UDT02

You can make the UDT02 the charge number if it is linked to UDT01s. In this configuration, the UDT02 can be a primary charge number.

You can use this field for the WBS number and link it to UDT01. Only charges that require "Data Entry by WBS" will use this field.

This field is the Project Number and is linked to UDT01. Only charges that require projects will use this field.

When do I use the UDT02 screen?

Use this tabbed form to add, edit, delete, and link items for UDT02.

The UDT02 screen tabs

The tabs available in this screen are Basic Information, Supervisors, UDT01 Links, UDT07 Links, and UDT09 Links.

The maximum number of tabs is five. Use the first tab to provide basic information on the item and the second tab to assign supervisors to the item. Use the three other tabs to provide links to other tables. Please note that one or all link tabs may be disabled if the system has been so configured.

You cannot delete a project that is being used on a timesheet line, an expense report, or an expense authorization.

Which records you can see, and whether you have rights to save or delete records, depends on how your Security Role and Functional Role are set up in the system.

If you did not set up any Functional Roles and you open the UDT02 screen, the system will display the following error message: "There are no rows in the Functional Role table."

If you are adding a new UDT02, you will be able to access the Basic Information tab only until you select Save. When the UDT02 is saved, if your Security Role has the Apply Charge Level Security checkbox selected, a primary administrator function will be added for you.