Box
            • Shipping Tab of the Purchase Requisition Line Detail Dialog Box
            • Notes Tab of the Purchase Order Line Detail Dialog Box
            • Cost Distribution Tab of the Purchase Requisition Line Detail Dialog
            • Vendors Tab of the Purchase Requisition Line Detail Dialog Box
          • Price Quote Response Dialog Box (Purchase Requisitions)
            • Display the Price Quote Response Dialog Box
            • Contents of the Price Quote Response Dialog Box
          • Approve Dialog Box of Purchase Requisitions
            • Display the Approve Dialog Box of Purchase Requisitions
            • Contents of the Approve Dialog Box
          • Reject Dialog Box of Purchase Requisitions
            • Display the Reject Dialog Box of Purchase Requisitions
            • Contents of the Reject Dialog Box
          • Approval History Dialog Box of Purchase Requisitions
            • Display the Approval History Dialog Box of Purchase Requisitions
            • Contents of the Approval History Dialog Box
          • Supporting Document Dialog Box in Purchasing
            • Display the Supporting Document Dialog Box in Purchasing
            • Contents of the Supporting Document Dialog Box in Purchasing
          • Change Assignment Dialog Box
            • Display the Change Assignment Dialog Box
            • Contents of the Change Assignment Dialog Box
      • Request for Price Quote
        • How to...
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
          • Include Vendor Responses with a Request for Price Quote
        • Fields and Options
          • Request for Price Quote Form
            • Display the Request for Price Quote Form
            • Toolbar of the Request for Price Quote Form
            • General Tab of the Request for Price Quote Form
            • Shipping Tab of the Request for Price Quote Form
            • Comments Tab of the Request for Price Quote Form
            • Cost Distribution Tab of the Request for Price Quote Form
            • Progress Tab of the Request for Price Quote Form
          • Request for Price Quote Line Detail Dialog Box
            • Display the Request for Price Quote Line Detail Dialog Box
            • Buttons on the Request for Price Quote Line Detail Dialog Box
            • General Tab of the Request for Price Quote Line Detail Dialog Box
            • Shipping Tab of the Request for Price Quote Line Detail Dialog Box
            • Comments Tab of the Request for Price Quote Line Detail Dialog Box
            • Cost Distribution Tab of the Request for Price Quote Line Detail Dialog Box
          • Price Quote Response Dialog Box (RFPQ)
            • Display the Price Quote Response Dialog Box
            • Contents of the Price Quote Response Dialog Box
          • Supporting Document Dialog Box in Purchasing
            • Display the Supporting Document Dialog Box in Purchasing
            • Contents of the Supporting Document Dialog Box in Purchasing
          • Approval History Dialog Box of Request for Price Quote
            • Display the Approval History Dialog Box of Request for Price Quote
            • Contents of the Approval History Dialog Box
          • Approve Dialog Box of Request for Price Quote
            • Display the Approve Dialog Box of Request for Price Quote
            • Contents of the Approve Dialog Box
          • Reject Dialog Box of Request for Price Quote
            • Display the Reject Dialog Box of Request for Price Quote
            • Contents of the Reject Dialog Box
          • Change Assignment Dialog Box
            • Display the Change Assignment Dialog Box
            • Contents of the Change Assignment Dialog Box
      • Purchase Orders
        • How to...
          • Create a Standard Purchase Order
          • Create a Service Purchase Order
          • Create a Blanket Purchase Order
          • Change a Line Item's Quantity
          • Final Print a Purchase Order
          • Reprint a Final-Printed Purchase Order
          • Cancel a Purchase Order
          • Reprint a Group of Final-Printed Purchase Orders
          • Create a Purchase Order from a Requisition
          • Create a Purchase Order from a Request for Price Quote
          • Create a Change Order
          • Create a Release for a Blanket Purchase Order
          • Create an Asset Item or Equipment Item from a Purchase Order
          • Create an Asset Item or Equipment Item from a Change Order
          • Create an Asset Item or Equipment Item from a Release Order
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
        • Fields and Options
          • Purchase Orders Form
            • Display the Purchase Orders Form
            • Toolbar of the Purchase Orders Form
            • General Tab of the Purchase Orders Form
            • Agreement Tab of the Purchase Orders Form
            • Shipping Tab of the Purchase Orders Form
            • Comments Tab of the Purchase Orders Form
            • Line Items Tab of the Purchase Orders Form
            • Billing Tab of Purchase Orders
            • Clauses Tab of Purchase Orders
            • Default Distribution Tab of Purchase Orders
            • Progress Tab of Purchase Orders
          • Purchase Order Line Detail Dialog Box
            • Display the Purchase Order Line Detail Dialog Box
            • Buttons on the Purchase Order Line Detail Dialog Box
            • General Tab of Purchase Order Line Detail Dialog Box
            • Shipping Tab of Purchase Order Line Detail Dialog Box
            • Notes Tab of the Purchase Order Line Detail Dialog Box
            • Cost Distribution Tab of Purchase Order Line Detail Dialog Box
          • Create P.O. From Requisitions Dialog Box
            • Display the Create P.O. from Requisitions Dialog Box
            • Contents of the Create P.O. from Requisitions Dialog Box
          • Purchase Requisition Dialog Box
            • Display the Purchase Requisition Dialog Box
            • Contents of the Purchase Requisition Dialog Box
          • Create P.O. From RFQ Dialog Box
            • Display the Create P.O. from RFQ Dialog Box
            • Contents of the Create P.O. from RFQ Dialog Box
          • Request for Price Quote Dialog Box
            • Display the Request for Price Quote Dialog Box
            • Contents of the Request for Price Quote Dialog Box
          • Change Order Dialog Box
            • Display the Change Order Dialog Box
            • Contents of the Change Order Dialog Box
          • Cancel Order Dialog Box
            • Display the Cancel Order Dialog Box
            • Contents of the Cancel Order Dialog Box
          • Approval History Dialog Box of Purchase Orders
            • Display the Approval History Dialog Box of Purchase Orders
            • Contents of the Approval History Dialog Box
          • Approve Dialog Box of Purchase Orders
            • Display the Approve Dialog Box of Purchase Orders
            • Contents of the Approve Dialog Box
          • Reject Dialog Box of Purchase Orders
            • Display the Reject Dialog Box of Purchase Orders
            • Contents of the Reject Dialog Box
          • Change Assignment Dialog Box
            • Display the Change Assignment Dialog Box
            • Contents of the Change Assignment Dialog Box
          • Supporting Document Dialog Box in Purchasing
            • Display the Supporting Document Dialog Box in Purchasing
            • Contents of the Supporting Document Dialog Box in Purchasing
        • Learn More About...
          • Purchase Order Types
          • Purchasing Templates
          • Committed Expenses
          • Committed Expenses and Multiple Currencies
          • Cost Distribution
          • Deleting Versus Canceling a Purchase Order
          • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
          • Creating Vouchers from Purchase Orders
          • Vendor Responses on Purchase Orders
      • Receiving
        • Procedures
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
        • Fields and Options
          • Purchase Order Receivings Form
            • Display the Purchase Order Receivings Form
            • Contents of the Purchase Order Receivings Form
          • Receipt Dialog Box
            • Display the Receipt Dialog Box
            • Contents of the Receipt Dialog Box
          • Receiving Item Dialog Box
            • Display the Receiving Item Dialog Box
            • Contents of the Receiving Item Dialog Box
          • Supporting Document Dialog Box in Purchasing
            • Display the Supporting Document Dialog Box in Purchasing
            • Contents of the Supporting Document Dialog Box in Purchasing
      • Purchase Template Editor
        • Procedures
          • Create a Purchasing Template
          • Upload Custom Images in Purchase Template Editor
          • Use Custom Images on Purchasing Invoices
        • Fields and Options
          • Purchase Template Editor Form
            • Display the Purchase Template Editor Form
            • Toolbar of Purchase Template Editor
            • General Tab of Purchase Template Editor
            • Images Tab of Purchase Template Editor
            • Order Detail Info Tab of Purchase Template Editor
            • Signature Tab of Purchase Template Editor
            • Misc Tab of Purchase Template Editor
      • Item Review
        • Fields and Options
          • Item Review Form
            • Display the Item Review Form
            • Inventory Tab of Item Review
            • Purchasing Tab of Item Review
          • Purchase Requisitions on File Dialog Box
            • Display the Purchase Requisitions on File Dialog Box
            • Contents of the Purchase Requisitions on File Dialog Box
          • Purchase Orders on File Dialog Box
            • Display the Purchase Orders on File Dialog Box
            • Contents of the Purchase Orders on File Dialog Box
          • Items Reserved on File Grid Dialog Box
            • Display the Items Reserved on File Grid Dialog Box
            • Contents of the Items Reserved on File Grid Dialog Box
          • Items Requested on File Grid Dialog Box
            • Display the Items Requested on File Grid Dialog Box
            • Contents of the Items Requested on File Grid Dialog Box
      • Purchasing Reports
    • Asset Management
      • Basics
        • Asset Management Terminology
        • Asset Management Alerts
        • Asset Impairments
        • Asset Management and Multiple Currencies
        • GL Book and Additional Books for Asset Depreciation
      • Depreciation Processing
        • How to...
          • Run Depreciation Processing for Your GL Book
          • Run Depreciation Processing for Additional Books
          • Schedule Depreciation Processing to Run at a Later Time
          • Process an Asset Impairment
        • Fields and Options
          • Depreciation Processing Form
            • Display the Depreciation Processing Form
            • Toolbar of the Depreciation Processing Form
            • Contents of the Depreciation Processing Form
          • Schedule Dialog Box
            • Display the Schedule Dialog Box
            • Main Tab of Schedule Dialog Box
            • Recurrence Tab of Schedule Dialog Box
            • Parameters Tab of Schedule Dialog Box
        • Learn More About...
          • GL Book and Additional Books for Asset Depreciation
          • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
          • Journal Entries Created During Depreciation Processing
          • Amortizing Capital Leases
          • Amortization Example for Leased Assets
          • Amortizing Prepaid Items
          • Amortization Example for Prepaid Items
          • Changing How Depreciation Is Calculated After You Have Processed Depreciation
          • Rerunning Depreciation Processing
          • Processing Depreciation in a Prior Period
          • Undoing the Posting of a Depreciation Processing Run
      • Transfer/Split Processing
        • Transferring Asset Items
          • How to...
            • Transfer an Asset Item
            • View or Print a Posting Log for Transferred or Split Asset Items
          • Fields and Options
            • Transfer/Split Processing Form
              • Display the Transfer/Split Processing Form
              • Toolbar of the Transfer/Split Processing Form
              • Contents of the Transfer/Split Processing Form
            • Asset Review Form or Dialog Box
              • Display the Asset Review Form or Dialog Box
              • Toolbar of the Asset Review Form or Dialog Box
              • Settings Tab of the Asset Review Form or Dialog Box
              • Summary Tab of the Asset Review Form or Dialog Box
              • History Tab of the Asset Review Form or Dialog Box
              • Unit Tab of the Asset Review Form or Dialog Box
          • Learn More About...
            • What Happens When You Transfer an Asset Item
            • Journal Entry Posting Logs for Asset Item Transfers
            • Example of Transferring an Asset Item
            • Undoing an Asset Item Transfer
        • Splitting Asset Items
          • How to...
            • Split an Asset Item
            • View or Print a Posting Log for Transferred or Split Asset Items
          • Fields and Options
            • Transfer/Split Processing Form
              • Display the Transfer/Split Processing Form
              • Contents of the Transfer/Split Processing Form
            • Asset Review Form or Dialog Box
              • Display the Asset Review Form or Dialog Box
              • Toolbar of the Asset Review Form or Dialog Box
              • Settings Tab of the Asset Review Form or Dialog Box
              • Summary Tab of the Asset Review Form or Dialog Box
              • History Tab of the Asset Review Form or Dialog Box
              • Unit Tab of the Asset Review Form or Dialog Box
          • Learn More About...
            • What Happens When You Split an Asset Item
            • Journal Entry Posting Logs for Asset Item Splits
            • Example of Splitting an Asset Item
            • Undoing an Asset Item Split
      • Disposal Processing
        • How to...
          • Dispose of an Asset Item That You Sold
          • Dispose of an Asset Item That You Scrapped
          • View or Print a Posting Log for an Asset Item That Has Been Disposed
          • Undo the Disposal of an Asset Item
        • Fields and Options
          • Disposal Processing Form
            • Display the Disposal Processing Form
            • Toolbar of the Disposal Processing Form
            • Contents of the Disposal Processing Form
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box in Disposal Processing
            • Contents of the Currency Override Dialog Box
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
        • Learn More About...
          • Cash Receipt Entries for Asset Items That Are Sold
          • Journal Entries for Asset Items That Are Scrapped
          • Undoing the Disposal of an Asset Item
      • Asset Review
        • Fields and Options
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
      • Section 179 Review
        • How to...
          • Review a Section 179 Deduction Limit
        • Fields and Options
          • Section 179 Review Form
            • Display the Section 179 Review Form
            • Toolbar of the Section 179 Review Form
            • Contents of the Section 179 Review Form
    • Inventory
      • Purchasing and Inventory and Web Services
      • Purchasing and Inventory and Alerts
      • Common Dialog Boxes for Purchasing and Inventory
        • New Item Dialog Box
          • Display the New Item Dialog Box
          • General Tab of the New Item Dialog Box
          • Vendors Tab of the New Item Dialog Box
        • Add FOB Code Dialog Box
          • Display the Add FOB Code Dialog Box
          • Contents of the Add FOB Code Dialog Box
        • Add Ship-Via Code Dialog Box
          • Display the Add Ship-Via Code Dialog Box
          • Contents of the Add Ship-Via Code Dialog Box
      • Item Requests
        • Approval Process for Inventory Item Requests
          • Approving an Inventory Item Request
          • Viewing the Progress of Inventory Item Requests Being Approved
          • Alerts for Approval Workflows
          • How To...
            • Reassign an Approval Step
            • Assign Another Person to Perform Approvals in Your Absence
        • Fields and Options
          • Item Requests Form
            • Display the Item Requests Form
            • Toolbar of Item Requests
            • General Tab of Item Requests
            • Progress Tab of Item Requests
          • Approval History Dialog Box of Item Requests
            • Display the Approval History Dialog Box of Item Requests
            • Contents of the Approval History Dialog Box
          • Approve Dialog Box of Item Requests
            • Display the Approve Dialog Box of Item Requests
            • Contents of the Approve Dialog Box
          • Reject Dialog Box of Item Requests
            • Display the Reject Dialog Box of Item Requests
            • Contents of the Reject Dialog Box
          • Item Requests Line Detail Dialog Box
            • Display the Item Requests Line Detail Dialog Box
            • General Tab of Item Requests Line Detail Dialog Box
            • Shipping Tab of Item Requests Line Detail Dialog Box
            • Notes Tab of Item Requests Line Detail Dialog Box
            • Vendors Tab of Item Requests Line Detail Dialog Box
            • Inventory Tab of Item Requests Line Detail Dialog Box
          • Change Assignment Dialog Box
            • Display the Change Assignment Dialog Box
            • Contents of the Change Assignment Dialog Box
      • Inventory Transactions
        • Fields and Options
          • Inventory Issues Form
            • Display the Inventory Issues Form
            • Contents of the Inventory Issues Form
          • Quantity Adjustments Form
            • Display the Quantity Adjustments Form
            • Contents of the Quantity Adjustments Form
          • Location Moves Form
            • Display the Location Moves Form
            • Contents of the Location Moves Form
          • Cost Adjustments Form
            • Display the Cost Adjustments Form
            • Contents of the Cost Adjustments Form
      • Inventory Reports
    • Reporting
      • Basics
        • Favorite Reports
        • Settings and Reporting
        • Reporting and Multiple Companies
      • Reporting Procedures
        • Creating Reports and Favorites
          • How to...
            • Create a New Report
            • Create User-Defined Sections
            • Exclude Promotional and Overhead Projects from the Unbilled Reports
            • Use Account Groups in General Ledger Reports
            • Create a Favorite Report (Save Personal Only)
            • Create a Favorite Report (Save for My Role)
            • Create a Favorite Report (Save for All Roles)
            • Generate a Favorite Report in Reporting
            • Modify a Favorite Report
            • Delete a Favorite Report
        • Reporting Options
          • Creating Folders for Saved Options and Searches
          • How to...
            • Save a Set of Options (Save Personal Only)
            • Save a Set of Options (Save for My Role)
            • Save a Set of Options (Save for All Roles)
            • Use a Saved Search
            • Modify a Set of Saved Options
            • Rename a Set of Saved Options
            • Set Personal Default Options for Reports
            • Restore Default Options for Reports
            • Delete a Set of Saved Options
        • Selecting Data
          • How to...
            • Creating Folders for Saved Options and Searches
            • Save a Search (Save Personal Only)
            • Save a Search (Save for My Role)
            • Save a Search (Save for All Roles)
            • Use a Saved Search
            • Modify a Saved Search
            • Rename a Saved Search
            • Delete a Saved Search
        • Formatting
          • How to...
            • Select or Remove Columns
            • Change Column Order
            • Find a Column
            • Modify Column Headings
            • Change Column Width
            • Set the Margin for the First Column
            • Set Data Alignment for Columns
            • Turn HTML Formatting On or Off for Memo Fields
            • Select Column Headings Background Color
          • How to...
