General Configuration - UDT Options Tab

Use this tab to configure the user-defined tables for a particular locale. A locale is defined with a country code and language code. You can use any table to collect data in the Timesheet and Expense Report screens. There are specific guidelines for how these tables must be configured for certain financial systems. Refer to the Deltek Time Collection Getting Started Guide for more information.

If you are not viewing the default locale, the only fields available for modification will be Label and Plural Label.

When you first load this screen, the default locale is based on the system's default country and language code. When the system is shipped, the default Locale is set to "US/en."

With the release of Deltek Time\Expense\Self Service 7.1, the following additional locales are supported:  

To change to a different locale, use the Search function. Only locales defined in the General Configuration screen are available when you search. To add to a new locale, select the New hyperlink. You can then select a locale from the list of locales that have not yet been set up.

You cannot delete the default company locale. If you attempt to delete it, the system will display the following error message:  "The company default locale cannot be deleted."

You must fill out all tabs for each locale that you wish to use.

Table Window

The first, untitled column is hard-coded for each of the user-defined tables. You cannot edit or move them.  

Use

Select this checkbox to make the table available as a column for data entry. This does not mean that the employees will see the table's field on their timesheets or expense reports, only that the system will track it.  

The Use columns for "UDT01" and "UDT10" are always checked and cannot be changed.

You will not be able to uncheck a Use column if there are records in the respective table.  If there are no records in the table and you change the Use column from checked to unchecked, information on that row will be cleared.

Whether UDTs are shown depends on the settings in the Time or Expense Configuration screens.

Order

Enter a number between "1" and "15" to control the displaying and printing order of the UDT columns on the timesheet and/or expense report.

Label

Enter up to 20 characters of text that you wish to display as the label for each UDT for the selected locale.

Plural Label

Enter up to 20 characters of text that you wish to appear as the plural label for each UDT for the selected locale.

Mobile Label

Enter the UDT label that you wish to appear on mobile devices. Enter either an abbreviated form of the standard label to accommodate the smaller screen size of mobile devices, or re-enter the standard label. For example, if the standard label for UDT 02 is "Project," you might enter Proj. as the mobile version, or if preferred, enter "Project."

This column displays only if your firm is licensed for the Mobile Time module. To learn more about configuring Deltek Mobile Time,  click here or see "Appendix C: Configure Deltek Mobile Time" in the Time Collection Getting Started Guide.

Size

Enter the size for each UDT.  UDT01 and UDT02 can be up to 50 characters.  UDT03 through UDT15 can be up to 20 characters.  If the table already has data, you cannot change the size without running a script against the database.

Make the size large enough to accommodate the longest label.

Links

Use the drop-down boxes in this section to link two user-defined tables. A "Direct" link is a one-to-one link between the tables. A "Wildcard" link can be a one-link-to-multiple links or multiple-to-multiple links. Please see the Deltek Time Collection Getting Started Guide for more information.

Link UDT01/UDT02

Select the appropriate value from the drop-down box to link the UDT01 and UDT02.  The valid options are "None," "Direct," and "Wildcard."

Link UDT01/UDT07

Select the appropriate value from the drop-down box to link the UDT01 and UDT07.  The valid options are "None," "Direct," and "Wildcard."

Link UDT01/UDT09

Select the appropriate value from the drop-down box to link the UDT01 and UDT09.  The valid options are "None," "Direct," and "Wildcard."

Link UDT02/UDT07

Select the appropriate value from the drop-down box to link the UDT02 and UDT07.  The valid options are "None," "Direct," and "Wildcard."

Link UDT02/UDT09

Select the appropriate value from the drop-down box to link the UDT02 and UDT09.  The valid options are "None," "Direct," and "Wildcard."

Link UDT09/UDT03

Select the appropriate value from the drop-down box to link UDT09 and UDT03.  The valid options are "None," "Direct," and "Wildcard."

Entry by Abbreviation

Use these check boxes to specify whether abbreviations are an accepted form of data entry. Set up the abbreviations in the corresponding UDT maintenance screens.

If you select the Direct Cost Point Access lookup option on the Charge Lookup Options tab of the General Configuration screen, these Entry by Abbreviation options are not available.

These are the screens and reports that show abbreviations if you have chosen to use them:

UDT01

Select this checkbox to accept abbreviations for UDT01 entry. If you are going to use UDT01 abbreviations, set up the abbreviations in the UDT01 screen.

If you change this checkbox from unchecked to checked and UDT01s exist without an abbreviation, the system will display the following warning message: "You have elected to use UDT01 abbreviations however UDT01 records exist without an abbreviation value."

UDT02

Select this checkbox to accept abbreviations for UDT02 entry. If you are going to use UDT02 abbreviations, set up the abbreviations in the UDT02 screen.

If you change this checkbox from unchecked to checked and UDT02s exist without an abbreviation, the system will display the following warning message: "You have elected to use UDT02 abbreviations however UDT02 records exist without an abbreviation value."

If you are not using UDT02s, this field will be unchecked and disabled.

UDT09

Select this checkbox to accept abbreviations for UDT09 entry. If you are going to use UDT09 abbreviations, set up the abbreviations in the UDT09 screen.

If you change this checkbox from unchecked to checked and UDT09s exist without an abbreviation, the system will display the following warning message: "You have elected to use UDT09 abbreviations however UDT09 records exist without an abbreviation value."

If you are not using UDT09s, this field will be unchecked and disabled.

Display Abbreviation in Charge Lookup

Select this checkbox to display an additional column with the primary charge abbreviation on the Charge Lookup screen. The column will appear before the UDTs. This checkbox will be available if you are not using any of the other abbreviation checkboxes.

 

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