Charge Trees Charge Branches/Charges

This non-editable column displays the UDT01 or UDT02 name for the charge in accordance with the linkage set up in the UDT Options tab in the General Configuration screen. If you are linking UDT02 and UDT01, the UDT02 name will display. If you are not linking UDT02 and UDT01, the UDT01 name will display.

This non-editable column displays all charge branch codes at this level for the charge tree. If you drill down to a charge level, it will display the charge branch code for the charge.

This non-editable checkbox will be selected if this charge branch/charge has restricted access. If the checkbox is not selected, there will be no restrictions for this charge branch/charge at this level.

Note: The order in which the following user-defined fields display depends on the settings you established in the UDT Options tab of the General Configuration screen.

This non-editable column displays UDT01 information if the row is a charge level and UDT01 information was previously saved for this user-defined table.

This non-editable column displays UDT02 information if the row is a charge level and UDT02 information was previously saved for this user-defined table.

This non-editable column displays UDT03 information if the row is a charge level and UDT03 information was previously saved for this user-defined table.

This non-editable column displays UDT04 information if the row is a charge level and UDT04 information was previously saved for this user-defined table.

This non-editable column displays UDT05 information if the row is a charge level and UDT05 information was previously saved for this user-defined table.

This non-editable column displays UDT06 information if the row is a charge level and UDT06 information was previously saved for this user-defined table.

This non-editable column displays UDT07 information if the row is a charge level and UDT07 information was previously saved for this user-defined table.

This non-editable column displays UDT08 information if the row is a charge level and UDT08 information was previously saved for this user-defined table.

This non-editable column displays UDT09 information if the row is a charge level and UDT09 information was previously saved for this user-defined table.

This non-editable column displays UDT10 information if the row is a charge level and UDT10 information was previously saved for this user-defined table.

This non-editable column displays UDT11 information if the row is a charge level and UDT11 information was previously saved for this user-defined table.

This non-editable column displays UDT12 information if the row is a charge level and UDT12 information was previously saved for this user-defined table.

This non-editable column displays UDT13 information if the row is a charge level and UDT13 information was previously saved for this user-defined table.

This non-editable column displays UDT14 information if the row is a charge level and UDT14 information was previously saved for this user-defined table.

This non-editable column displays UDT15 information if the row is a charge level and UDT15 information was previously saved for this user-defined table.

This non-editable checkbox will be selected if this charge branch/charge is active.

This non-editable field displays the charge tree code to which charges are being added.

This non-editable field displays the charge branch code to which charges are being added.

This non-editable field displays a concatenation of all user-defined table IDs selected in this dialog.

If you are linking UDT02 and UDT01, the UDT02 ID will be the first user-defined table ID in the charge code. The UDT01 ID will follow the UDT02 ID. After that, the other user-defined table IDs will be included in numeric order, i.e., UDT03, UDT04, etc.

If you are not linking UDT02 and UDT01, the charge code will be concatenated in numeric order starting with the UDT01 ID.

Each tree, branch and code combination must be unique.

You can override the description of the Charge by entering a value in this field. If the employee does a Lookup in Deltek Time or Deltek Expense, the Charge/Branch Description will display the value that you enter here. This field will also be shown on the Charge Branch/Charge table in the Description field.

You can configure your system to use Costpoint multicompany by selecting the appropriate checkbox in the Miscellaneous tab of the General Configuration screen. Establish UDT06 and UDT07 usage in the UDT Options tab of the General Configurations screen.

If you use Lookup in the UDT06 or UDT07 fields, the values that display are those associated with the Costpoint Company you select. If you accept the default "None" (you do not select a Costpoint company), the UDT06 and UDT07 fields will be disabled.

Note: The order in which the following user-defined fields display depends on the settings you established in the General Configuration screen.

Use the Lookup pushbutton to the right of the field to select an UDT01 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT02 or enter a value.

Note: If you are linking a UDT02 and an UDT01, you must supply one of them in this screen. If you do not supply one, the system will display the following error message: "Both Project and Account cannot be blank."

If you are not linking UDT02 and UDT01, you must enter an UDT01 value in this screen. If you do not supply an UDT01, the system will display the following error message: "Account required."