            • Define the Default Currency Format for a Report
            • Modify the Format for a Currency Column
            • Define the Default Number Format for a Report
            • Modify the Format for a Number Column
            • Define the Default Date and Time Format for a Report
            • Modify the Date and Time Format for a Column
          • How to...
            • Select a Font
            • Set Margins
            • Select Page Orientation
            • Set Page Size
          • How to...
            • Select Graph Settings
          • How to...
            • Set Grid Line Options
            • Set Detail Line Background Color
        • Sorting and Grouping
          • How to...
            • Sort and Group Data
            • Find a Group
            • Change the Sort Order
            • Select Colors and Lines for Sort Bands
        • Previewing Reports
          • How to...
            • Preview a Favorite
            • Preview a Report
            • Use the Document Map to Find Data
            • Change Report Parameters on the Preview Window
            • Searching Previewed Reports
              • Search a Previewed Report with a Simple Search
              • Search a Previewed Report with an Advanced Search
              • Export Advanced Search Results to Excel
              • Print Advanced Search Results
              • Group Advanced Search Results
              • Sort Advanced Search Results
              • Filter Advanced Search Results
        • Drilling Down for Detail on a Previewed Report
          • How to...
            • Drill Down for Detail
            • Drill Down on Graphs
          • Learn More About...
            • Drilling Down from General Ledger Reports
            • Drilling Down from Graphs
        • Printing Reports
          • How to...
            • Print a Report from the Preview Window
            • Print a Report from the Reports Tab or Archived Reports Tab
        • Archiving Reports
          • How to...
            • Create an Archived Report
            • Schedule a Report to Be Archived
            • View an Archived Report
        • Scheduling Reports and Profiles
          • How to...
            • Schedule a Report to Run Later
            • Schedule a Profile to Run Later
        • Sending Reports as Email Attachments
          • How to...
            • Distribute a Report by Email
        • Downloading Reports
          • How to...
            • Download a Report
      • Reporting Screens
        • Reporting Form
          • Display the Reporting Form
          • Toolbar of Reporting Form or Dialog Box
          • Reports Tab of the Reporting Form or Dialog Box
          • Archived Reports Tab
          • Current Activity Tab of the Reporting Form or Dialog Box
        • Options Dialog Box for Reporting
          • Display the Options Dialog Box
          • Standard Controls on the Options Dialog Box
          • General Tab of the Options Dialog Box
          • Activity Tab of the Options Dialog Box
          • Budget Tab of Options Dialog Box
          • Sorting Grouping Tab of the Options Dialog Box
          • Columns Tab of the Options Dialog Box
          • Metrics Tab of the Options Dialog Box
          • User Defined Sections Tab of the Options Dialog Box
          • Drill Down Tab of the Options Dialog Box
          • Layout Tab of the Options Dialog Box
          • Graph Tab of the Options Dialog Box
        • Preview Window
          • Preview Window Options
        • Organize Favorite Report Dialog Box
          • Display the Organize Favorite Report Dialog Box
          • Contents of the Organize Favorite Report Dialog Box
        • Organize Options Dialog Box
          • Display the Organize Options Dialog Box
          • Contents of the Organize Options Dialog Box
        • Organize Options Dialog Box for Searches
          • Display the Organize Options Dialog Box for Searches
          • Contents of the Organize Options Dialog Box for Searches
        • Print Dialog Box
          • Display the Print Dialog Box
          • Contents of the Print Dialog Box
        • Format Number Dialog Box
          • Display the Format Number Dialog Box
          • Contents of the Format Number Dialog Box
        • Format Currency Dialog Box
          • Display the Format Currency Dialog Box
          • Contents of the Format Currency Dialog Box
        • Format Date Time Dialog Box
          • Display the Format Date Time Dialog Box
          • Contents of the Format Date Time Dialog Box
        • Add or Modify Calculated Field Dialog Box
          • Display the Add or Modify Calculated Field Dialog Box
          • Contents of the Add Modify Calculated Field Dialog Box
      • Report Descriptions
        • Firm Reports
          • Firm Audit
            • Display the Firm Audit Report
            • Firm Audit General Tab
            • Firm Audit Columns
          • Firm Audit Detail
            • Display the Firm Audit Detail Report
            • Firm Audit Detail General Tab
            • Firm Audit Detail Columns
          • Firm CRM Summary
            • Display the Firm CRM Summary Report
            • Firm CRM Summary General Tab
            • Firm CRM Summary Columns Tab
          • Firm Employee Assignment and Activity Status Report
            • Display the Firm Employee Assignment and Activity Status Report
            • Firm Employee Assignment and Activity Status General Tab
            • Firm Employee Assignment and Activity Status Columns Tab
          • Firm List
            • Display the Firm List
            • Firm List General Tab
            • Firm List Columns Tab
          • Firm Mailing Label
            • Display the Firm Mailing Labels
            • Firm Mailing Labels General Tab
        • Contact Reports
          • Contact Audit
            • Display the Contact Audit
            • Contact Audit General Tab
            • Contact Audit Columns
          • Contact Audit Detail
            • Display the Contact Audit Detail
            • Contact Audit Detail General Tab
            • Contact Audit Detail Columns
          • Contact List
            • Display the Contact List
            • Contact List General Tab
            • Contact List Columns Tab
          • Contact Mailing Labels
            • Display the Contact Mailing Labels
            • Contact Mailing Labels General Tab
          • Contact Summary
            • Display the Contact Summary
            • Contact Summary General Tab
            • Contact Summary Columns Tab
        • Marketing Campaign Reports
          • Marketing Campaign Audit
            • Display the Marketing Campaign Audit
            • Marketing Campaign Audit General Tab
            • Marketing Campaign Audit Columns
          • Marketing Campaign Audit Detail
            • Display the Marketing Campaign Audit Detail
            • Marketing Campaign Audit Detail General Tab
            • Marketing Campaign Audit Detail Columns
          • Marketing Campaign List
            • Display the Marketing Campaign List
            • Marketing Campaign List General Tab
            • Marketing Campaign List Columns Tab
          • Marketing Campaign Summary
            • Display the Marketing Campaign Summary
            • Marketing Campaign Summary General Tab
            • Marketing Campaign Summary Columns Tab
        • Opportunity Reports
          • Opportunity Audit
            • Display the Opportunity Audit
            • Opportunity Audit General Tab
            • Opportunity Audit Columns
          • Opportunity Audit Detail
            • Display the Opportunity Audit Detail
            • Opportunity Audit Detail General Tab
            • Opportunity Audit Detail Columns
          • Opportunity Fee Estimate
            • Display the Opportunity Fee Estimate
            • Opportunity Fee Estimate General Tab
            • Opportunity Fee Estimate Sections Tab
            • Opportunity Fee Estimate Signature Tab
            • Opportunity Fee Estimate Misc Tab
          • Opportunity Forecast
            • Display the Opportunity Forecast
            • Opportunity Forecast General Tab
            • Opportunity Forecast Columns Tab
          • Opportunity Hit Rate List
            • Display the Opportunity Hit Rate List
            • Opportunity Hit Rate List General Tab
            • Opportunity Hit Rate List Columns Tab
          • Opportunity List
            • Display the Opportunity List
            • Opportunity List General Tab
            • Opportunity List Columns Tab
          • Opportunity Service Estimate
            • Display the Opportunity Service Estimate
            • Opportunity Service Estimate General Tab
            • Opportunity Service Estimate Sections Tab
            • Opportunity Service Estimate Signature Tab
            • Opportunity Service Estimate Misc Tab
          • Opportunity Summary
            • Display the Opportunity Summary
            • Opportunity Summary General Tab
            • Opportunity Summary Columns Tab
        • Employee Reports
          • Accrued Time Report
            • Display the Accrued Time Report
            • Accrued Time General Tab
            • Accrued Time Columns Tab
          • CRM Employee Summary
            • Display the CRM Employee Summary
            • CRM Employee Summary General Tab
            • CRM Employee Summary Columns Tab
          • Employee Audit
            • Display the Employee Audit
            • Employee Audit General Tab
            • Employee Audit Columns
          • Employee Audit Detail
            • Display the Employee Audit Detail
            • Employee Audit Detail General Tab
            • Employee Audit Detail Columns
          • Employee Labor Audit
            • Display the Employee Labor Audit
            • Employee Labor Audit General Tab
            • Employee Labor Audit Columns Tab
          • Employee Labor Detail
            • Employee Labor Detail Realization Amount Currency
            • Display the Employee Labor Detail
            • Employee Labor Detail General Tab
            • Employee Labor Detail Labor Code Tab
            • Employee Labor Detail Columns Tab
          • Employee Labor Summary
            • Display the Employee Labor Summary
            • Employee Labor Summary General Tab
            • Employee Labor Summary Columns
          • Employee Ledger
            • Display the Employee Ledger
            • Employee Ledger General Tab
            • Employee Ledger Columns Tab
          • Employee List
            • Display the Employee List
            • Employee List General Tab
            • Employee List Columns Tab
          • Employee Mailing Labels
            • Display the Employee Mailing Labels
            • Employee Mailing Labels General Tab
          • Sales Credit Report
            • Display the Sales Credit Report
            • Sales Credit General Tab
            • Sales Credit Columns Tab
          • Time Analysis
            • Time Analysis Standard Hours Calculation
            • Display the Time Analysis Report
            • Time Analysis General Tab
            • Time Analysis Columns Tab
          • Timesheet Audit Detail
            • Display the Timesheet Audit Detail
            • Timesheet Audit Detail General Tab
            • Timesheet Audit Detail Columns
        • Project Reports
          • Calculations for Percent Complete Reported Columns
          • Sorting and Grouping Data on Project Reports
          • Budget Worksheet
            • Display the Budget Worksheet
            • Budget Worksheet General Tab
            • Budget Worksheet Columns
          • Consultant Ledger
            • Display the Consultant Ledger
            • Consultant Ledger General Tab
            • Consultant Ledger Columns
          • Contract Management
            • Display the Contract Management Report
            • Contract Management General Tab
            • Contract Management Columns Tab
          • CRM Project Summary
            • Display the CRM Project Summary
            • CRM Project Summary General Tab
            • CRM Project Summary Columns Tab
          • Expense Detail
            • Display the Expense Detail
            • Expense Detail General Tab
            • Expense Detail Expense Tab
            • Expense Detail Columns Tab
          • Expense Summary
            • Display the Expense Summary
            • Expense Summary General Tab
            • Expense Summary Budget & Expense Tab
            • Expense Summary Columns Tab
          • Labor Detail
            • Display the Labor Detail Report
            • Labor Detail General Tab
            • Labor Detail Columns Tab
          • Labor Summary
            • Display the Labor Summary
            • Labor Summary General Tab
            • Labor Summary Budget Tab
            • Labor Summary Columns Tab
          • Office Earnings
            • Display the Office Earnings Report
            • Office Earnings General Tab
            • Office Earnings Budget Tab
            • Office Earnings Columns Tab
          • Project Audit
            • Display the Project Audit
            • Project Audit General Tab
            • Project Audit Columns
          • Project Audit Detail
            • Display the Project Audit Detail
            • Project Audit Detail General Tab
            • Project Audit Detail Columns
          • Project Detail
            • Display the Project Detail
            • Project Detail General Tab
            • Project Detail Options Tab
            • Project Detail Labor & Expense Tab
            • Project Detail Columns Tab
          • Project Earnings
            • Display the Project Earnings Report
            • Project Earnings General Tab
            • Project Earnings Budget Tab
            • Project Earnings Columns Tab
          • Project List
            • Display the Project List
            • Project List General Tab
            • Project List Columns Tab
          • Project Progress
            • Display the Project Progress Report
            • Project Progress General Tab
            • Project Progress Labor & Expense Tab
            • Project Progress Budget Tab
            • Project Progress Columns Tab
          • Project Summary
            • Display the Project Summary
            • Project Summary General Tab
            • Project Summary Budget and Expense Tab
            • Project Summary Columns Tab
          • Project Template Audit
            • Display the Project Template Audit
            • Project Template Audit General Tab
            • Project Template Audit Columns
          • Project Template Audit Detail
            • Display the Project Template Audit Detail
            • Project Template Audit Detail General Tab
            • Project Template Audit Detail Columns
          • Unposted Labor
            • Display the Unposted Labor Report
            • Unposted Labor General Tab
            • Unposted Labor Columns Tab
          • Vouchers by Project Report
            • Display the Vouchers by Project Report
            • Vouchers by Project General Tab
            • Vouchers by Project Columns
        • Unit Reports
          • Unit Audit
            • Display the Unit Audit
            • Unit Audit General Tab
            • Unit Audit Columns
          • Unit Audit Detail
            • Display the Unit Audit Detail
            • Unit Audit Detail General Tab
            • Unit Audit Detail Columns
          • Unit Detail Report
            • Display the Unit Detail
            • Unit Detail General Tab
            • Unit Detail Columns Tab
          • Unit List
            • Display the Unit List
            • Unit List General Tab
            • Unit List Columns
        • Vendor Reports
          • Cash Requirements
            • Display the Cash Requirements Report
            • Cash Requirements General Tab
            • Cash Requirements Columns
          • Cash Requirements Bank Summary
            • Display the Cash Requirements Bank Summary
            • Cash Requirements Bank Summary General Tab
            • Cash Requirements Bank Summary Columns
          • CRM Vendor Summary
            • Display the CRM Vendor Summary
            • CRM Vendor Summary General Tab
            • CRM Vendor Summary Columns Tab
          • Vendor Summary
            • Display the Vendor Summary
            • Vendor Summary General Tab
            • Vendor Summary Columns
          • Voucher Ledger
            • Display the Voucher Ledger
            • Voucher Ledger General Tab
            • Voucher Ledger Columns
          • Voucher Schedule
            • Display the Voucher Schedule
            • Voucher Schedule General Tab
            • Voucher Schedule Columns
        • Equipment Reports
          • Asset Detail Report
            • Display the Asset Detail Report
            • Asset Detail General Tab
          • Asset Summary Report
            • Display the Asset Summary Report
            • Asset Summary General Tab
            • Asset Summary Columns Tab
          • Equipment List Report
            • Display the Equipment List Report
            • Equipment List General Tab
            • Equipment List Columns Tab
        • Boilerplate Reports
          • Boilerplate Audit
            • Display the Boilerplate Audit
            • Boilerplate Audit General Tab
            • Boilerplate Audit Columns
          • Boilerplate Audit Detail
            • Display the Boilerplate Audit Detail
            • Boilerplate Audit Detail General Tab
            • Boilerplate Audit Detail Columns
          • Boilerplate List
            • Display the Boilerplate List
            • Boilerplate List General Tab
            • Boilerplate List Columns Tab
          • Boilerplate Summary
            • Display the Boilerplate Summary
            • Boilerplate Summary General Tab
            • Boilerplate Summary Columns Tab
        • Payroll Reports
          • Contributions by Category
            • Display the Contributions by Category Report
            • Contributions by Category General Tab
            • Contributions by Category Columns
          • Employee Payroll List
            • Display the Employee Payroll List
            • Employee Payroll List General Tab
            • Employee Payroll List Columns
          • Form 940 Worksheet
            • Display the Form 940 Worksheet
            • Form 940 Worksheet General Tab
            • Form 940 Worksheet Columns
            • Form 940 Worksheet Summary
          • Form 941 Worksheet
            • Display the Form 941 Worksheet
            • Form 941 Worksheet General Tab
            • Form 941 Worksheet Columns
            • Form 941 Worksheet Summary
          • Payroll Check Register
            • Display the Payroll Check Register
            • Payroll Check Register General Tab
            • Payroll Check Register Columns
          • Payroll Labor Detail
            • Display the Payroll Labor Detail
            • Payroll Labor Detail General Tab
            • Payroll Labor Detail Columns Tab
          • Payroll Locale List
            • Display the Payroll Locale List
            • Payroll Locale List General Tab
            • Payroll Locale List Columns
          • State or Local Income Tax Worksheet
            • Display the State or Local Income Tax Worksheet
            • State or Local Income Tax Worksheet General Tab
            • State or Local Income Tax Worksheet Columns
          • State Unemployment Insurance Worksheet
            • Display the State Unemployment Insurance Worksheet
            • State Unemployment Insurance Worksheet General Tab
            • State Unemployment Insurance Worksheet Columns
            • State Unemployment Insurance Worksheet Summary
          • Withholdings by Category
            • Display the Withholdings by Category Report
            • Withholdings by Category General Tab
            • Withholdings by Category Columns
        • Purchasing Reports
          • Blanket Purchase Orders Report
            • Display the Blanket Purchase Orders Report
            • Blanket Purchase Orders General Tab
            • Blanket Purchase Orders Columns Tab
          • Item by Vendor
            • Display the Item by Vendor Report
            • Item by Vendor General Tab
            • Item by Vendor Columns Tab
          • Open Purchase Orders
            • Display the Open Purchase Orders Report
            • Open Purchase Orders General Tab
            • Open Purchase Orders Columns Tab
          • Purchase Order Cost Distribution Detail
            • Display the Purchase Order Cost Distribution Detail
            • Purchase Order Cost Distribution Detail General Tab
            • Purchase Order Cost Distribution Detail Columns Tab
          • Purchase Order Detail
            • Display the Purchase Order Detail
            • Purchase Order Detail General Tab
            • Purchase Order Detail Columns
          • Purchase Order Form
            • Display the Purchase Order Form
            • Purchase Order Form General Tab
            • Purchase Order Form Columns
          • Purchase Order Status
            • Display the Purchase Order Status Report
            • Purchase Order Status General Tab
