Create a New Unit Table Record

Use the Units hub in the desktop application to create new unit tables.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new unit table:

  1. From the Navigation menu in the desktop application, click Hubs > Units.
  2. Click New and select New Unit Table to open a new unit table record.
  3. In the Unit Table field, enter the name for the new unit table.
    • To apply the unit table to a specific project, enter the project number.

      When you select the project in Units Transaction Entry, Deltek displays the associated unit table in the Table field.

    • To apply the unit table to multiple projects, enter an alphanumeric name for the table. When you select a project in Units Transaction Entry, the Table field remains blank. Click the drop-down list in the Table field and select the appropriate table name.

    • If you enter an alphanumeric name for the unit table, you can associate the unit table with one or more projects using the Unit Table field on the Accounting tab of the Projects hub (at a project's chargeable WBS level). When you select an associated project in Units Transaction Entry, Deltek displays the unit table in the Table field.

  4. Select a Cost Currency and a Billing Currency for the unit table.
  5. Use the Units form or the Units dialog box to insert the units associated with the unit table.
  6. Click Save.