Note: This application does not perform link validations. If you are linking a UDT02 and an UDT01, be sure that the UDT02 and/or UDT01 is valid.

Use the Lookup pushbutton to the right of the field to select a UDT03 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT04 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT05 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT06 or enter a value.

If you are using the Costpoint multicompany feature and have selected a Costpoint company, only UDT06s assigned to the selected company will display in Lookup. If you enter a UDT06 manually, it must be a UDT06 for the selected company, or you will receive an error when you select the OK pushbutton.

Use the Lookup pushbutton to the right of the field to select a UDT07 or enter a value.

If you are using the Costpoint multicompany feature and have selected a Costpoint company, only UDT07s assigned to the selected company will display in Lookup. If you enter a UDT07 manually, it must be a UDT07 for the selected company, or you will receive an error when you select the OK pushbutton.

Use the Lookup pushbutton to the right of the field to select a UDT08 or enter a value.

Use the Lookup pushbutton to the right of the field to select an UDT09 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT10 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT11 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT12 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT13 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT14 or enter a value.

Use the Lookup pushbutton to the right of the field to select a UDT15 or enter a value.

Select this checkbox if the charge should be active in the system. The default value is checked.

Select this checkbox to restrict access to the charge. After selecting the OK pushbutton, you can select this charge from the table to access the Restrictions tab. In the Restrictions tab, you specify which employees can have access to this charge.

If you do not select this checkbox, the charge will be available.

Select OK to add the charge. The charge will display in the table.

Select Cancel to close the dialog without adding the charge.

This non-editable field displays the charge tree code where the charge branch is being added.

This non-editable field displays the higher-level charge branch code where the charge branch is being added. If you are adding the higher-level charge branch, this field will display blanks.

Enter up to 50 characters for a charge branch code. The Charge Tree Code and Charge Branch Code combination must be unique.

Enter up to 30 characters for a charge branch description.

Select this checkbox to restrict access to the charge branch. After selecting the OK pushbutton, you can select this charge branch from the table to access the Restrictions tab. In the Restrictions tab, you specify which employee groups can have access to this charge branch.

If you do not select this checkbox, the charge branch is available.

Select OK to add the charge branch. The charge branch will display in the table.

Select Cancel to close the dialog without adding the charge.

Note: If the number of Charge Branches exceeds the maximum number of rows that should be displayed (as determined in the General Configuration screen), a More pushbutton will appear in the lower right corner of the screen.

This non-editable field displays the charge tree code whose charges are being edited.

This non-editable field displays the charge branch code whose charges are being edited.

This non-editable field displays the charge code whose charges are being edited.

This drop-down box will display only if you have configured your system to use the Costpoint multicompany feature and you are using either UDT06 or UDT07, or both. Select the Costpoint company that you want to associate with the UDT06/UDT07. All Costpoint companies set up in your system are available for selection, and an additional value, "None," is also available. The default shown will be the Costpoint company that was selected previously for the Charge. If a Costpoint company was not previously selected then "None" will display as the default.

If you use Lookup in the UDT06 or UDT07 fields, the values that display are those associated with the Costpoint Company you select. If the Costpoint company is "None" (you do not select a Costpoint Company), the UDT06 and UDT07 fields will be disabled.

If you change the Costpoint Company value from a company to "None," the UDT06 and UDT07 values will be cleared and the fields disabled. If you change the Costpoint company value from "None" to a company, the UDT06 and UDT07 fields will be enabled.

Note: The order in which the following user-defined fields display on the screen depends on the settings you established in the General Configuration screen.

Use the Lookup pushbutton to the right of the field to select an UDT01 or enter a value. If an UDT01 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT02 or enter a value. If a UDT02 value was previously saved for this charge, it will display as the default.

Note: If you are linking a UDT02 and an UDT01, you must supply one of them in this screen. If you are not linking a UDT02 and an UDT01, you must enter an UDT01 in this screen.

Note: This application does not perform link validations. If you are linking a UDT02 and an UDT01, be sure that the UDT02 and/or UDT01 is valid.

Use the Lookup pushbutton to the right of the field to select a UDT03 or enter a value. If a UDT03 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT04 or enter a value. If a UDT04 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT05 or enter a value. If a UDT05 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT06 or enter a value. If a UDT06 value was previously saved for this charge, it will display as the default.