            • Purchase Order Status Columns
          • Purchase Requisition and Price Quote
            • Display the Purchase Requisition and Price Quote
            • Purchase Requisition and Price Quote General Tab
            • Purchase Requisition and Price Quote Columns
          • Purchase Requisition Form
            • Display the Purchase Requisition Form
            • Purchase Requisition Form General Tab
            • Purchase Requisition Form Columns
          • Purchase Requisition Status
            • Display the Purchase Requisition Status Report
            • Purchase Requisition Status General Tab
            • Purchase Requisition Status Columns
          • Received Purchase Order Items
            • Display the Received Purchase Order Items Report
            • Received Purchase Order Items General Tab
            • Received Purchase Order Items Columns Tab
          • Request for Price Quote Form
            • Display the Request for Price Quote Form
            • Request for Price Quote Form General Tab
            • Request for Price Quote Form Columns
          • Request for Price Quote Status
            • Display the Request for Price Quote Status Report
            • Request for Price Quote Status General Tab
            • Request for Price Quote Status Columns
          • Vouchered Purchase Order Items
            • Display the Vouchered Purchase Order Items Report
            • Vouchered Purchase Order Items General Tab
            • Vouchered Purchase Order Items Columns Tab
        • Inventory Reports
          • Inventory Reorder Report
            • Display the Inventory Reorder Report
            • Inventory Reorder General Tab
            • Inventory Reorder Columns Tab
          • Inventory Reservation Pick List
            • Display the Inventory Reservation Pick List
            • Inventory Reservation Pick List General Tab
            • Inventory Reservation Pick List Columns
          • Inventory Stock Status
            • Display the Inventory Stock Status
            • Inventory Stock Status General Tab
            • Inventory Stock Status Columns Tab
          • Inventory Transaction History
            • Display the Inventory Transaction History
            • Inventory Transaction History General Tab
            • Inventory Transaction History Columns Tab
        • Accounts Receivable Reports
          • Aging for Accounts Receivable
          • AR Aged
            • Display the AR Aged
            • AR Aged General Tab
            • AR Aged Options Tab
            • AR Aged Columns Tab
          • AR Comments Report
            • Display the AR Comments Report
            • AR Comments General Tab
            • AR Comments Columns Tab
          • AR Ledger Report
            • Display the AR Ledger Report
            • AR Ledger General Tab
            • AR Ledger Options Tab
            • AR Ledger Columns Tab
          • AR Statement
            • Display the AR Statement
            • AR Statement General Tab
            • AR Statement Heading Tab
            • AR Statement Options Tab
            • AR Statement Columns Tab
          • Invoice Register
            • Display the Invoice Register
            • Invoice Register General Tab
            • Invoice Register Columns Tab
          • Invoice Transaction Detail
            • Display the Invoice Transaction Detail Report
            • Invoice Transaction Detail General Tab
            • Invoice Transaction Detail Options Tab
            • Invoice Transaction Detail Columns Tab
          • Retainer Ledger Report
            • Display the Retainer Ledger Report
            • Retainer Ledger General Tab
        • Billing Reports
          • Billing Terms Audit
            • Display the Billing Terms Audit
            • Billing Terms Audit General Tab
            • Billing Terms Audit Columns
          • Billing Terms Audit Detail
            • Display the Billing Terms Audit Detail Report
            • Billing Terms Audit Detail General Tab
            • Billing Terms Audit Detail Columns
          • Billing Terms List
            • Display the Billing Terms List
            • Billing Terms List General Tab
          • Fee Remaining Report
            • Display the Fee Remaining Report
            • Fee Remaining General Tab
            • Fee Remaining Columns
          • Invoice Approval Report
            • Display the Invoice Approval Report
            • Invoice Approval General Tab
            • Invoice Approval Columns Tab
          • Missing Billing Terms List
            • Display the Missing Billing Terms List
            • Missing Billing Terms List General Tab
            • Missing Billing Terms List Columns
          • Unbilled Detail and Aging Report
            • Display the Unbilled Detail and Aging Report
            • Unbilled Detail and Aging General Tab
            • Unbilled Detail and Aging Options Tab
            • Unbilled Detail and Aging Columns Tab
            • Unbilled Reports Additional Columns
          • Unbilled Summary Report
            • Display the Unbilled Summary Report
            • Unbilled Summary General Tab
            • Unbilled Summary Options Tab
            • Unbilled Summary Columns Tab
            • Unbilled Reports Additional Columns
        • General Ledger Reports
          • Two Levels of Account Groups for Customizing GL Reports
          • Custom Columns for General Ledger Reports
          • Drilling Down from GL Reports
          • Account Analysis
            • Display the Account Analysis
            • Account Analysis General Tab
            • Account Analysis Columns Tab
          • Balance Sheet
            • Display the Balance Sheet
            • Balance Sheet General Tab
            • Balance Sheet Labels Tab
            • Balance Sheet Columns Tab
          • Diary Report
            • Display the Diary Report
            • Diary General Tab
            • Diary Columns Tab
          • Income Statement
            • Display the Income Statement
            • Income Statement General Tab
            • Income Statement Labels Tab
            • Income Statement Columns Tab
          • Profit Planning Monitor
            • Display the Profit Planning Monitor
            • Profit Planning Monitor General Tab
            • Profit Planning Monitor Labels Tab
            • Profit Planning Monitor Columns Tab
          • Trial Balance
            • Display the Trial Balance
            • Trial Balance General Tab
            • Trial Balance Columns Tab
        • Consolidated General Ledger Reports
          • Consolidated Balance Sheet
            • Display the Consolidated Balance Sheet
            • Consolidated Balance Sheet General Tab
            • Consolidated Balance Sheet Labels Tab
            • Consolidated Balance Sheet Columns Tab
          • Consolidated Eliminations Report
            • Display the Consolidated Eliminations Report
            • Consolidated Eliminations General Tab
            • Consolidated Eliminations Columns Tab
          • Consolidated Income Statement
            • Display the Consolidated Income Statement
            • Consolidated Income Statement General Tab
            • Consolidated Income Statement Labels Tab
            • Consolidated Income Statement Columns Tab
          • Consolidated Profit Planning Monitor
            • Display the Consolidated Profit Planning Monitor
            • Consolidated Profit Planning Monitor General Tab
            • Consolidated Profit Planning Monitor Labels Tab
            • Consolidated Profit Planning Monitor Columns Tab
        • Accounting Reports
          • Account List
            • Display the Account List
            • Account List General Tab
            • Account List Columns Tab
          • Cash Flow Forecast Report
            • Inflow and Outflow Data Sources for the Cash Flow Forecast
            • Display the Cash Flow Forecast Report
            • Cash Flow Forecast General Tab
            • Cash Flow Forecast Columns
          • Cash Flow Statement
            • Display the Cash Flow Statement
            • Cash Flow Statement General Tab
            • Cash Flow Statement Columns
          • Cash Journal
            • Display the Cash Journal
            • Cash Journal General Tab
            • Cash Journal Columns
          • Cash Receipts
            • Display the Cash Receipts Report
            • Cash Receipts General Tab
            • Cash Receipts Columns Tab
          • Chart of Accounts Audit
            • Display the Chart of Accounts Audit
            • Chart of Accounts Audit General Tab
            • Chart of Accounts Audit Columns
          • Chart of Accounts Audit Detail
            • Display the Chart of Accounts Audit Detail
            • Chart of Accounts Audit Detail General Tab
            • Chart of Accounts Audit Detail Columns
          • Gains Losses and Revaluations Detail Report
            • Display the Gains Losses and Revaluations Detail Report
            • Gains Losses and Revaluations Detail General Tab
            • Gains Losses and Revaluations Detail Columns Tab
          • Intercompany Billing Detail Report
            • Display the Intercompany Billing Detail Report
            • Intercompany Billing Detail General Tab
            • Intercompany Billing Detail Columns Tab
          • Labor Cross Charge Report
            • Display the Labor Cross Charge Report
            • Labor Cross Charge General Tab
            • Labor Cross Charge Columns
          • Overhead Allocation Report
            • Display the Overhead Allocation Report
            • Overhead Allocation General Tab
            • Overhead Allocation Columns
          • Payment Register
            • Display the Payment Register
            • Payment Register General Tab
            • Payment Register Columns Tab
          • Sales List
            • Display the Sales List
            • Sales List General Tab
            • Sales List Columns
          • Tax Analysis Report
            • Display the Tax Analysis Report
            • Tax Analysis General Tab
            • Tax Analysis Columns Tab
        • Project Planning Reports
          • Access to Labor Cost Data for Planning Reports
          • Non-working Days and Planning Reports
          • Labor Plan Charts
            • Display the Labor Plan Charts
            • Labor Plan Charts General Tab
            • Labor Plan Charts Columns Tab
          • Labor Plan EVT Charts
            • Display the Labor Plan EVT Charts
            • Labor Plan EVT Charts General Tab
            • Labor Plan EVT Charts Date Basis Tab
            • Labor Plan EVT Charts Columns
          • Labor Plan Summary
            • Display the Labor Plan Summary
            • Labor Plan Summary General Tab
            • Labor Plan Summary Date Basis Tab
            • Labor Plan Summary Columns Tab
          • Labor Resource Actuals
            • Display the Labor Resource Actuals
            • Labor Resource Actuals General Tab
            • Labor Resource Actuals Columns Tab
          • Labor Resource Forecast
            • Display the Labor Resource Forecast
            • Labor Resource Forecast General Tab
            • Labor Resource Forecast Options Tab
            • Labor Resource Forecast Columns Tab
          • Labor Resource Planned and Actuals
            • Display the Labor Resource Planned and Actuals Report
            • Labor Resource Planned and Actuals General Tab
            • Labor Resource Planned and Actuals Options Tab
            • Labor Resource Planned and Actuals Columns Tab
          • Labor Resource Requirements
            • Display the Labor Resource Requirements
            • Labor Resource Requirements General Tab
            • Labor Resource Requirements Options Tab
            • Labor Resource Requirements Columns Tab
          • Project Planning Analysis
            • Display the Project Planning Analysis
            • Project Planning Analysis General Tab
            • Project Planning Analysis Options Tab
            • Project Planning Analysis Date Basis Tab
            • Project Planning Analysis Columns Tab
          • Project Planning List
            • Display the Project Planning List
            • Project Planning List General Tab
            • Project Planning List Columns Tab
          • Project Planning Performance
            • Display the Project Planning Performance Report
            • Project Planning Performance General Tab
            • Project Planning Performance Options Tab
            • Project Planning Performance Labor and Expense Tab
            • Project Planning Performance Date Basis Tab
            • Project Planning Performance Columns Tab
          • Project Planning Schedule
            • Display the Project Planning Schedule
            • Project Planning Schedule General Tab
            • Project Planning Schedule Options Tab
          • Resource Utilization by Organization
            • Display the Resource Utilization by Organization Report
            • Resource Utilization by Organization General Tab
            • Resource Utilization by Organization Inclusions Tab
            • Resource Utilization by Organization Sorting Grouping Tab
            • Resource Utilization by Organization Columns Tab
            • Resource Utilization by Organization Graph Tab
            • Resource Utilization by Organization If You Base the Graph on FTE Values
        • Executive Reports
          • Key Financial Metrics
            • Display the Key Financial Metrics Report
            • Key Financial Metrics Metrics Tab
            • Key Financial Metrics General Tab
            • Key Financial Metrics General Ledger Tab
            • Key Financial Metrics Project Tab
            • Key Financial Metrics Employee Tab
            • Key Financial Metrics Opportunity Tab
          • Opportunity Top-Bottom Performers Report
            • Display the Opportunity Top-Bottom Performers Report
            • Opportunity Top-Bottom Performers General Tab
            • Opportunity Top-Bottom Performers Columns Tab
          • Project Top-Bottom Performers
            • Display the Project Top-Bottom Performers Report
            • Project Top-Bottom Performers General Tab
            • Project Top-Bottom Performers Columns Tab
        • Data Export Reports
          • Display the Data Export Reports
          • Accounts Payable Export
          • Accounts Receivable Export
          • Asset Item Export
            • Asset Item Export General Tab
            • Asset Item Export Columns Tab
          • Client Export
          • Contact Export
          • Employee Export
          • General Ledger Export
          • Marketing Campaign Export
          • Opportunity Export
          • Payroll Export
            • Payroll Export General Tab
            • Payroll Export Columns Tab
          • Project Expense Export
          • Project Labor Export
          • Project List Export
          • Project Summary Export
          • Vendor List Export
        • Administration Reports
          • Field Security Report
            • Display the Field Security Report
            • Field Security Columns
          • Role Audit
            • Display the Role Audit
            • Role Audit Columns
          • Role Audit Detail
            • Display the Role Audit Detail
            • Role Audit Detail Columns
          • Role Summary Report
            • Display the Role Summary Report
            • Role Summary Report Options
          • User Accounts Report
            • Display the User Accounts Report
            • User Accounts Report Columns
        • Activity Reports
          • Activity Audit
            • Display the Activity Audit
            • Activity Audit General Tab
            • Activity Audit Columns
          • Activity Audit Detail
            • Display the Activity Audit Detail
            • Activity Audit Detail General Tab
            • Activity Audit Detail Columns
          • Activity List Report
            • Display the Activity List Report
            • Activity List Options General Tab
            • Activity List Report Columns
          • Activity Summary Report
            • Display the Activity Summary Report
            • Activity Summary Options General Tab
            • Activity Summary Report Columns
    • Utilities
      • Utilities (Browser)
        • Integrations and Imports
          • How to...
            • Set Up Access to the Application Programming Interfaces (APIs)
            • Import Records from .CSV Files
              • Prepare the .CSV File
              • Run the Import Process
            • Use European Tax Validation with a Firm Record
            • Set Up Integration with Ajera
            • Connect Your GovWin IQ Instance
            • Set Up Integration with Kona Business
            • Integrate with Salesforce
              • Connect Your Salesforce Instance
              • Set Up Salesforce Data Options
              • Add Mapped Fields to the Data Mapping Grid
              • Delete a Mapped Field
              • Troubleshoot Salesforce Errors
                • View a Salesforce Integration Error Log
                • View Salesforce Error Notifications
                • Check Errors in the Process Queue
          • Fields and Options
            • Ajera Tab of the Integrations & Imports Form
            • API Authorization Tab of the Integrations & Imports Form
            • GovWin IQ Tab of the Integrations & Imports Form
            • Imports Tab of the Integrations & Imports Form
            • Kona Tab of the Integrations & Imports Form
            • Salesforce Tab of the Integrations & Imports Form
            • VAT Registrations Tab of the Integrations & Imports Form
            • Import From CSV Dialog Box
              • Display the Import from CSV Dialog Box
              • Contents of the Import from CSV Dialog Box
          • Learn More About...
            • Importing Data from .CSV Files
            • Mapping Information for .CSV Imports
              • Opportunities Import Fields
              • Contacts Import Fields
              • Employees Import Fields
              • Employee Citizenship Import Fields
              • Employee Credentials Import Fields
              • Employee Education Import Fields
              • Employee Skills Import Fields
              • Generic Staff Import Fields
              • Project Information Import Fields
              • Project Assignments Import Fields
              • Historical Hours Import Fields
              • Lists Import Fields
              • Firms Import Fields
              • Firm Addresses Import Fields
              • Organization Import Fields
            • Security Settings for Imports
            • Kona Integration
              • Start a Kona Conversation
              • Open an Existing Kona Conversation
              • Mark a Kona Conversation as Favorite
              • Find a Favorite Kona Conversation
              • Filter a Conversation Using Highlights
              • Mute a Kona Conversation
              • Delete a Kona Conversation
              • View Notifications for Unread Kona Conversations
            • Salesforce Integration
              • Before You Begin
              • Checklist: Setting Up Salesforce Integration
                • Enable Salesforce to Communicate with Deltek
                • Configure Deltek to Connect to Salesforce
                • Run the Initial Data Import
                • Confirm Data After Initial Import
              • Salesforce Integration Data Mapping
        • Combine Firms
          • How to...
            • Combine Firm Records
            • Change a Firm's Vendor Number
          • Fields and Options
            • Combine Firms Form
            • Combine Records Tab of the Combine Firms Form
            • Change Number Tab of the Combine Firms Form
          • Learn More About...
      • Utilities (Desktop)
        • Change Period Utility
          • How to...
            • Change Period
          • Fields and Options
            • Period Selection Dialog Box
              • Display the Period Selection Dialog Box
              • Contents of the Period Selection Dialog Box
        • Change Organization 1 Utility
          • How to...
            • Change the Active Organization 1 (Desktop)
          • Fields and Options
            • Company Selection Dialog Box
              • Display the Company Selection Dialog Box
              • Contents of the Company Selection Dialog Box
        • Open New Period Utility
          • How to...
            • Open a New Period
          • Fields and Options
            • Open New Period Dialog Box
              • Display the Open New Period Dialog Box
              • Contents of the Open New Period Dialog Box
        • Period Setup Utility
          • How to...
            • Set Up Periods
          • Fields and Options
            • Period Setup Form
              • Display the Period Setup Form
              • Contents of the Period Setup Form
          • Learn More About...
            • Posting Log Review
              • Display the Posting Log Review
              • Contents of the Posting Log Review
        • 1099 Initialization Utility
          • How to...
