Create a New Unit Table

Use Units Settings 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 Settings > Units.
2. On the toolbar of the Unit Tables form, click New and select New Unit Table to open a new unit table record.
3. On the Unit Tables form, enter the name for the new unit table in the Unit Table field.

   • To apply the unit table to a specific project, enter the project number.

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

4. Enter the status and cost currency and billing currency (if you use multiple currencies) for the unit table.
5. On the toolbar of the unit tables grid, click Insert to open the Units dialog box and complete the information for a unit to add to the unit table.
6. Click OK on the dialog box to save the unit and return to the Unit Tables form. You see the unit added to the grid.
7. Repeat steps 4 and 5 to add more units to the unit table.
8. Click Save.