If you are using the Costpoint multicompany feature and have selected a Costpoint company, only UDT06s assigned to the selected company will display in Lookup. If you enter a UDT06 manually, it must be a UDT06 for the selected company. If it is not for the selected company, you will receive an error when you select the OK pushbutton.

Note: If you selected a value of "None" for Costpoint Company, this field will be disabled.

Use the Lookup pushbutton to the right of the field to select a UDT07 or enter a value. If a UDT07 value was previously saved for this charge, it will display as the default.

If you are using the Costpoint multicompany feature and have selected a Costpoint Company, only UDT07s assigned to the selected company will display in Lookup. If you enter a UDT07 manually, it must be a UDT07 for the selected company. If it is not for the selected company, you will receive an error when you select the OK pushbutton.

Note: If you selected a value of "None" for Costpoint Company, this field will be disabled.

Use the Lookup pushbutton to the right of the field to select a UDT08 or enter a value. If a UDT08 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select an UDT09 or enter a value. If an UDT09 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT10 or enter the value. If a UDT10 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT11 or enter the value. If a UDT11 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT12 or enter the value. If a UDT12 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT13 or enter the value. If a UDT13 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT14 or enter the value. If a UDT14 value was previously saved for this charge, it will display as the default.

Use the Lookup pushbutton to the right of the field to select a UDT15 or enter the value. If a UDT15 value was previously saved for this charge, it will display as the default.

Select this checkbox if the charge should be active in the system. The default value is checked.

If you do not select this checkbox, the charge is available.

Select OK to update the charge. The charge will be updated in the table. If you change the Restrict Access checkbox from selected to not selected, any employee associations to this charge will be removed.

Select Cancel to close the dialog without updating the charge.

This non-editable field displays the charge tree code that is being edited.

This non-editable field displays the higher-level charge branch code where the charge branch is being edited. If you are editing the higher-level charge branch, this field will display blanks.

This non-editable field displays the charge branch code that is being edited.

Enter up to 30 characters for a charge branch description.

Select this checkbox to restrict access to the charge branch. After selecting the OK pushbutton, you can select this charge branch from the table in order to access the Restrictions tab. In the Restrictions tab, specify which employee groups can have access to this charge branch.

If you do not select this checkbox, the charge branch will be available.

Select OK to update the charge branch in the system. The charge branch will be updated in the table.

If you change the Restrict Access checkbox from selected to not selected, any employee groups associations to this charge branch will be removed.

Select Cancel to close the dialog without updating the charge branch.

Charge Branches/Charges

Use the Charge Branches/Charges tab to add, edit, and delete charge branches and charges. Also use this tab to drill down further into the existing charge branches. This screen displays when you select the "+" button for a specific charge tree.

A graphical charge tree representation displays at the top of the screen as you drill down into a tree and its branches. Each level above the current level displays as a hyperlink in the graphical charge tree. Select any of these links to display the information at that level.

Table Window

Add Charge

Add Branch

Select the Add Branch function to add a branch to a charge tree or to add a lower level charge branch to an existing branch.

Edit Charge/Branch

Select a charge/branch row in the table by selecting the button to the left of the row. Then select the Edit Charge/Branch function to edit the charge/branch. If the row is a charge, the Edit Charge dialog box will display.

Edit Charge/Branch

Select a charge/branch row in the table by selecting the checkbox to the left of the row. Then select the Edit Charge/Branch function to edit the charge/branch. If the row is a charge branch, the Edit Branch dialog box will display.

Delete Charges/Branches

Choose the charge branch(es) and/or charge(es) that you wish to delete by selecting the checkbox(s) to the left of the row. Then select the Delete Charges/Branches function to delete the row(s).

If you select a charge branch for deletion, the system will display the following confirmation message: "Are you sure you want to delete branch(s) and all lower levels?"

If you select Yes, the system will delete the charge branch and all lower levels including charges from the appropriate tables. It will also remove the charge/branch for any employee who has it set up as a favorite.

If you select a charge for deletion, no confirmation message will be given. The application will delete the charge from the appropriate tables and remove it for any employee who has it set up as a favorite.