            • Initialize 1099 Data
          • Fields and Options
            • 1099 Initialization Dialog Box
              • Display the 1099 Initialization Dialog Box
              • Contents of the 1099 Initialization Dialog Box
        • User Activity Utility
          • How to...
            • View User Activity
            • Disable User Logins
            • Enable User Logins
            • Send an Email Message to Users
          • Fields and Options
            • User Activity Form
              • Display the User Activity Form
              • Toolbar of the User Activity Form
              • Contents of the User Activity Form
        • Advanced Utilities
          • File Reconciliation Report Utility
            • How to...
              • Print the File Reconciliation Report
          • Tolerance Report Utility
            • How to...
              • Print the Tolerance Report
            • Learn More About...
              • Tolerance Report
                • Display the Tolerance Report
                • Contents of the Tolerance Report
          • Multicompany Analysis Utility
            • How to...
              • Run the Multicompany Analysis
          • Open New W-2 Quarter Utility
            • How to...
              • Open a New W-2 Quarter
            • Fields and Options
              • Open New W-2 Quarter Dialog Box
                • Display the Open New W-2 Quarter Dialog Box
                • Contents of the Open New W-2 Quarter Dialog Box
          • Open New Absence Year Utility
            • How to...
              • Open a New Benefit Year
            • Fields and Options
              • Open New Absence Accrual Year Dialog Box
                • Display the Open New Absence Accrual Year Dialog Box
                • Contents of the Open New Absence Accrual Year Dialog Box
          • Data Import Utility
            • How to...
              • Import Text Files
              • Import ODBC DSN Files
            • Fields and Options
              • Import Utility Form
                • Display the Import Utility Form
                • Main Tab of Import Utility Form
                • Text File Fields Mapping Tab of Import Utility
                • ODBC DSN Fields Mapping Tab of Import Utility
              • Import from a Text File Dialog Box
                • Display the Import from a Text File Dialog Box
                • Contents of the Import from a Text File Dialog Box
              • Import Utility Dialog Box
                • Display the Import Utility Dialog Box
                • Contents of the Import Utility Dialog Box
              • Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box
                • Display the Please Specify the Batch Name to be Used for this Data Entry Import
                • Contents of the Please Specify the Batch Name to be Used for this Data Entry Import
            • Learn More About...
              • Data Import Security
              • Preparing Files for Import
              • Validating Data
              • Deltek Table Names
              • Table Formats
                • Hub Tables
                  • Client Table Formats (CL)
                  • Custom Grid for Client Table Formats (ClientCustomTabFields)
                  • Client Address Table Formats (CLAddress)
                  • Client File Links Table Formats (ClientFileLinks)
                  • Employees Table Formats (EM)
                  • Custom Grid for Employees Table Formats (EmployeeCustomTabFields)
                  • Employees Direct Deposit Table Formats (EMDirectDeposit)
                  • Employees Resumes Table Formats (EMResume)
                  • Employees Education Table Formats (EMDegree)
                  • Employees Licenses Table Formats (EMRegistration)
                  • Employees Skills Table Formats (EMSkills)
                  • Employees File Links Table Formats (EmployeeFileLinks)
                  • Employees - Clients Table Formats (EMClientAssoc)
                  • Employees - Contacts Table Formats (EMContactAssoc)
                  • Opportunities Table Formats (Opportunity)
                  • Custom Grid for Opportunities Table Formats (OpportunityCustomTabFields)
                  • Opportunities - Project Codes Table Formats (OpportunityProjectCodes)
                  • Opportunities Proposals Table Formats (OpportunityProposals)
                  • Opportunities File Links Table Format (OpportunityFileLinks)
                  • Opportunities - Client Table Formats (OpportunityClientAssoc)
                  • Opportunities - Contacts Table Formats (OpportunityContactAssoc)
                  • Opportunities - Employees Table Formats (OpportunityEMAssoc)
                  • Opportunities - Vendors Table Formats (OpportunityVEAssoc)
                  • Contacts Table Formats (Contacts)
                  • Custom Grid for Contacts Table Formats (ContactCustomTabFields)
                  • Contacts File Links Table Formats (ContactsFileLinks)
                  • Contacts More Info Table Formats (ContactMoreInfo)
                  • Project Table Formats (PR)
                  • Custom Grid for Project Table Formats (ProjectCustomTabFields)
                  • Project Codes Table Formats (PRProjectCodes)
                  • Project Descriptions Table Formats (PRDescriptions)
                  • Project Awards Table Formats (PRAwards)
                  • Project File Links Table Formats (PRFileLinks)
                  • Project - Client Table Formats (PRClientAssoc)
                  • Project - Contacts Table Formats (PRContactAssoc)
                  • <msgph varref="V-GW_Projects_UC">Projects</msgph> - Employee Table Formats (EMProjectAssoc)
                  • Projects - Contracts Table Format
                  • Projects - Contract Details Table Formats
                  • Projects - Contract Credit Table Formats
                  • Leads Table Formats (Leads)
                  • Custom Grid for Leads Table Formats (LeadCustomTabFields)
                  • Leads File Links Table Formats (LeadFileLinks)
                  • Leads - Activities Table Formats (ActivityLeads)
                  • Marketing Campaigns Table Formats (MktCampaign)
                  • Custom Grid for Marketing Campaigns Table Formats (MktCampaignCustomTabFields)
                  • Marketing Campaigns File Links Table Formats (MktCampaignFileLinks)
                  • Marketing Campaigns - Leads Table Formats (MktCampaignLeads)
                  • Marketing Campaigns - Opportunities Table Formats (MktCampaignOppAssoc)
                  • Marketing Campaigns - Project Table Formats (MktCampaignProjectAssoc)
                  • Vendor Table Formats (VE)
                  • Custom Grid for Vendor Table Formats (VendorCustomTabFields)
                  • Vendor Address Table Formats (VEAddress)
                  • Vendor File Links Table Formats (VEFileLinks)
                  • Vendor - WBS1s Table Formats (VEProjectAssoc)
                  • Units Table Format (UN)
                  • Accounts Table Formats (CA)
                  • Custom Grid for Chart of Accounts Table Formats (AccountCustomTabFields)
                • Non-Hub Tables
                  • Activities Table Formats (Activity)
                  • Project Overhead Table Formats (ProjectOverhead)
                  • Unbilled Revenue Table Formats (UnbilledRevenue)
                  • Billing Terms Projects Table Formats (BillingTerm)
                  • Billing Groups (Main Projects) Table Formats (BillingGroupsMain)
                  • Billing Groups (Sub Projects) Table Formats (BillingGroupsSub)
                  • Corporate Budgets Table Formats (CorporateBudgets)
                  • Labor Budgets Table Formats (LaborBudgets)
                  • Expense Budgets Table Formats (ExpenseBudgets)
                  • Project Labor Table Formats (ProjectLabor)
                  • Project Expenses Table Formats (ProjectExpense)
                  • Project Invoices Table Formats (ProjectInvoice)
                  • Project Receipts Table Formats (ProjectReceipt)
                  • General Ledger Account Balances Table Formats (AccountBalance)
                  • Accounts Payable Vouchers Table Formats (APVoucher)
                  • Accounts Payable Voucher Line Items Table Formats (APVoucherLine)
                  • Accounts Payable Payments Table Formats (APPayment)
                  • Project Plan Table Formats (RPPlan)
                  • Project Plan - Task Table Formats (RPTask)
                  • Project Plan - Assignment Table Formats (RPAssignment)
                  • Project Plan - Planned Labor Table Formats (RPPlannedLabor)
                  • Project Plan - Baseline Labor Table Formats (RPBaselineLabor)
                  • Project Plan - Expense Table Formats (RPExpense)
                  • Project Plan - Planned Expense Table Formats (RPPlannedExpenses)
                  • Project Plan - Baseline Expense Table Formats (RPBaselineExpenses)
                  • Project Plan - Consultant Table Formats (RPConsultant)
                  • Project Plan - Planned Consultant Table Formats (RPPlannedConsultant)
                  • Project Plan - Baseline Consultant Table Formats (RPBaselineConsultant)
                  • Timesheet Data Entry Table Formats (DETimesheet)
                  • Journal Entry Data Entry Table Formats (DEJournalEntry)
                  • Miscellaneous Data Entry Table Formats (DEMiscellaneous)
                  • Unit Data Entry Table Formats (DEUnit)
                  • Employee Expense Report Data Entry Table Formats (DEEmployeeExpense)
                  • Prints and Reproductions Data Entry Table Formats (DEPrints)
                  • AP Voucher Data Entry Table Formats (DEVoucher)
                  • Invoice Data Entry Table Formats
                  • Cash Receipts Data Entry Table Formats
                  • AP Disbursement Data Entry Table Formats
                  • Cash Disbursement Data Entry Table Formats
                  • FAS Depreciation Entry Table Formats (DEDeprec)
                  • Items Table Formats (Items)
                  • Items Company Table Formats (CompanyItem)
                  • Items Vendor Table Formats (VendorItem)
                  • Purchase Order Master Information Table Formats (POMaster)
                  • Purchase Order Line Item Information Table Formats (PODetail)
                  • Purchase Order Item Detail Cost Distribution Table Formats (POCostDetail)
                  • Purchase Order Default Project Distribution Table Formats (POWBS)
                  • Project Company Access Table Formats (PRChargeCompanies)
          • Posted Transaction Files Utility
            • How to...
              • Access Posted Transaction Files
            • Fields and Options
              • Posted Transaction Files Form
                • Display the Posted Transaction Files Form
                • Toolbar of the Posted Transaction Files Form
                • Contents of the Posted Transaction Files Form
          • Undo Posting Utility
            • How to...
              • Undo a Completed Posting
            • Fields and Options
              • Undo Posting Form
                • Display the Undo Posting Form
                • Toolbar of the Undo Posting Form
                • Contents of the Undo Posting Form
            • Learn More About...
              • Undoing Postings and Intercompany Billing
              • Undoing an AP Voucher Posting that Has Asset Items
          • Locked Transaction Files Utility
            • How to...
              • Unlock Locked Transaction Files
            • Fields and Options
              • Locked Transaction Files Form
                • Display the Locked Transaction Files Form
                • Toolbar of the Locked Transaction Files Form
                • Contents of the Locked Transaction Files Form
          • Incomplete Postings Utility
            • How to...
              • Access Incomplete Postings
            • Fields and Options
              • Incomplete Postings Form
                • Display the Incomplete Postings Form
                • Toolbar of the Incomplete Postings Form
                • Contents of the Incomplete Postings Form
          • Translation Analysis Utility
            • How to...
              • Print the Translation Analysis Report
          • Project Closeout Utility
            • How to...
              • Close Out Projects
            • Learn More About...
              • Closing Out Projects with Tasks
          • AR Paid Utility
            • How to...
              • Update the Accounts Receivable Table (AR Paid Update)
          • VO Paid Update Utility
            • How to...
              • Update the Voucher Table (VO Paid Update)
          • EX Paid Update Utility
            • How to...
              • Update the EX Table (EX Paid Update)
          • Refresh PRSummary Table Utility
            • How to...
              • Refresh PRSummary Table
          • Refresh GLSummary Table Utility
            • How to...
              • Refresh GLSummary Table
          • Refresh Inventory Utility
            • How to...
              • Refresh Inventory
          • Batch Deletes Utility
            • How to...
              • Use Batch Deletes to Delete Records
              • Use Batch Deletes to Make Records Inactive
            • Fields and Options
              • Batch Deletes Form
                • Display the Batch Deletes Form
                • Contents of the Batch Deletes Form
          • Search and Replace Utility
            • How to...
              • Create a New Search and Replace Update Run
              • Use an Existing Search and Replace Update Run
            • Fields and Options
              • Search and Replace Form (Utilities)
                • Display the Search and Replace Form (Utilities)
                • Toolbar of the Search and Replace Form (Utilities)
                • Contents of the Search and Replace Form (Utilities)
          • Change W2 Quarter/Year Utility
            • How to...
              • Change the W-2 Quarter or Year
            • Fields and Options
              • Change the W-2 Quarter Year Form
                • Display the Change W-2 Quarter Year Form
                • Toolbar of the Change W-2 Quarter Year Form
                • Contents of the Change W-2 Quarter Year Form
          • Enable Unicode Utility
            • How to...
              • Enable Unicode
          • Object Missing
            • Object Missing
              • Schedule a Configuration Package
          • Audit Purge Utility
            • How to...
              • Purge Configuration Audit Data
            • Fields and Options
              • Configuration Audit Purge Form
                • Display the Configuration Audit Purge Form
                • Contents of the Configuration Audit Purge Form
          • Create Contracts from Fees Utility
            • How to...
              • Create Contracts from Fees
          • Talent Management Web Service Utility
            • How to...
              • Set Up the Talent Management Web Service
              • Run the Talent Management Web Service Transfer
            • Fields and Options
              • Talent Management Web Service Form
                • Display the Talent Management Web Service Form
                • Toolbar of the Talent Management Web Service Form
                • General Tab of the Talent Management Web Service Form
                • Configuration Tab of the Talent Management Web Service Form
        • Key Conversions
          • How to...
            • Schedule Key Conversions
            • Convert Account Keys
            • Convert Bank Code Keys
            • Convert Contact Keys
            • Convert Employee Keys
            • Convert Project Keys
            • Convert Phase Keys
            • Convert Task Keys
            • Enable Phases and Tasks
            • Disable Phases or Tasks
            • Convert Organization Codes for Projects or Phases or Tasks
            • Convert Discount Code Keys
            • Convert Labor Code Keys
            • Convert Organization Subcode Keys
            • Convert Liability Code Keys
            • Convert Withholding Code Keys
            • Convert Contribution Code Keys
            • Convert Absence Accrual Code Keys
            • Convert Organization Keys
            • Convert Tax Code Keys
            • Convert Unit Keys
            • Convert Generic Resource Keys
          • Fields and Options
            • Key Convert Accounts Form
              • Display the Key Convert Accounts Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Accounts Form
            • Key Convert Banks Form
              • Display the Key Convert Banks Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Banks Form
            • Key Convert Contacts Form
              • Display the Key Convert Contacts Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Contacts Form
            • Key Convert Employees Form
              • Display the Key Convert Employees Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Employees Form
            • Key Convert Projects Form
              • Display the Key Convert Projects Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Projects Form
            • Key Convert Phases Form
              • Display the Key Convert Phases Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Phases Form
            • Key Convert Tasks Form
              • Display the Key Convert Tasks Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Tasks Form
            • Enable Phases or Tasks Form
              • Display the Enable Phases or Tasks Form
              • Toolbar of the Key Convert Forms
              • Contents of the Enable Phases or Tasks Form
            • Disable Phases and Tasks Form
              • Display the Disable Phases and Tasks Form
              • Toolbar of the Key Convert Forms
              • Contents of the Disable Phases and Tasks Form
            • Key Convert Projects' Organization Form
              • Display the Key Convert Projects' Organization Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Projects' Organization Form
            • Key Convert Discount Codes Form
              • Display the Key Convert Discount Codes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Discount Codes Form
            • Key Convert Labor Codes Form
              • Display the Key Convert Labor Codes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Labor Codes Form
            • Key Convert Organization Subcodes Form
              • Display the Key Convert Organization Subcodes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Organization Subcodes Form
            • Key Convert Liability Codes Form
              • Display the Key Convert Liability Codes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Liability Codes Form
            • Key Convert Withholding Codes Form
              • Display the Key Convert Withholding Codes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Withholding Codes Form
            • Key Convert Contribution Codes Form
              • Display the Key Convert Contribution Codes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Contribution Codes Form
            • Key Convert Accrual Codes Form
              • Display the Key Convert Absence Accrual Codes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Accrual Codes Form
            • Key Convert Organizations Form
              • Display the Key Convert Organizations Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Organizations Form
            • Key Convert Tax Codes Form
              • Display the Key Convert Tax Codes Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Tax Codes Form
            • Key Convert Units Form
              • Display the Key Convert Units Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Units Form
            • Key Convert Generic Resources Form
              • Display the Key Convert Generic Resources Form
              • Toolbar of the Key Convert Forms
              • Contents of the Key Convert Generic Resources Form
          • Learn More About,,,
            • Combining Projects Phases or Tasks Without Mapped Plans
            • Combining Projects Phases and/or Tasks that have Mapped Plans
            • Moving Phases or Tasks
            • Renumbering Projects Phases or Tasks
        • Key Formats
          • How to...
            • Schedule Key Format Conversions
            • Convert Account Number Formats
            • Convert Client Number Formats
            • Convert Employee Number Formats
            • Convert Project Number Formats
            • Convert Phase Number Formats
            • Convert Task Number Formats
            • Convert Unit Number Formats
            • Create Organization Levels and Specify Label Formats
            • Convert Labor Code Formats
            • Convert Vendor Number Formats
            • Convert Reference Number Formats
          • Fields and Options
            • Key Convert Account Format Form
              • Display the Key Convert Account Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Account Format Form
            • Key Convert Clients Format Form
              • Display the Key Convert Clients Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Clients Format Form
            • Key Convert Employee Format Form
              • Display the Key Convert Employee Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Employee Format Form
            • Key Convert Project Format Form
              • Display the Key Convert Project Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Project Format Form
            • Key Convert Phase Format Form
              • Display the Key Convert Phase Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Phase Format Form
            • Key Convert Task Format Form
              • Display the Key Convert Task Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Task Format Form
            • Key Convert Unit Format Form
              • Display the Key Convert Unit Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Unit Format Form
            • Key Convert Organization Format Form
              • Display the Key Convert Organization Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Organization Format Form
            • Key Convert Labor Code Format Form
              • Display the Key Convert Labor Code Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Labor Code Format Form
            • Key Convert Vendor Format Form
              • Display the Key Convert Vendor Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Vendor Format Form
            • Key Convert Reference Number Format Form
              • Display the Key Convert Reference Number Format Form
              • Toolbar of the Key Convert Format Forms
              • Contents of the Key Convert Reference Number Format Form
        • Process Server Utilities
          • Process Queue Manager Utility
            • How to...
