If you are linking UDT02s and UDT01s, select the appropriate radio button to determine whether you want to view UDT02 or UDT01 charges. UDT02 is the default.
If you are not linking UDT02s and UDT01s (in the General Configuration screen), the radio buttons do not display and the Results tab will display UDT01s.
Use the drop-down box to select the status of the charges that you wish to view. The available options are:
Pending Approval
Rejected
Approved
The options display in the drop-down box in alphabetical order with "Pending Approval" as the default.
If you select the "Approved" status, additional fields will display below the Function drop-down box so that you can enter a Schedule, Year, and Period.
Select the function of the project manager from the drop-down box. The selections available depend on the rights that you have as a project manager in the system and the functions that are created in the Functional Roles screen and assigned in the UDT01 or UDT02 screens.
The functions are listed in alphabetical order. If you are assigned more than one functional role, the default value will be "Select." If you are assigned just one functional role, it will be listed as the default.
If you selected "Approved" for Approval Status, select a timesheet schedule from this drop-down box. All timesheet schedules in the system are available, listed in alphabetical order by schedule description.
The default timesheet schedule is your schedule from your employee history information. If you do not have any employee history information, the first timesheet schedule in the list will be defaulted.
If you selected "Approved" for Approval Status, select a timesheet schedule year from this drop-down box. All timesheet schedule years for the selected Schedule are available in year order.
The default timesheet schedule year is the current year of the selected timesheet Schedule.
If you selected "Approved" for Approval Status, select the timesheet schedule period ending date from the drop-down box. All timesheet schedule period ending dates for the selected timesheet Schedule and Year are available in period ending date order.
The default period ending date is the ending date of the current period of the selected timesheet Schedule and Year.
Select levels to see an additional breakdown of charge activity information by UDT or employee. If you do not select levels, you will still see the activity in a summarized manner by charge and in a detailed manner by timesheet cell date.
Select the UDT value or "Employee" from the drop-down box to display the charge activity information at the selected level. The available UDTs are those with the Use checkbox selected in the UDT Options tab of the General Configuration screen. An additional value of "None" is available and displays as the default. The remaining UDTs display in alphabetical order.
You must select a Level 1 value in order for the Level 2 field to be enabled. If you change the Level 1 value to "None" after having selected Level 1 and Level 2 values, the Level 2 field will be changed to "None" and disabled.
If you change the Level 1 value from one UDT value to another after having selected a Level 2, the Level 2 value will be changed to "None;" this prevents you from selecting the same UDT value for more than one level.
Select the UDT value or "Employee" from the drop-down box to display the charge activity information at the selected level. The available UDTs are those with the Use checkbox selected in the UDT Options tab of the General Configuration screen. The UDT or "Employee" value selected as Level 1 is not included. An additional value of "None" is available and displays as the default. The remaining UDTs display in alphabetical order.
You must select a level 2 value in order for the Level 3 field to be enabled. If you change the Level 2 value is changed to "None" after having selected Level 2 and Level 3 values, the Level 3 field will be changed to "None" and disabled.
If you change the Level 2 value from one UDT value to another after having selected a Level 3, the Level 3 value will be changed to "None;" this prevents you from selecting the same UDT value for more than one level.
Select the UDT value or "Employee" from the drop-down box to display the charge activity information at the selected level. The available UDTs are those with the Use checkbox selected in the UDT Options tab of the General Configuration screen. The UDT values or "Employee" selected for Level 1 and Level 2 are not included. An additional value of "None" is available and displays as the default. The remaining UDTs display in alphabetical order.
Select additional columns to see additional UDT information when the details level is displayed.
Select the UDT from the drop-down box to display as an additional column on the details level of the Results tab. The available UDTs are those with the Use checkbox selected in the UDT Options tab of the General Configuration screen. If the UDT01 and UDT02 radio buttons are displayed, the value you selected will not be available for Column 1. For example, if you selected the UDT01 radio button, "UDT01" will not be available in this drop-down box.
An additional value of "None" is available. The remaining UDTs display in alphabetical order. The default for this field is "UDT10."
Select the UDT from the drop-down box to display as an additional column on the details level of the Results tab. The available UDTs are those with the Use checkbox selected in the UDT Options tab of the General Configuration screen. If the UDT02 and UDT01 radio buttons are displayed, the value you selected will not be available for Column 2. For example, if you selected the UDT01 radio button, "UDT01" will not be available in this drop-down box.
An additional value of "None" is available. The remaining UDTs display in alphabetical order. The default for this field is "None."
Select the Execute pushbutton to retrieve the charge activity information. The Results tab will display the charge summary information. From there you can drill down into selected levels or, if no levels are selected, you can drill down into the charge detail information.
If you selected "Approved" as the Approval Status and there are no charges with an approval status within the selected Schedule, Year, and Period, the system will display the following message: "No records found."
If you selected "Pending Approval" as the Approval Status and there are no charges with a pending approval status, the following message will display: "No records found."
If you selected "Rejected" as the Approval Status and there no charges with a rejected status, the following message will display: "No records found."
Select the Close pushbutton to close the screen.
