Charge Trees are an important concept within Deltek Time\Expense\Self Service. They determine how charges are presented and authorized. Like the rest of the system, Charge Trees are very flexible. The structure of charges can change between systems and even within a Charge Tree. Please review the "Charge Trees" section in the Deltek Time Collection Getting Started Guide for details.
Use this screen during the initialization process to set up all the charges for your system. You can also use this screen any time you want to update the authorizations for a charge, add new charges, or update/delete existing charges.
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An interface is available that will create the charge trees and authorizations. The structure of the trees will be as follows:
Charges with a contract work force will have restrictions at the charge level for the appropriate employees. You will have to manually create and maintain charge trees in the system for overhead and leave. |
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If you are running Costpoint version 4 or greater, you can create the following charge trees when using the Costpoint Download to Time Collection interface application:
If you are running Costpoint version 5 or greater, you can create the following charge trees when using the Costpoint Download to Time Collection interface application:
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You must first determine from where the charge tree comes. The valid options are as follows:
Home Org
Client
Project Account Group
Project Classification
Company ID
Then you must select the top-level branches. The valid options are as follows:
Home Org
Client
Project Account Group
Project Classification
Company ID
Project (Top Level)
If project is not the top-level branch, it will be the next level. You must decide whether the project structure should be extended below the top level. If you select this option, branches below the project level will exist, depending on the project structure. If you do not select this option, all project charges for a specific top-level project will be charges within the project's top-level branch. Projects that have a project work force will have restrictions at the charge level for the appropriate employees. You will have to manually create and maintain charge trees in the system for overhead, leave, and other non-project accounts.
The first tab in this screen will vary depending on the level of the charge that you are displaying. If you are at the tree level, the tab will be "Charge Trees." If you are at the branch or charge level, the tab will be "Charge Branches/Charges." You cannot access the Restrictions tab unless you select a tree, branch, or charge for which the Restrict Access checkbox is selected.
Use the Charge Tree and Charge Branches/Charges tabs to maintain the trees, branches, and charges. Use the Restrictions tab to assign groups and/or employees that will be allowed to access a specific tree/branch/charge.