              • Use the Process Queue Manager
            • Fields and Options
              • Process Queue Manager Form
                • Display the Process Queue Manager Form
                • Process Queue Manager Tasks (Toolbar Options)
                • Contents of the Process Queue Manager Form
          • Profile Editor Utility
            • How to...
              • Create Profiles
              • Submit a Profile to a Process Queue
              • Delete Profiles
            • Fields and Options
              • Profile Editor Form
                • Display the Profile Editor Form
                • Toolbar of the Profile Editor Form
                • Contents of the Profile Editor Form
          • Process Server Management Utility
            • How to...
              • Start or Stop Application Servers
              • Display the Server Event Log
            • Fields and Options
              • Event Log Form
                • Display the Event Log Form
                • Contents of the Event Log Form
        • History Loading Utility
          • How to...
            • Enter Labor and Expense History
            • Enter Invoice and Receipt History
            • Enter Accounts Payable History
            • Enter Employee Absence Accrual History
            • Enter Account Balances History
            • Enter Payroll History
            • Enter Asset Management History
          • Fields and Options
            • Project Labor and Expense History Form
              • Display the Project Labor and Expense History Form
              • Contents of the Project Labor and Expense History Form
            • Project Invoice and Receipt History Form
              • Display the Project Invoice and Receipt History Form
              • Contents of the Project Invoice and Receipt History Form
            • AP Voucher History Form
              • Display the AP Voucher History Form
              • Contents of the AP Voucher History Form
            • Employee Absence Accrual History Form
              • Display the Employee Absence Accrual History Form
              • Contents of the Employee Absence Accrual History Form
            • Account Balances History Form
              • Display the Account Balances History Form
              • Contents of the Account Balances History Form
            • Employee Payroll History Form
              • Display the Employee Payroll History Form
              • Contents of the Employee Payroll History Form
            • Asset History Loading Form
              • Display the Asset History Loading Form
              • Contents of the Asset History Loading Form
          • Learn More About...
            • Considerations for History Loading
            • Labor and Expense History Loading Utility
            • Invoice and Receipt History Loading Utility
            • Accounts Payable History Loading Utility
            • Absence Accrual History Loading Utility
            • Account Balances History Loading Utility
            • Payroll History Loading Utility
            • Asset Management History Loading Utility
        • Report Administration Utility
          • How to...
            • Download Custom Report
            • Synchronize Custom Reports from the Reports Server to the Database
            • Upload Custom Reports from the Deltek Application Server
            • Upload Custom Reports from a Workstation into Deltek
            • Display Available Printers
            • Display Current Reporting Activity
            • Display Log of Report Data
            • Clean Up Orphaned Report and Cached Invoice Template and Old Log Files
            • Delete Archived Reports
            • Delete a Cached Invoice Template File
            • Upgrade Custom Reports Saved on a Local Machine to the Latest RDL Schema
            • Upgrade Custom Reports Saved in Your DeltekDatabase to the Latest RDL Schema
          • Fields and Options
            • Report Administration Form
              • Display the Report Administration Form
              • Load Reports Tab of Report Administration
              • Report Printers Tab of Report Administration
              • Current Activity Tab of Report Administration
              • Report Logging Tab of Report Administration
              • Database Cleanup Tab of Report Administration
              • Custom Reports Tab of Report Administration
          • Learn More About...
            • Loading Custom Reports into Deltek
            • Deltek Application Server Location for Custom Reports
            • Custom Reports for User-Defined Hubs
    • Settings
      • General System Settings (Browser)
        • How to...
          • Establish Firm Hierarchy Levels
          • Disable Firm Hierarchy
          • Activate New Deltek Modules
        • Fields and Options
          • General System Settings Form
            • Display the General System Settings Form
            • Organization Tab of the General System Settings Form
            • Unit Tables Tab of the General System Settings Form
            • Communications Tab of the General System Settings Form
            • Firm Hierarchy Tab of the General System Settings Form
            • Modules Tab of the General System Settings Form
        • Learn More About...
          • Firm Hierarchy Overview
      • General Settings (Desktop)
        • General System Settings
          • How to...
            • Set Up Lookup Dashboard and Hub Grid Options
            • Set Up Email Preferences
            • Set Up Server Options
            • Set Up Field Labels
            • View Current Numbering Formats
            • Set Up Auto Numbering
            • Set Up the XE.Com Exchange Rates Service
            • Set Up Licensing Information for Currency Exchange Rate Service
            • Set Up Audit Trail Reporting
            • Set Up the Workflow Log
            • Set Up Authentication for Internet Access
            • Set Up Alert Polling Interval
            • Allow Calendar Sharing
            • Set Up Default Fonts for the Text Editor
            • Set Up Default Location for MODI Attachments
          • Fields and Options
            • General System Settings Form
              • Display the General System Settings Form
              • Lookups Tab of General System Settings Form
              • Email Tab of General System Settings Form
              • Servers Tab of General System Settings Form
              • Labels Tab of General System Settings Form
              • Numbering Tab of General System Settings Form
              • XE.Com Rates Tab of General System Settings Form
              • Audit Trail Tab of General System Settings Form
              • Azure Active Directory Tab of General System Settings Form
              • Miscellaneous Tab of General System Settings Form
            • Custom Method Configuration for Auto Numbering Dialog Box
              • Display the Custom Method Configuration for Auto Numbering Dialog Box
              • Contents of the Custom Method Configuration for Auto Numbering Dialog Box
            • Expression Configuration for Auto Numbering Dialog Box
              • Display the Expression Configuration for Auto Numbering Dialog Box
              • Contents of the Expression Configuration for Auto Numbering Dialog Box
            • Stored Procedure Configuration for Auto Numbering Dialog Box
              • Display the Stored Procedure Configuration for Auto Numbering Dialog Box
              • Contents of the Stored Procedure Configuration for Auto Numbering Dialog Box
            • Web Service Configuration for Auto Numbering Dialog Box
              • Display the Web Service Configuration for Auto Numbering Dialog Box
              • Contents of the Web Service Configuration for Auto Numbering Dialog Box
          • Learn More About...
            • Audit Trail Reporting
            • Process Server Options
            • Auto Numbering
            • Map Values Example for Expression Configuration
        • General Company Settings
          • How to...
            • Set Up General Company Settings
          • Fields and Options
            • General Company Settings Form
              • Display the General Company Settings Form
              • General Tab of General Company Settings Form
              • Formatting Tab of the General Company Settings Form
              • Currency Tab of General Company Settings Form
        • User-Defined Components
          • How to...
            • Add or Modify Tabs
            • Add or Modify Fields in Standard and User-Defined Components
            • Add or Modify Grids in Standard and User-Defined Components
            • Find a User Defined Field Label
            • Delete a User-Defined Tab
            • Delete a User-Defined Field
            • Delete a User-Defined Grid
          • Fields and Options
            • User-Defined Tabs Form
              • Display the User Defined Tabs Form
              • Toolbar of the User Defined Tabs Form
              • Tabs Tab of the User Defined Tabs Form
              • Custom Fields Tab of the User Defined Tabs Form
              • Custom Grids Tab of the User Defined Tabs Form
            • Find User Defined Field Label Dialog Box
              • Display the Find User Defined Field Label Dialog Box
              • Contents of the Find User Defined Field Label Dialog Box
            • Reorder User Defined Tab Fields Dialog Box
              • Display the Reorder User Defined Tab Fields Dialog Box
              • Contents of the Reorder User Defined Tab Fields Dialog Box
          • Learn More About...
            • User-Defined Components Tabs
            • User-Defined Components Fields
            • User-Defined Components Grids
        • Lookup and Report Labels
          • How to...
            • Create Custom Lookup and Report Labels
            • Fields and Options
              • Lookup Report Labels Form
                • Display the Lookup Report Labels Form
                • Contents of the Lookup Report Labels Form
        • Calculated Fields
          • How to...
            • Create System-Wide Calculated Fields
            • Create Local Calculated Fields
          • Fields and Options
            • Calculated Fields Form
              • Display the Calculated Fields Form
              • Contents of the Calculated Fields Form
          • Learn More About...
            • Calculated Field Scenarios
        • Custom Report Options
          • How to...
            • Add Options to a Custom Report
            • Modify the Order of Options
            • Specify Values for a Custom Lookup Option
          • Fields and Options
            • Custom Report Options Form
              • Display the Report Custom Options Form
              • Contents of the Report Custom Options Form
            • Lookup Lists Dialog Box
              • Display the Lookup Lists Dialog Box
              • Contents of the Lookup Lists Dialog Box
        • Project Templates Setup
          • How to...
            • Create a Project Template
            • Modify Project Templates
            • Delete Project Templates
        • Project Defaults
          • How to...
            • Create Project Defaults
        • Currency Configuration
          • How to...
            • Configure Currency
          • Fields and Options
            • Currency Configuration Form
              • Display the Currency Configuration Form
              • Contents of the Currency Configuration Form
        • Currency Configuration for Multiple Currencies
          • How to...
            • Enable Multicurrency
            • Configure Currency for Multicurrency
          • Fields and Options
            • Currency Configuration Form for Multicurrency
              • Display the Currency Configuration Form
              • Contents of the Currency Configuration Form for Multicurrency
            • Enable Multicurrency Dialog Box
              • Display the Enable Multicurrency Dialog Box
              • Contents of the Enable Multicurrency Dialog Box
        • Daily Exchange Rates
          • How to...
            • Configure Daily Exchange Rates
          • Fields and Options
            • Daily Exchange Rates Form
              • Display the Daily Exchange Rates Form
              • Contents of the Daily Exchange Rates Form
        • Period Exchange Rates
          • How to...
            • Configure Period Exchange Rates
          • Fields and Options
            • Period Exchange Rates Form
              • Display the Period Exchange Rates Form
              • Contents of the Period Exchange Rates Form
        • XE.com Currency Exchange Rate Service
          • How to...
            • Set Up Licensing Information for the XE.com Currency Exchange Rate Service
          • Learn More About...
            • After You Set Up the XE.com Currency Exchange Rate Service
        • Alerts Configuration
          • How to...
            • Set Up Alert Polling Interval
            • Set Up Alerts for AR Aging
            • Set Up Alerts for Baseline Change
            • Set Up Alerts for Budget Milestone
            • Set Up Alerts for Project Created from Plan
            • Set Up Alerts for EAC Exceeds Baseline
            • Set Up Alerts for Plan Creation Modification or Deletion
            • Set Up Alerts for Resource Assignment
            • Set Up Alerts for Resource Utilization
            • Set Up Alerts for WBS Level Added or Deleted from Plan
            • Set Up Alerts for Labor Billing Transfer Audit
            • Set Up Alerts for Timesheet Due
            • Set Up Alerts for New Credit Card Transactions Available
            • Set Up Alerts for Past Due Credit Card Transactions
            • Set Up Alerts for Final PO
            • Set Up Alerts for Receiving
            • Set Up Alerts for Transaction Entry File Approved
            • Set Up Alerts for Transaction Entry File Submitted
            • Set Up Alerts for Transaction Entry Form Rejected
          • Fields and Options
            • AR Aging Alert Configuration Dialog Box
              • Display the AR Aging Alert Configuration Dialog Box
              • Contents of the AR Aging Alert Configuration Dialog Box
            • Baseline Change Alert Configuration Dialog Box
              • Display the Baseline Change Alert Configuration Dialog Box
              • Contents of the Baseline Change Alert Configuration Box
            • Budget Milestone Alert Configuration Dialog Box
              • Display the Budget Milestone Alert Configuration Dialog Box
              • Contents of the Budget Milestone Alert Configuration Dialog Box
            • Project Created from Plan Alert Configuration Dialog Box
              • Display the Project Created from Plan Alert Configuration Dialog Box
              • Contents of the Project Created from Plan Alert Configuration Dialog Box
            • EAC Exceeds Baseline Alert Configuration Dialog Box
              • Display the EAC Exceeds Baseline Alert Configuration Dialog Box
              • Contents of the EAC Exceeds Baseline Alert Configuration Dialog Box
            • Plan Creation Modification or Deletion Alert Configuration Dialog Box
              • Display the Plan Creation Modification or Deletion Alert Configuration Dialog Box
              • Contents of the Plan Creation Modification or Deletion Alert Configuration Dialog Box
            • Resource Assignment Alert Configuration Form
              • Display the Resource Assignment Alert Configuration Dialog Box
              • Contents of the Resource Assignment Alert Configuration Form
            • Resource Utilization Alert Configuration Form
              • Display the Resource Utilization Alert Configuration Dialog Box
              • Contents of the Resource Utilization Alert Configuration Form
            • WBS Level Added or Deleted from Plan Alert Configuration Form
              • Display the WBS Level Added or Deleted from Plan Alert Configuration Dialog Box
              • Contents of the WBS Level Added or Deleted from Plan Alert Configuration Form
            • Labor Billing Transfer Alert Configuration Dialog Box
              • Display the Labor Billing Transfer Alert Configuration Dialog Box
              • Contents of the Labor Billing Transfer Alert Configuration Dialog Box
            • Timesheet Due Alert Configuration Form
              • Display the Timesheet Due Alert Configuration Dialog Box
              • Contents of the Timesheet Due Alert Configuration Form
            • Credit Card Charge Alert Dialog Box
              • Display the Credit Card Charge Alert Dialog Box
              • Contents of the Credit Card Charge Alert Dialog Box
            • Credit Card Past Due Alert Dialog Box
              • Display the Credit Card Past Due Alert Dialog Box
              • Contents of the Credit Card Past Due Alert Dialog Box
            • Final PO Alert Configuration Dialog Box
              • Display the Final PO Alert Configuration Dialog Box
              • Contents of the Final PO Alert Configuration Dialog Box
            • PO Receiving Alert Configuration Dialog Box
              • Display the PO Receiving Alert Configuration Dialog Box
              • Contents of the PO Receiving Alert Configuration Dialog Box
            • Transaction Entry File Approved Alert Configuration Form
              • Display the Transaction Entry File Approved Alert Configuration Dialog Box
              • Contents of the Transaction Entry File Approved Alert Configuration Form
            • Transaction Entry Form Rejected Alert Configuration Form
              • Display the Transaction Entry Form Rejected Alert Configuration Dialog Box
              • Contents of the Transaction Entry Form Rejected Alert Configuration Form
            • Transaction Entry File Submitted Alert Configuration Form
              • Display the Transaction Entry File Submitted Alert Configuration Dialog Box
              • Contents of the Transaction Entry File Submitted Alert Configuration Form
      • Labels & Lists Settings
        • How to...
          • Change System Labels
          • Add Values for Drop-Down Lists
        • Fields and Options
          • Labels & Lists Settings Form
            • Display the Labels & Lists Settings Form
            • Summary Tab of Labels & Lists Settings Form
            • Labels Tab of Labels & Lists Settings Form
            • Lists Tab of the Labels & Lists Settings Form
          • Settings Dialog Box for Lists
            • Display the Settings Dialog Box for Lists
            • Contents of the Settings Dialog Box for Lists
        • Learn More About...
          • System Labels and Custom Labels
          • Field Lists
      • Users Settings
        • How to...
          • Create a New User
          • Create New Users from Employee Records
          • Copy a User
          • Delete a User Record
          • Modify User Information
          • Print User Information
          • Use List View
          • Enable Users to Use Deltek
          • Enable All Users to Use <Deltek
          • Disable Users from Using Deltek
          • Disable All Users from Using Deltek
        • Fields and Options
          • Users Form
            • Display the Users Form
            • Contents of the Users Form
          • Generate Users Dialog Box
            • Display the Generate Users Dialog Box
            • Contents of the Generate Users Dialog Box
          • Employees Dialog Box
            • Display the Employees Dialog Box
            • Contents of the Employees Dialog Box
        • Reports
          • User Accounts Report
            • Display the User Accounts Report
            • User Accounts Report Columns
      • Password Policies
        • How to...
          • Set Up Multi-factor Authentication for User Login
        • Fields and Options
          • Password Policies Form
            • Display the Password Policies Form
            • Contents of the Password Policies Form
          • Set Up Multi-factor Authentication Dialog Box
            • Display the Set Up Multi-factor Authentication Dialog Box
            • Contents of the Set Up Multi-factor Authentication Dialog Box
        • Learn More About...
          • Using Multi-factor Authentication for User Login
      • Workflow Configuration
        • User Initiated Workflow
          • How to...
            • Create User Initiated Workflows
            • Print the Workflow Report
          • Fields and Options
            • User Initiated Workflow Form
              • Display the User Initiated Workflow Form
              • Contents of the User Initiated Workflow Form
            • Conditions Dialog Box (User Initiated Workflows)
              • Display the Conditions Dialog Box (User Initiated Workflows)
              • Contents of the Conditions Dialog Box (User Initiated Workflows)
            • Create Assignment Dialog Box
              • Display the Create Assignment Dialog Box
              • Contents of the Create Assignment Dialog Box
          • Learn More About...
