Add a Charge to Your Timesheet

 

Use the Search Charge screen to add charges to your timesheet.

 

To add a charge to your timesheet:

1. With your timesheet open, click Search Charge on the menu to search for the desired charge.   

2. In the Search By screen, select one the following search types:

UDT 01— Represents the Account level of the charge structure and displays depending on Timesheet Class configuration settings.

UDT 02 — Represents the Project level of the charge structure and displays depending on Timesheet Class configuration settings.

Manufacturer Order — This option displays only if you have Costpoint Direct Lookup and it is configured to display.

If the number of charges available exceeds the maximum allowed to display, the Search Filter screen displays. After you successfully filter the charges, or if the number of charges doesn't exceed the maximum allowed, the search results display in Search Charges.

3. Scroll to the desired charge and click Select Charge on the menu.

The charge is added to your timesheet, or the Add Charge screen opens if Quick Add is not selected in User Options or if the charge is incomplete or invalid.

4. If the Add Charge screen displays, scroll to the appropriate field (for example, project), and click Lookup on the menu.

The number of charge fields that display depends on how your system is configured.

5. Update other options on the Add Charge screen including the following:

Line Comments — Use this field to add comments regarding the charge.

Auto Populate — Select this check box to automatically add the charge to your timesheet.

Add to Favorites — Select this check box to add this charge to Charge Favorites.

6. After completing all your changes on the Add Charge screen, click Update Timesheet to add the charge to your timesheet.

 

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