            • User Initiated Workflow Examples
        • Scheduled Workflow
          • How to...
            • Create Scheduled Workflows
            • Print the Workflow Report
          • Fields and Options
            • Scheduled Workflow Form
              • Display the Scheduled Workflow Form
              • Contents of the Scheduled Workflow Form
            • Conditions Dialog Box (Scheduled Workflows)
              • Display the Conditions Dialog Box (Scheduled Workflows)
              • Contents of the Conditions Dialog Box (Scheduled Workflows)
            • Scheduled Workflow SQL Expression Builder Dialog Box
              • Display the Scheduled Workflow SQL Expression Builder Dialog Box
              • Contents of the Schedule Workflow SQL Expression Builder Dialog Box
          • Learn More About...
            • Scheduled Workflow Examples
        • Approval Workflow Settings
          • Basics
            • Checklist: Configure and Enable Approvals for Absence Requests
            • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
            • Checklist: Configure and Enable Approvals for Employee Expenses
            • Checklist: Configure and Enable Approvals for the General Ledger Budget Groups
            • Checklist: Configure and Enable Approvals for the General Ledger Budgets
            • Checklist: Configure and Enable Approvals for the Purchasing and Inventory Applications
          • How to...
            • Create an Approval Workflow for an Application
            • Copy an Existing Approval Workflow to Create a New One
            • Create a Backup Copy of an Approval Workflow
            • Edit an Approval Workflow
            • Edit an Approval Workflow that has Advanced Actions
            • Make an Approval Workflow Inactive
            • Delete an Approval Workflow
            • Assign Another Person to Perform Approvals in Your Absence
            • Set Up an AP Invoice Approval Workflow to Create AP Vouchers When AP Invoices Are Final Approved
          • Fields and Options
            • Approvals Configuration Form
              • Display the Approvals Configuration Form
              • Toolbar of the Approvals Configuration Form
              • General Tab of Approvals Configuration Form
              • Workflow Tab of Approvals Configuration Form
            • Assigned To Dialog Box
              • Display the Assigned To Dialog Box
              • Contents of the Assigned To Dialog Box
            • Add Notification Alert Dialog Box
              • Display the Add Notification Alert Dialog Box
              • Contents of the Add Notification Alert Dialog Box
            • Add Reminder Alert Dialog Box
              • Display the Add Reminder Alert Dialog Box
              • Contents of the Add Reminder Alert Dialog Box
            • Notify Assignee's Supervisor Dialog Box
              • Display the Notify Assignee's Supervisor Dialog Box
              • Contents of the Notify Assignee's Supervisor Dialog Box
            • Validate Error Conditions Dialog Box
              • Display the Validate Error Conditions Dialog Box
              • Contents of the Validate Error Conditions Dialog Box
            • Add Approved Alert Dialog Box
              • Display the Add Approved Alert Dialog Box
              • Contents of the Add Approved Alert Dialog Box
            • Add Review Alert Dialog Box
              • Display the Add Review Alert Dialog Box
              • Contents of the Add Review Alert Dialog Box
            • Add Rejected Alert Dialog Box
              • Display the Add Rejected Alert Dialog Box
              • Contents of the Add Rejected Alert Dialog Box
            • Add Past Due Alert Dialog Box
              • Display the Add Past Due Alert Dialog Box
              • Contents of the Add Past Due Alert Dialog Box
            • Add Requester Alert Dialog Box
              • Display the Add Requester Alert Dialog Box
              • Contents of the Add Requester Alert Dialog Box
            • Add Submitter Alert Dialog Box
              • Display the Add Submitter Alert Dialog Box
              • Contents of the Add Submitter Alert Dialog Box
            • Add Completion Alert Dialog Box
              • Display the Add Completion Alert Dialog Box
              • Contents of the Add Completion Alert Dialog Box
            • Add Create Voucher Action Dialog Box
              • Display the Add Create Voucher Action Dialog Box
              • Contents of the Add Create Voucher Action Dialog Box
            • Conditions Dialog Box (Approval Workflows)
              • Display the Conditions Dialog Box
              • Contents of the Conditions Dialog Box (Approval Workflows)
            • Field Selection Dialog Box
              • Display the Field Selection Dialog Box
              • Contents of the Field Selection Dialog Box
            • Email Configuration Dialog Box (Approval Workflows)
              • Display the Email Configuration Dialog Box
              • Contents of the Email Configuration Dialog Box
            • Notification Configuration Dialog Box (Approval Workflows)
              • Display the Notification Configuration Dialog Box (Approval Workflows)
              • Contents of the Notification Configuration Dialog Box (Approval Workflows)
            • Edit Workflow Dialog Box
              • Display the Edit Workflow Dialog Box
              • Contents of the Edit Workflow Dialog Box
            • Errors Encountered Dialog Box
              • Display the Errors Encountered Dialog Box
              • Contents of the Errors Encountered Dialog Box
            • GL Budget Group Notification Dialog Box
              • Display the GL Budget Group Notification Dialog Box
              • Contents of the GL Budget Group Notification Dialog Box
          • Learn More About...
            • Approval Workflows
            • Steps that Make Up Approval Workflows
            • Conditions for Approval Workflow Steps
            • Examples of Conditions for Approval Workflow Steps
            • Example of an Assignment Hierarchy for AP Invoice Approvers
            • Alerts for Approval Workflows
            • Editing Approval Workflows
            • Error Messages for Approval Workflows
            • Approval Workflow Failures
            • Expense Report Approvals and Workflows Added With Screen Designer
            • Generating AP Vouchers When AP Invoices are Final Approved
        • Web Services Workflow
          • How to...
            • Create Web Services Workflows
          • Fields and Options
            • Web Services Workflow Form
              • Display the Web Services Workflow Form
              • Contents of the Web Services Workflow Form
          • Learn More About...
            • Web Services Workflows and Auto Numbering
        • Workflow Actions
          • How to...
            • Create a Custom DLL
          • Fields and Options
            • Create Activities Dialog Box (Workflows)
              • Display the Create Activities Dialog Box (Workflows)
              • Detail Tab of the Create Activities Dialog Box (Workflows)
              • Attendees Tab of the Create Activities Dialog Box (Workflows)
              • Contacts Tab of the Create Activities Dialog Box (Workflows)
              • Campaign Leads Tab of the Create Activities Dialog Box (Workflows)
              • Recurrence Tab of the Create Activities Dialog Box (Workflows)
            • Email Configuration Dialog Box
              • Display the Email Configuration Dialog Box
              • Contents of the Email Configuration Dialog Box
            • Notification Configuration Dialog Box
              • Display the Notification Configuration Dialog Box
              • Contents of the Notification Configuration Dialog Box
            • Column (Field) Change Configuration Dialog Box
              • Display the Column (Field) Change Configuration Dialog Box
              • Contents of the Column (Field) Change Configuration Dialog Box
            • Stored Procedure Configuration Dialog Box
              • Display the Stored Procedure Configuration Dialog Box
              • Contents of the Stored Procedure Configuration Dialog Box
            • Function Configuration Dialog Box
              • Display the Function Configuration Dialog Box
              • Contents of the Function Configuration Dialog Box
            • Invoke Custom Method Configuration Dialog Box
              • Display the Invoke Custom Method Configuration Dialog Box
              • Contents of the Invoke Custom Method Configuration Dialog Box
            • Web Service Configuration Dialog Box
              • Display the Web Service Configuration Dialog Box
              • Contents of the Web Service Configuration Dialog Box
          • Learn More About...
            • Web Services Workflows and Auto Numbering
        • Learn More About...
          • Validate Error Action for Workflows
          • Validate Warning Action for Workflows
          • Email Alert Action for Workflows
          • Notification Alert Action for Workflows
          • Column (Field) Change Action for Workflows
          • Create Activity Action for Workflows
          • Stored Procedure Action for Workflows
          • Function Action for Workflows
          • Invoke Custom Method Action for Workflows
          • Invoke Web Service Action for Workflows
      • Security Configuration
        • Checklist: Setting Up Security
        • Logins and Passwords
          • How to...
            • Open Security and Log On to Deltek
            • Log In Using Windows Integrated Security
            • Change Your Password
          • Learn More About...
            • Automatically Disabled Logins
        • Roles
          • How to Assign Users to Roles
            • Create a New Role
            • Select an Existing Role
            • Copy a Role to Create a New Role
            • Modify a Role
            • Delete a Role
            • Assign Users to Roles
            • Assign Multiple Users to a Role
            • Remove a User from a Role
          • How to Set Up Access Rights
            • Set Up Access to Application Tabs
            • Set Up Access to Companies
            • Set Up Access to Effective Dates
            • Set Up Access to Favorite Reports
            • Set Up Access to Lookups
            • Set Up Access to Merge Templates
            • Set Up Access to Printers
            • Set Up Access to Reports
            • Set Up Access to Report Columns and Groups
            • Set Up Access to Saved Report Options
            • Set Up Access to Saved Searches
            • Set Up Access to System Dashparts
            • Set Up Access to Web Dashparts
          • Fields and Options
            • Roles Form
              • Display the Roles Form
              • Customize the Grid View for the Roles Form
              • Toolbar of Roles Form
              • General Tab of Roles
              • Accounting Tab of Roles
              • Record Access Tab of Roles
              • Planning Tab of Roles
              • Access Rights Tab of Roles
          • Learn More About...
            • Record Level Security
            • Examples of Security Roles
            • Example of How to Set Up Security
            • Performance Canvases and Role Security
            • Security Access to Transactions
            • Access to Screen Designer
            • Access to Dashboard Designer
            • Access to Dashboard
            • Users Form Views (List or Detailed)
          • Reports
            • Print the Role Summary Report
            • Role Summary Report
              • Display the Role Summary Report
              • Role Summary Report Options
          • How Security is Applied in the Browser
        • Windows Integrated Security
          • How to...
            • Configure Windows Integrated Security
      • Organization Setup
        • Checklist Deciding How to Set Up Organization Reporting
        • Multicompany Feature Setup
          • Enabling Multicompany
            • How to...
              • Enable the Multicompany Feature and Create the Initial Company
              • Grant Security Access to the Initial Company
              • Create Intercompany Accounts
            • Fields and Options
              • Organization General Setup Form
                • Display the Organization General Setup Form
                • Contents of the Organization General Setup Form
              • Enable Multicompany Dialog Box
                • Display the Enable Multicompany Dialog Box
                • Contents of the Enable Multicompany Dialog Box
              • Assign <Role Name> Dialog Box
                • Display the Assign <Role Name> Dialog Box
                • Contents of the Assign <Role Name> Dialog Box
          • Setting Up Organization Codes for New Companies
            • Checklist: Setting Up a Company
            • Checklist: Establishing Company-Specific Settings
            • How to...
              • Add a Company
              • Copy a Company Record
              • Grant Security Access to Companies
              • Restrict Access to Projects Based on Company
              • Grant Access to Accounts Based on Company
              • Grant Access to Intercompany Accounts Based on Company
              • Select the Default Company and Intercompany Accounts
              • Select an Organization for Intercompany Postings
              • Modify Organization Names
            • Fields and Options
              • Organization General Setup Form
                • Display the Organization General Setup Form
                • Contents of the Organization General Setup Form
              • Add Company Dialog Box
                • Display the Add Company Dialog Box
                • General Tab of Add Company Dialog Box
                • Formatting Tab of Add Company Dialog Box
                • Currency Tab of Add Company Dialog Box
              • Copy Company Dialog Box
                • Display the Copy Company Dialog Box
                • General Tab of Copy Company Dialog Box
                • Formatting Tab of Copy Company Dialog Box
                • Currency Tab of Copy Company Dialog Box
                • Copy Information Tab of Copy Company Dialog Box
              • Assign <Role Name> Dialog Box
                • Display the Assign <Role Name> Dialog Box
                • Contents of the Assign <Role Name> Dialog Box
        • Organization Subcodes
          • How to...
            • Add a New Subcode
            • Copy a Subcode
            • Delete a Subcode
            • Add a New Organization Code
            • Copy an Organization Code
            • Delete an Organization Code
          • Fields and Options
            • Organization Codes Form
              • Display the Organization Codes Form
              • Subcodes Tab of the Organization Codes Form
              • Organizations Tab of the Organization Codes Form
        • Individual Organization Setup
          • How to...
            • Add a New Individual Organization Record
            • Copy an Individual Organization Record
            • Delete an Individual Organization Record from the Database
            • Print Individual Organization Records
          • Fields and Options
            • Individual Organization Setup Form
              • Display the Individual Organization Setup Form
              • Toolbar of Individual Organization Setup
                • Gains and Losses Tab of Individual Organization Setup
              • General Tab of Individual Organization Setup
              • Units and Payroll Tab of Individual Organization Setup
              • Overhead Tab of Individual Organization Setup
              • Cross Charge Tab of Individual Organization Setup
              • Gains and Losses Tab of Individual Organization Setup
              • Intercompany Billing Tab of Individual Organization Setup
          • Learn More About...
            • Wildcards in the Overhead Distribution Target Field
        • Firm Setup - Proposals
          • How to...
            • Add a New Firm Setup - Proposal Record
            • Delete a Firm Setup - Proposal Record
            • Print Reports on Firm Setup - Proposal Records
          • Fields and Options
            • Firm Setup - Proposals Form
              • Display the Firm Setup - Proposals Form
              • Toolbar of Firm Setup - Proposals
              • General Tab of Firm Setup - Proposals
              • Additional Info Tab of the Firm Setup - Proposals Form
              • Associated Organizations Tab of the Firm Setup - Proposals Form
              • SF330 Tab of Firm Setup - Proposals
          • Learn More About...
            • Where Firm Setup - Proposal Information is Used in an SF330 Proposal
        • Consolidated Reporting Setup
          • How to...
            • Set Up a Consolidation Group
            • Copy a Consolidation Group
          • Fields and Options
            • Consolidated Reporting Setup Form
              • Display the Consolidated Reporting Setup Form
              • Toolbar of Consolidated Reporting Setup
              • General Tab of Consolidated Reporting Setup
              • Eliminations Tab of Consolidated Reporting Setup
              • Translations Tab of Consolidated Reporting Setup
          • Learn More About...
            • Elimination Accounts
      • Opportunities Settings
        • Fields and Options
          • Service Estimate Tab of Opportunity Settings Form
          • Estimated Revenue Tab of Opportunity Settings Form
          • Manage Allocation Templates Dialog Box
            • Display the Add Allocation Templates Dialog Box
            • Contents of the Add Allocation Templates Dialog Box
        • How to...
          • Set Up Service Estimates
          • Create Estimated Revenue Allocation Templates
      • CRM Plus Settings
        • How to...
          • Enable Lead Qualifications
        • Fields and Options
          • Options Tab of CRM Settings
      • Accounting Settings
        • Chart of Accounts Settings
          • How to...
            • Add a New Account Record
            • Add a New Cash-Basis Account Record
            • Copy an Account Record
          • Fields and Options
            • Accounts Form
              • Display the Accounts Form
              • Toolbar of the Accounts Form
              • General Tab of the Accounts Form
        • Accounting Company Settings
          • Checklist: Setting Up and Running the Labor Cross Charge Process
          • Checklist: Setting Up and Running the Adjust Salaried Job Cost Process
          • Revenue Generation Setup Checklist
          • How to...
            • Load Custom Checks on the Report Server
            • Display Custom Check Templates as Options in the Template Field
            • Set Up Employee Expense Payments
            • Enable Revenue Generation
            • Enable Tax Auditing and Enter Default Settings
            • Set Up Default Accounts
            • Set Up Posting Information
            • Set Up Organization Credits
            • Set Up Timesheet Information
            • Set Up Job Costing Information
            • Set Up Accounting Company Gains and Losses
            • Set Up the Transaction Center Approval Feature
          • Fields and Options
            • Accounting Company Settings Form
              • Display the Accounting Company Settings Form
              • General Tab of Accounting Company Settings
              • Revenue Tab of Accounting Company Settings
              • Accounts Tab of Accounting Company Settings
              • Posting Tab of Accounting Company Settings
              • Organization Tab of Accounting Company Settings
              • Timesheets Tab of Accounting Company Settings
              • Cross Charge Tab of Accounting Company Settings
              • Tax Auditing Tab of Accounting Company Settings
              • Gains and Losses Tab of Accounting Company Settings
              • Transaction Center Approvals Tab of Accounting Company Settings
            • Employees To Approve For Dialog Box
              • Display the Employees To Approve For Dialog Box
              • Contents of the Employees To Approve For Dialog Box
          • Learn More About...
            • Transaction Center Approvals
            • Transaction Date Validation
            • Special Projects for Labor Cross Charge
            • Billing Terms and Labor Cross Charge
            • General Ledger Accounts for Journal Entries
            • Originating Vendors
            • Tax Regions
            • Tax Auditing
        • Tax Code Settings
          • How to...
            • Set Up Tax Codes
            • Modify Tax Codes
            • Delete Tax Codes
          • Fields and Options
            • Tax Codes Settings Form
              • Display the Tax Codes Configuration Form
              • Tax Codes Tab of Tax Codes Configuration
              • Intercompany Billing Tab of Tax Codes Configuration
              • Tax Reporting Tab of Tax Codes Configuration
          • Learn More About...
            • Tax Regions
            • Compound Tax Examples
            • Non-Recoverable Tax Examples
        • Bank Codes Setup
          • How to...
            • Set Up Bank Codes
            • Set Up Bank Entries
            • Set Up Direct Deposit and NACHA Electronic Funds Transfer Information
            • Set Up Export to Text Formats
            • Modify Bank Codes
            • Delete Bank Codes
          • Fields and Options
            • Bank Codes Form
              • Display the Bank Codes Form
              • Bank Codes Tab of Bank Codes
                • Export to Text Check Option
              • Bank Reconciliation Tab of Bank Codes
              • Import Tab of Bank Codes
              • NACHA File Format Tab of Bank Codes
              • User Defined File Format Tab of Bank Codes
              • SEPA File Format Tab of Bank Codes
            • Format Date and Time Dialog Box for Bank Codes
              • Display the Format Date and Time Dialog Box for Bank Codes
              • Contents of the Format Date and Time Dialog Box for Bank Codes
            • Calculation Details Dialog Box
              • Display the Calculation Details Dialog Box
              • Contents of the Calculation Details Dialog Box
            • Advanced Matching Rules Dialog Box
              • Display the Advanced Matching Rules Dialog Box
              • Contents of the Advanced Matching Rules Dialog Box
            • Bank Transaction Type Mapping Dialog Box
              • Display the Bank Transaction Type Mapping Dialog Box
              • Contents of the Bank Transaction Type Mapping Dialog Box
            • Matching Suggestions Dialog Box
              • Display the Matching Suggestions Dialog Box
              • Contents of the Matching Suggestions Dialog Box
          • Learn More About...
            • Direct Deposit and NACHA Electronic Funds Transfer
            • Export to Text Feature for Bank Codes
        • Company Accounts Payable Settings
          • How to...
            • Display Custom Check Templates as Options in the Template Field
            • Load Custom Checks on the Report Server
            • Set Up Company Accounts Payable
            • Set Up Company AP Liability Codes
            • Set Up Company AP Vendor Types
            • Set Up Company AP Discount Codes
          • Fields and Options
            • Company AP Settings Form
              • Display the Company AP Settings Form
              • Accounts Payable Tab of Company AP Settings
              • Liability Codes Tab of Company AP Settings
              • Vendor Types Tab of Company AP Settings
              • Discount Codes Tab of Company Accounts Payable Settings
          • Learn More About...
            • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
        • Accounts Receivable Settings
          • Checklist: Setting Up Retainage
          • How to...
            • Set Up Ledger Headings
            • Set Up Invoice Mapping Accounts
            • Set Up Accounts Receivable Mapping Accounts
          • Fields and Options
            • Accounts Receivable Settings Form
              • Display the Accounts Receivable Settings Form
              • Ledger Headings Tab of Accounts Receivable Settings
              • Invoice Mapping Accounts Tab of Accounts Receivable Settings
              • AR Mapping Accounts Tab of Accounts Receivable Settings
          • Learn More About...
            • Invoice Mapping Accounts Setup
            • Accounts Receivable Mapping Accounts Setup
      • Advanced Accounting Settings
        • Accounting System Settings
          • How to...
            • Set Up General Accounting System Settings
            • Set Up Rate Tables and Specify Effective Dates
            • Set Up Labor Categories
            • Set Up Project Budgeting
            • Set Up Accounting System Reporting Settings
            • Enable and Configure Employee Realization Reporting
            • Exclude Unit Revenue from Employee Realization Reporting
          • Fields and Options
            • Accounting System Settings Form
              • Display the Accounting System Settings Form
              • General Tab of Accounting System Settings
              • Diary Auto Numbering Tab of Accounting System Settings
              • Reporting Tab of Advanced Accounting System Settings
              • Labor Categories Tab of Accounting System Settings
              • Project Budgeting Tab of Accounting System Settings
              • Transaction Auto Numbering Tab of Advanced Accounting System Settings
          • Learn More About...
            • Automatic Numbering for Transactions
            • Diaries
            • Employee Realization Reporting
            • Frequency Examples for Employee Realization Reporting
            • Calculation Method Examples for Employee Realization Reporting
        • System Accounts Payable Settings
          • How to...
            • Set Up System Accounts Payable
            • Set Up System AP Vendor Types
            • Set Up AP System Expense Codes
            • Delete System AP Expense Codes
          • Fields and Options
            • System AP Configuration Form
              • Display the System AP Configuration Form
              • Accounts Payable Tab of System AP Configuration
              • Vendor Types Tab of System AP Configuration
              • Expense Codes Tab of System AP Configuration
              • Expense Codes Accounting Tab of System AP Configuration
          • Learn More About...
            • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
            • Accounts Payable Expense Codes
        • Accrual Schedule Setup
          • How to...
            • Set Up Accrual Schedules
            • Modify Accrual Schedules
          • Fields and Options
            • Accrual Schedule Setup Form
              • Display the Accrual Schedule Setup Form
              • Contents of the Accrual Schedule Setup Form
          • Learn More About...
            • Checklist: Configure and Enable Approvals for Absence Requests
            • Accrual Schedule Example
        • Account Group Names Settings
          • How to...
            • Add a New Detail Account Group Name Record
            • Add a New Summary Account Group Name Record
          • Fields and Options
            • Account Group Names Form
              • Display the Account Group Name Form
              • Toolbar of the Account Group Name Form
              • Detail Account Group Tab of the Account Group Names Form
              • Summary Account Group Tab of the Account Group Names Form
          • Learn More About...
            • Account Groups
            • Two Levels of Account Groups for General Ledger Reports
        • Account Group Tables Settings
          • How to...
            • Add a New Summary Account Group Table Record
            • Add a New Detail Account Group Table and Insert Accounts
            • Copy an Account Group Table Record
            • Delete an Account from a Detail Account Group Table
            • Insert Accounts into an Existing Detail Account Group Table
          • Fields and Options
            • Account Group Tables Form
              • Display the Account Group Tables Dialog Box
              • Toolbar of the Account Group Tables Form
              • Detail Account Group Tab of the Account Group Tables Form
              • Summary Account Group Tab of the Account Group Tables Form
          • Learn More About...
            • Rules for Mapping Account Groups to Account Group Tables
            • Account Group Tables and Security Access
        • Cash Flow Statement Setup
          • Fields and Options
            • Cash Flow Statement Setup Form
              • Display the Cash Flow Statement Setup Form
              • Cash Flow Statement Headings Tab of Cash Flow Statement Setup
              • Cash Flow Statement Setup Tab of Cash Flow Statement Setup
        • Credit Card Settings
          • How to...
            • Set Up the Credit Card Feature
          • Fields and Options
            • Credit Cards Form
              • Display the Credit Cards Form
              • Toolbar of the Credit Cards Form
              • General Tab of the Credit Cards Form
              • Import Tab of the Credit Cards Form
            • Employees Assigned to Credit Card Dialog Box
              • Display the Employees Assigned to Credit Card Dialog Box
              • Contents of the Employees Assigned to Credit Card Dialog Box
          • Learn More About...
            • Credit Card Feature
            • Import Credit Card Charges Process
            • Primary and Secondary Credit Cards
            • Credit Card Feature and Multicurrency
            • Example of a Text File for Importing Credit Card Charges
        • Employee Types Setup
          • How to...
            • Set Up Employee Types
            • Set Up Employee Type Accounts for Multicompany
            • Delete Employee Types
          • Fields and Options
            • Employee Types Form
              • Display the Employee Types Form
              • General Tab of Employee Types
              • Accounting Tab of Employee Types
        • Expense Code Override Table
          • How to...
            • Set Up Expense Code Override Tables
            • Copy an Expense Code Override Table
            • Delete an Expense Code Override Table
          • Fields and Options
            • Expense Code Override Tables Form
              • Display the Expense Code Override Tables Form
              • Toolbar of the Expense Code Override Tables Form
              • Contents of the Expense Code Override Tables Form
          • Learn More About...
            • Bill by Default Hierarchy for AP Expense Codes
        • Intercompany Billing Setup Overview
          • Checklist: Setting Up Intercompany Billing
          • Checklist: Setting Up Detailed Subledgers
          • Fields and Options
            • Intercompany Billing Setup Form
              • Display the Intercompany Billing Setup Form
              • Regular Labor Tab of Intercompany Billing Setup
              • Overhead Labor Tab of Intercompany Billing Setup
              • Promotional Labor Tab of Intercompany Billing Setup
              • Regular Expense Tab of Intercompany Billing Setup
              • Overhead Expense Tab of Intercompany Billing Setup
              • Promotional Expense Tab of Intercompany Billing Setup
              • Balance Sheet Other Tab of Intercompany Billing Setup
              • Subledger Vendors Tab of Intercompany Billing Setup
              • Subledger Terms Tab of Intercompany Billing Setup
              • Reclass Projects Tab of Intercompany Billing Setup
          • Learn More About
            • Intercompany Billing Special Projects
            • Intercompany Invoice and Voucher Projects
            • Intercompany Billing Vendors
            • Intercompany Billing Rate Settings for Journal Entries
        • Labor Code Setup
          • How to...
            • Set Up Labor Codes
          • Fields and Options
            • Labor Codes Form
              • Display the Labor Codes Form
              • Toolbar of the Labor Codes Form
              • Contents of the Labor Codes Form
        • Overhead Allocation Configuration
          • Checklist: Setting Up Overhead Allocation
          • How to...
            • Set Up System Overhead Structure
            • Set Up Overhead Allocation Accounts
          • Fields and Options
            • Overhead Allocation Configuration Form
              • Display the Overhead Allocation Configuration Form
              • General Tab of Overhead Allocation Configuration
              • Accounts Tab of Overhead Allocation Configuration
          • Learn More About...
            • Overhead Projects
            • Promotional Projects
        • Time Analysis and Absence Accrual Setup
          • How to...
            • Set Up Time Analysis Headings
            • Set Up Time Analysis Projects
            • Set Up Absence Accrual Codes
            • Delete Absence Accrual Codes
          • Fields and Options
            • Time Analysis and Absence Accrual Form
              • Display the Time Analysis and Absence Accrual Form
              • Time Analysis Headings Tab of Time Analysis and Absence Accrual Setup
              • Time Analysis Setup Tab of Time Analysis and Absence Accrual Setup
              • Absence Accrual Setup Tab of Time Analysis and Absence Accrual Setup
          • Learn More About
        • User-Defined Revenue Setup
          • How to...
            • Enable Revenue Generation
            • Create a User-Defined Revenue Method
            • Modify a User-Defined Revenue Method
            • Specify a Project's Revenue Method
            • Delete a User-Defined Revenue Method
            • Print the Revenue Method List
          • Fields and Options
            • User Defined Revenue Form
              • Display the User Defined Revenue Form
              • Toolbar of the User Defined Revenue Form
              • Contents of the User Defined Revenue Form
            • Revenue Methods Dialog Box
              • Display the Revenue Methods Dialog Box
              • Contents of the Revenue Methods Dialog Box
          • Learn More About...
            • Examples of User-Defined Revenue Methods When You Use Revenue Categories
            • Revenue Methods
            • Standard Revenue Methods
              • Revenue Method B
              • Revenue Method M
              • Revenue Method N
              • Revenue Method P
              • Revenue Method R
              • Revenue Method W
            • Fields and Operators Used in Revenue Method Definitions
      • Asset Management Settings
        • Asset Management Setup Checklist
        • How to...
          • Enable Deltek to Automatically Generate Equipment Items
          • How to Set Up Additional Books
            • Add Additional Books
            • Delete Additional Books
          • How to Set Up Depreciation Methods
            • Add a Depreciation Method
            • Delete a Depreciation Method
            • Disable a Depreciation Method
          • How to Set Up Section 179 Deductions
            • Add a Section 179 Deduction Limit
            • Delete a Section 179 Deduction Limit
            • Disable Section 179 Limits for an Additional Book
          • How to Set Up Asset Types
            • Add a New Asset Type
            • Delete an Asset Type
          • How to Set Up Improvement Types
            • Add an Improvement Type
            • Delete an Improvement Type
            • Disable an Improvement Type
          • How to Set Up Property Types
            • Add a Property Type
            • Delete a Property Type
            • Disable a Property Type
        • Fields and Options
          • Asset Management Settings Form
            • Display the Asset Management Settings Form
            • Toolbar of the Asset Management Settings Form
            • General Tab of the Asset Management Settings Form
            • Additional Books Tab of the Asset Management Settings Form
            • Asset Type Tab of the Asset Management Settings Form
            • Methods Tab of the Asset Management Settings Form
            • Property Type Tab of the Asset Management Settings Form
            • Improvements Tab of the Asset Management Settings Form
            • Section 179 Tab of the Asset Management Settings Form
        • Learn More About...
          • Asset Management Terminology
          • Asset Management and Multiple Currencies
          • Setting Up Depreciation
          • Depreciation Methods Examples
            • Straight-line Method Example
            • Modified Accelerated Cost Recovery System (MACRS) Example
            • Sum of Years Digit Example
      • Time Settings
        • Checklist: Setting Up the Timesheet Application
        • How to...
          • Add a Timesheet Period
          • Change the Status of a Timesheet Period
          • Delete a Timesheet Period
          • Specify Non-Work Days
          • Add a Time Group and Assign Employees to It
          • Assign Time Categories to a Time Group
          • Remove an Employee from a Time Group
          • Set Up Timesheet Ratios to Display in Timesheets
          • Require Comments for Hours Entered on Timesheets
          • Require Revision Explanations for Timesheets
          • Turn on Auditing for Timesheet Revisions
          • Turn on Auditing for Billing Labor Transfers
          • Add Global Comments for Timesheets
          • Require Timesheets to Be Approved
        • Fields and Options
          • Time Settings Form
            • Display the Time Settings Form
            • Summary Tab of the Time Settings Form
            • Options Tab of the Time Settings Form
            • Time Periods Tab of the Time Settings Form
            • Non-Work Days Tab of Resource Planning Settings Form and Time Settings Form
            • Time Groups Tab of the Time Settings Form
            • Ratios Tab of the Time Settings Form
            • Timesheet Audit Tab of the Time Settings Form
            • Time Approvals Tab of the Time Settings Form
            • Time Categories Tab of the Time Settings Form
            • Global Comments Tab of the Time Settings Form
          • Add Multiple Time Periods Dialog Box
            • Display the Add Multiple Time Periods Dialog Box
            • Contents of the Add Multiple Time Periods Dialog Box
          • Assign Employees to Group Dialog Box
            • Display the Assign Employees to Group Dialog Box
            • Contents of the Assign Employees to Group Dialog Box
        • Learn More About...
          • Time Groups for Timesheets
          • Employee Groups Example for Timesheets
          • Time Categories for Timesheets
          • SQL Queries Used When Setting Up Time Categories
          • Checking Timesheet Hours Against Expected Hours
          • Timesheet Ratios
          • Automatically Populating Timesheets with Resource Planning Data
      • Expense Settings
        • Checklist: Setting Up the Expense Report Application
        • How to...
          • Specify General Settings that Affect the Entries that Employees Make in Expense Reports
          • Add an Expense Group and Assign Employees to It
          • Remove an Employee from an Expense Group
          • Add Expense Categories to All Expense Groups or Individual Expense Groups
          • Require Expense Reports to Be Approved
          • Enter Settings for Processing Expense Report Payments
        • Fields and Options
          • Expense Settings Form
            • Summary Tab of the Expense Settings Form
            • Options Tab of the Expense Settings Form
            • Expense Groups Tab of the Expense Settings Form
            • Expense Categories Tab of the Expense Settings Form
            • Expense Approvals Tab of the Expense Settings Form
            • Payments Tab of the Expense Settings Form
          • Assign Employees to Group Dialog Box
            • Display the Assign Employees to Group Dialog Box
            • Contents of the Assign Employees to Group Dialog Box
          • Expense Categories Dialog Box
            • Display the Expense Categories Dialog Box
            • Contents of the Expense Categories Dialog Box
        • Learn More About...
          • Expense Group Example for Expense Reports
      • Billing Setup
        • Checklist: Setting Up Billing
        • Company-wide Billing Settings
        • General Billing Setup
          • Fields and Options
            • Billing Setup Form
              • Display the Billing Setup Form
              • Toolbar of the Billing Setup Form
              • General Tab of Billing Setup Form
              • Accounts Tab of Billing Setup Form
              • Fees Tab of Billing Setup Form
              • Miscellaneous Tab of Billing Setup Form
          • Learn More About...
            • Fee Billed Revenue Posting Options
            • Allocating Fee Revenue Based on Transaction Detail
            • Setting Up Allocation of Fee Revenue Based on Transaction Detail
            • Allocating Fee Revenue by Billing Category
            • Setting Up Allocation of Fee Revenue by Billing Category
            • Pre-Invoices
        • Default Billing Terms Setup
          • How to...
            • Set Up Default Billing Terms
          • Fields and Options
            • Default Billing Terms Form
              • Display the Default Billing Terms Form
              • Toolbar of the Default Billing Terms Form
              • General Tab of Default Billing Terms
              • Labor Tab of Default Billing Terms
              • Expenses/Units Tab of Default Billing Terms
              • Misc Tab of Default Billing Terms
              • AR & BTD Tab of Default Billing Terms
              • Billing Backup Tab of Default Billing Terms
              • Pre-Invoices Tab of Default Billing Terms
          • Learn More About...
            • How Deltek Uses Default Billing Terms
            • Where Default Billing Terms are Used
        • Reporting Default Billing Terms Setup
          • How to...
            • Define Reporting Default Billing Terms for Regular Projects
            • Define Reporting Default Billing Terms for Overhead Projects
        • Invoice Approvals
          • How to...
            • Enable the Invoice Approval Feature
            • Set Up Invoice Approval Processes
            • Assign Another Person to Perform Approvals in Your Absence
          • Fields and Options
            • Invoice Approval Process Form
              • Display the Invoice Approval Process Form
              • Toolbar of Invoice Approval Process Form
              • Contents of the Invoice Approval Process Form
            • Alert Type Lookup Dialog Box
              • Display the Alert Type Lookup Dialog Box
              • Contents of the Alert Type Lookup Dialog Box
            • Email Configuration Dialog Box (Billing Configuration)
              • Display the Email Configuration Dialog Box (Billing Configuration)
              • Contents of the Email Configuration Dialog Box (Billing Configuration)
            • Notification Configuration Dialog Box
              • Display the Notification Configuration Dialog Box
              • Contents of the Notification Configuration Dialog Box
            • Notification and Email Configuration Dialog Box
              • Display the Notification and Email Configuration Dialog Box
              • Contents of the Notification Center and Email Configuration Dialog Box
            • Column Selection Dialog Box
              • Display the Column Selection Dialog Box
              • Contents of the Column Selection Dialog Box
          • Learn More About...
            • Invoice Approval Processes
            • DEFAULT Code for Invoice Approvals
            • Alerts and the Invoice Approval Process
      • Resource Planning (Browser)
        • How to...
          • Add a Generic Resource (Browser)
          • Enable Planning for Expenses and Consultants
          • Specify Default Plan Settings for New Projects and Opportunities
          • Set Up Default Cost and Billing Rates for Plans
          • Specify Scheduled Thresholds
          • Specify Utilization Thresholds
          • Turn On Soft and Hard Booking
          • Select the Available Columns for the Project Planning Grids
          • Specify Non-Work Days
        • Fields and Options
          • Resource Planning Form
            • Display the Resource Planning Settings Form
            • Summary Tab of Resource Planning Settings Form
            • Plan Settings Tab of Resource Planning Settings Form
            • Resource Settings Tab of Resource Planning Settings Form
            • Rates Tab of Resource Planning Settings Form
            • Grids Tab of Resource Planning Settings Form
            • Non-Work Days Tab of Resource Planning Settings Form and Time Settings Form
            • Generic Resources Form of Resource Planning Settings
              • Display the Generic Resources Form of Resource Planning Settings
        • Learn More About...
          • Soft and Hard Booking
      • Resource Planning (Desktop)
        • How to...
          • Add a Generic Resource
          • Copy and Modify an Existing Generic Resource
          • Print a Generic Resource Record
          • Delete a Generic Resource
        • Fields and Options
          • Display the Generic Resources Form
          • Toolbar of the Generic Resources Form
          • Contents of the Generic Resources Form
      • Payroll Setup
        • Checklist: Setting Up Payroll
        • General Payroll Setup
          • How to...
            • Activate the Payroll Application
            • Specify Security Rights for a Payroll Administrator
            • Set Up General Company-wide Payroll Settings
            • Set Up Custom Templates
          • Fields and Options
            • Payroll Setup Form
              • Display the Payroll Setup Form
              • Toolbar of Payroll Setup Form
              • General Tab of Payroll Setup Form
              • Checks Tab of Payroll Setup Form
              • FICA Tab of Payroll Setup Form
              • Other Pay Setup Tab of Payroll Setup Form
            • Format Date and Time Dialog Box
              • Display the Format Date and Time Dialog Box
              • Contents of the Format Date and Time Dialog Box
            • Format Currency Dialog Box
              • Display the Format Currency Dialog Box
              • Contents of the Format Currency Dialog Box
          • Learn More About...
            • All Transactions or Only Those in a Date Range
            • Three Ways to Post Payroll
        • Payroll Withholding Setup
          • How to...
            • Add a Withholding Code
            • Copy a Withholding Code
            • Create User Defined Rules for Calculating Wages by Withholding
            • Delete a Withholding Code
          • Fields and Options
            • Payroll Withholding Setup Form
              • Display the Payroll Withholding Setup Form
              • Toolbar of the Payroll Withholding Setup Form
              • Contents of the Payroll Withholding Setup Form
            • Payroll Withholding Setup Dialog Box
              • Display the Payroll Withholding Setup Dialog Box
              • Contents of the Payroll Withholding Setup Dialog Box
          • Learn More About...
            • Withholding Types
            • How the Additional Deductions from Wages Grid Works
        • User-Defined Tax Locale Setup
          • How to...
            • Establish User-Defined Tax Locales
          • Fields and Options
            • User Defined Tax Locales Form
              • Display the User Defined Tax Locales Form
              • Toolbar of the User Defined Tax Locales Form
              • Contents of the User Defined Tax Locales Form
        • Payroll Contribution Setup
          • How to...
            • Add a Contribution Code
            • Copy a Contribution Code
            • Delete a Contribution Code
          • Fields and Options
            • Payroll Contribution Setup Form
              • Display the Payroll Contribution Setup Form
              • Toolbar of the Payroll Contribution Setup Form
              • Contents of the Payroll Contribution Setup Form
            • Payroll Contribution Setup Dialog Box
              • Display the Payroll Contribution Setup Dialog Box
              • How the Additional Deductions from Wages Grid Works
              • Contents of the Payroll Contribution Setup Dialog Box
        • Employer Contribution Rate Table
          • How to...
            • Add a Contribution Rate Table
          • Fields and Options
            • Contribution Rate Table Form
              • Display the Contribution Rate Table Form
              • Toolbar of the Contribution Rate Table Form
              • Contents of the Contribution Rate Table Form
        • Organization Setup and Payroll
          • How to...
            • Configure Deltek to Post Payroll by Individual Organization
            • Configure Deltek to Post Payroll to an Organization-specific Bank Code
            • Configure Deltek to Post Contribution Expenses and Liabilities to an Employee's Organization
          • Learn More About...
            • Configuring Deltek to Post Contribution Expenses and Liabilities to the Project Set Up in Payroll Contribution Setup
      • Purchasing and Inventory Configuration
        • Checklist: Setting Up Inventory
        • Fields and Options
          • Purchasing and Inventory System Settings Form
            • Display the Purchasing and Inventory System Settings Form
            • Toolbar of Purchasing and Inventory System Settings Form
            • Item Categories Tab of Purchasing and Inventory System Settings Form
            • U/M Tab of Purchasing and Inventory System Settings Form
            • Reason or Quality Tab of Purchasing and Inventory System Settings Form
            • Inventory Tab of Purchasing and Inventory System Settings Form
          • Purchasing and Inventory Company Settings Form
            • Display the Purchasing and Inventory Company Settings Form
            • Toolbar of Purchasing and Inventory Company Settings Form
            • General Tab of Purchasing and Inventory Company Settings Form
            • Accounts Tab of Purchasing and Inventory Company Settings Form
            • Item Categories Tab of Purchasing and Inventory Company Settings Form
            • Ship Tab of Purchasing and Inventory Company Settings Form
            • Bill Tab of Purchasing and Inventory Company Settings Form
            • Clauses Tab of Purchasing and Inventory Company Settings Form
            • Buyer Tab of Purchasing & Inventory Company Settings
            • Vendor Response Tab of Purchasing and Inventory Company Settings
            • Inventory Tab of Purchasing and Inventory Company Settings Form
          • Items Master Form
            • Display the Items Master Form
            • Toolbar of the Items Master Form or Dialog Box
            • General Tab of the Items Master Form or Dialog Box
            • Vendors Tab of the Items Master Form or Dialog Box
            • Inventory Tab of the Items Master Form
        • Learn More About...
          • Approval Workflows
          • Entering Purchasing Items on the Fly in the Equipment Hub
      • Billing Rate Tables
        • How to...
          • Add a New Billing Table
          • Copy an Existing Billing Table
          • Delete a Billing Table
        • Learn More About...
          • Effective Dates for Billing Rate Tables
        • Labor Billing Tables
          • Labor Rate Tables
            • How to...
              • Add a Labor Rate Table
              • Copy an Existing Labor Rate Table
              • Modify a Labor Rate Table
              • Add an Employee to a Labor Rate Table
              • Copy an Employee's Information in a Labor Rate Table
              • Delete an Employee from a Labor Rate Table
              • Delete a Labor Rate Table
            • Fields and Options
              • Billing Labor Rates Form
                • Display the Billing Labor Rates Form
                • Contents of the Billing Labor Rates Form
          • Labor Category Tables
            • How to...
              • General Steps to Use Labor Categories for Billing
              • Add a Labor Category Table
              • Copy an Existing Labor Category Table
              • Modify a Labor Category Table
              • Add a Labor Category to a Labor Category Table
              • Copy a Labor Category in a Labor Category Table
              • Override Employee Info Center Labor Categories
              • Delete a Labor Category Table
            • Fields and Options
              • Billing Labor Category Tables Form
                • Display the Billing Labor Categories Form
                • Contents of the Billing Labor Category Tables Form
          • Labor Code Tables
            • How to...
              • Add a Labor Code Table
              • Copy an Existing Labor Code Table
              • Modify a Labor Code Table
              • Add a Labor Code to a Labor Code Table
              • Copy a Labor Code in a Labor Code Table
              • Delete a Labor Code Table
            • Fields and Options
              • Billing Labor Code Form
                • Display the Billing Labor Code Form
                • Contents of the Billing Labor Code Form
          • Labor Override Tables
            • How to...
              • Add a Labor Override Table
              • Copy an Existing Labor Override Table
              • Modify a Labor Override Table
              • Add an Employee to a Labor Override Table
              • Copy an Employees Information in a Labor Override Table
              • Delete an Employee from a Labor Override Table
              • Add a Category to the Max Cost By Category Tab
              • Copy a Category's Information on the Max Cost By Category Tab
              • Delete a Category from the Max Cost by Category Tab
              • Override Employee Info Center Labor Categories
              • Delete a Labor Override Table
            • Fields and Options
              • Billing Labor Override Tables Form
                • Display the Billing Labor Override Tables Form
                • Contents of the Billing Labor Overrides Form
          • Learn More About...
            • Labor Billing Table Types
            • How Deltek Determines Labor Billing Rates
            • How Deltek Determines Override Rates
            • Labor Multipliers
            • Standardizing Labor Category Tables
            • How Deltek Determines Which Category Table to Use for Billing
            • Wildcards and Labor Codes
        • Expense Billing Tables
          • Expense Billing Table Types
          • How Deltek Determines Expense Billing Rates
          • Expense Account Tables
            • How to...
              • Set Up the Global Table of Accounts
              • Add an Expense Account Table
              • Copy an Existing Expense Account Table
              • Modify an Expense Account Table
              • Delete an Expense Account Table
              • Add an Account to an Expense Account Table
              • Delete an Account from an Expense Account Table
            • Fields and Options
              • Expense Account Tables Form
                • Display the Expense Account Tables Form
                • Contents of the Expense Account Tables Form
          • Expense Category Tables
            • How to...
              • Add an Expense Category Table
              • Copy an Existing Expense Category Table
              • Modify an Expense Category Table
              • Delete an Expense Category Table
            • Fields and Options
              • Expense Category Tables Form
                • Display the Expense Category Tables Form
                • Contents of the Expense Category Tables Form
          • Expense by Vendor Tables
            • How to...
              • Add an Expense by Vendor Table
              • Copy an Existing Expense by Vendor Table
              • Modify an Expense by Vendor Table
              • Delete an Expense by Vendor Table
            • Fields and Options
              • Expenses by Vendor Table Form
                • Display the Expenses by Vendor Tables Form
                • Contents of the Expense by Vendor Tables Form
      • Screen Designer
        • Screen Designer in the Browser Application
          • How to ...
            • Add a Tab to a Hub
            • Change the Order of Tabs in a Hub
              • Remove a User-Defined Tab from a Hub
            • Customize Fields
              • Add a Field to a Hub
              • Remove a User-Defined Field from a Hub
              • Change the Name of a Field in a Hub
              • Change the Properties for a Field in a Hub
            • Customize Grids
              • Add a Grid to a Hub
              • Remove a User-Defined Grid from a Hub
              • Change the Name of a Grid in a Hub
              • Change the Hidden or Locked Properties for a Grid in a Hub
              • Add or Remove a Column from a User-Defined Grid in a Hub
              • Change the Name of a Column in a Grid in a Hub
              • Change the Properties for a Column in a Grid in a Hub
              • Change the Order of Columns in a User-Defined Grid in a Hub
              • Change How Rows Are Sorted in a User-Defined Grid in a Hub
            • Add a Workflow Button to a Hub
            • Remove a User-Defined Workflow Button from a Hub
            • Add a Divider Line to a Tab in a Hub
            • Remove a User-Defined Divider Line or Label from a Hub
            • Add a Label to a Tab in a Hub
            • Add a Tooltip in a Hub
            • Manage Touch CRM Sections for User-Defined Fields
              • Add a New Section to a Tab in the Touch CRM App
              • Delete a Section on a Tab in the Touch CRM App
            • Add a New Hub
            • Delete a User-Defined Hub
            • Remove Standard Tabs and Grids from a User-Defined Hub
            • Remove the Summary Panel from a User-Defined Hub
          • Fields and Options
            • Screen Designer Form
              • Display the Screen Designer Form
              • Contents of the Screen Designer Form
            • Create Hub Dialog Box
              • Display the Create Hub Dialog Box
              • Contents of the Create Hub Dialog Box
            • Hub Preferences Dialog Box
              • Display the Hub Preferences Dialog Box
              • Contents of the Hub Preferences Dialog Box
            • Add Field Dialog Box
              • Display the Add Field Dialog Box
              • Contents of the Add Field Dialog Box
            • Field Settings Dialog Box
              • Display the Field Settings Dialog Box
              • Contents of the Field Settings Dialog Box
            • Add Grid Dialog Box
              • Display the Add Grid Dialog Box
              • Contents of the Add Grid Dialog Box
            • Grid Settings Dialog Box
              • Display the Grid Settings Dialog Box
              • Contents of the Grid Settings Dialog Box
            • Caption Dialog Box
            • Tooltip Dialog Box
            • Touch CRM Sections Dialog Box
              • Display the Touch CRM Sections Dialog Box
              • Contents of the Touch CRM Sections Dialog Box
          • Learn More About
            • How Security is Applied in the Browser
            • Access to Screen Designer
        • Screen Designer in the Desktop Application
          • How to...
            • Customize Tabs with Screen Designer (Desktop)
            • Customize Fields with Screen Designer (Desktop)
            • Customize Group Boxes with Screen Designer (Desktop)
            • Customize Grids with the Screen Designer (Desktop)
            • Add a Workflow Button with Screen Designer (Desktop)
            • Add a Tool Tip with the Screen Designer (Desktop)
            • Add Online Help with the Screen Designer (Desktop)
          • Learn More About
            • Screen Designer Icons (Desktop)
            • Screen Designer and Multiple Languages (Desktop)
            • Security and the Screen Designer
      • Dashboard Designer
        • How To...
          • Create Dashboards
          • Create Dashparts
          • Add or Remove Dashparts on a Dashboard
          • Modify an Existing Dashpart
          • Delete a Dashpart from the Existing Dashparts Section
          • Change the Layout of Dashparts in a Dashboard
          • Assign Access Rights for Dashboards
          • Copy an Existing Dashboard
          • Delete a Dashboard
          • Change Tab Order of Dashboards
        • Fields and Options
          • Dashboard Designer Form
            • Display the Dashboard Designer Form
            • Contents of the Dashboard Designer Form
          • List View of the Dashboard Designer Form
          • Add Dashpart Dialog Box
            • Display the Add Dashpart Dialog Box
            • Contents of the Add Dashpart Dialog Box
          • Share this Dashboard Dialog Box
            • Display the Share this Dashboard Dialog Box
            • Contents of the Share this Dashboard Dialog Box
          • Update Dashpart Dialog Box
            • Display the Update Dashpart Dialog Box
            • Contents of the Update Dashpart Dialog Box
          • Dashboard Order Preview Dialog Box
            • Display the Dashboard Order Preview Dialog Box
            • Contents of the Dashboard Order Preview Dialog Box
        • Learn More About...
          • Predefined Dashboards
          • Dashparts
            • Table Dashparts
            • System Dashparts
              • Favorite Reports Dashpart
              • Upcoming Milestones
              • Opportunity Dashpart
              • Pipeline Dashpart
                • Pipeline Settings Dialog Box
              • My Activities Dashpart
              • Upcoming Generic Assignments Dashpart
            • Predefined Dashparts
      • Navigation Menu Designer (desktop)
        • How to...
          • Customize the Navigation Menu
        • Fields and Options
          • Navigation Menu Designer Dialog Box
            • Display the Navigation Menu Designer Dialog Box
            • Contents of the Navigation Menu Designer Dialog Box
        • Learn More About...
          • Navigation Menu Designer Terminology
    • Data Dictionary

Index

Glossary

Search Results

No search has been performed.
Publication: Deltek for Professional Services 1.0 HelpTopic: Link:
Home
...

Reopen Dialog Box

Use this dialog box in the Approval Center to enter a comment and reopen the last step of a completed approval record.

Related Topics:

  • Display the Reopen Dialog Box in Approval Center
  • Contents of the Reopen Dialog Box
Parent Topic: Fields and Options