Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Settings

The Settings screen helps you configure the Costpoint Mobile T&E settings.

The table below provides information on the fields and options on this screen.

Note: Tap , and tap Help to view the help topic for this screen.
Attention: For more information, see "Configure Settings" in Guides and Videos.
Fields and Options Description
User Name This field displays the name (First Name/Middle Initial/Last Name) of the user currently logged into the application.
Domain This field displays the database name.
Login using Fingerprint/Face ID Tap On/Off to enable or disable the biometric login on your device.
Time Zone This field displays the selected time zone and is not editable.
Visual Confirmation Tap an option to have Costpoint Mobile T&E display a confirmation message after you perform an action such as saving a timesheet, signing a timesheet, or approving a timesheet
Your options are:
  • No Confirmation: Tapping this option does not display a confirmation message after you perform an action.
  • Timed Confirmation: Tapping this option displays a confirmation message which closes after three seconds. Or you can tap OK to close the confirmation message. This is the default setting.
  • Action Confirmation: Tapping this option requires you to tap OK to close the confirmation message.
Home Page Use this field to set the default screen of the application upon login.
Your options are:
  • Timesheet
  • Expense Report

The options displayed are based on your access to the application. Timesheet displays if you have access to the Time application. Expense Report displays if you have access to the Expense application.

This field defaults to Timesheet if you have access to the Time application. This field defaults to Expense Report if you do not have access to the Time application.

Attention: For more information on how to configure access to the Mobile and Time applications, see "Allow Access to the Costpoint Mobile T&E Application" in the Costpoint Mobile Time and Expense Technical Installation and Configuration Guide.
Hours Entry Tap an option to set the number entry method to use on your mobile device. Your options are Use Keypad and Use Picker.
Mobile Hours Increment Tap an option to set how the hours are entered and displayed or validated on the device when using the keypad. Your options are Whole, Half, Quarter, and Tenth.
The options displayed are valid only for your timesheet class. For example, if the timesheet class is set to:
  • Whole: The picker displays hours in whole numbers, for example, 1.00.
  • Half: The picker displays hours in whole numbers and in half-hour increments, for example, 1.50.
  • Quarter: The picker displays hours in whole numbers and in quarter-hour increments, for example, 1.25, 1.50.
  • Tenth: The picker displays hours in whole numbers and in tenth-of-an-hour increments, for example, 1.10, 1.20.
Note: This field is hidden if you do not have access to the Mobile Time application.
Display Non-work Days Tap On/Off to set the days that will be displayed on the timesheet.
  • Tap On to display non-work days.
  • Tap Off to display only work days. (Flexible days are displayed if the Work Schedule is set.)
Note: This field is hidden if you do not have access to the Mobile Time application.
Show Charge Detail in Day Summary Tap On/Off to set your view on the Day tab of the Summary screen.
  • Tap On to view the charge details submitted for each day of the selected timesheet period.
  • Tap Off to view only the total number of hours you submitted for each day of the selected timesheet period.
Note: This field is hidden if you do not have access to the Mobile Time application.
Charge Summary Breakdown If Project Labor Categories (PLCs) are assigned to the same charge code, tap this field to select how to group the charge detail lines.
Your options are:
  • UDT02
  • UDT02/UDT01
  • UDT02/UDT07
  • UDT02/UDT01/UDT07

Based on the selected group, the charge detail lines will be displayed as a separate line instead of being rolled up under the charge code on the Charge tab on the Timesheet Summary screen.

By default, the charge detail lines are grouped by UDT02. This means each unique UDT02 charge line is displayed on the Charge tab on the Summary screen. If you tap and select UDT02/UDT01, a unique combination of UDT02/UDT01 charge line is displayed on the Charge tab.

Timesheet Line Sort Tap an option to sort the charges on your timesheet by:
  • Line Number: This is set by default.
  • Charge ID
  • Charge Description

Changes made to the sorting order are applied when you save the timesheet.

Note: This field is hidden if you do not have access to the Mobile Time application.
Use Summary on Sign Tap On/Off to display or hide the Signature Certification screen when you sign a timesheet. When this option is enabled (On), the Signature Certification screen, which shows the total, regular, and overtime hours for the selected period as well as the previous period and next period hour information, displays upon signing a timesheet.
Use ICR for Expenses This field is available only if the Allow ICR Expense Processing option in Costpoint is selected. Tap On/Off to set the use of ICR in capturing expenses. Costpoint Mobile T&E automatically scans and analyzes the captured or selected image, maps the captured data to the Expense Report screen, and populates the matched fields.
Note: This field is hidden if you do not have access to the Mobile Expense application and the Allow ICR Expense Processing option in Costpoint Time & Expense is cleared.
Attention: For more information on how to configure this option, see "Enable or Disable ICR Processing in Capturing Expense" in the Costpoint Mobile Time and Expense Technical Installation and Configuration Guide.
Reduce image size This field is available only if the Use ICR for Expenses field is set to On. Tap On/Off to compress the size of the Expense Report attachments captured during Capture Receipt up to 2MB or even smaller.
Help Tap this option to display the Costpoint Mobile Time and Expense User Guide page, where you can access the Costpoint Mobile T&E online help, videos, and learning aids. You can also access Help by tapping and tapping Help.
About Tap this option to view the device and operating system information, which includes the following:
  • Device Type
  • Operating System
  • User Agent Name and Version
  • Application (Native App or Web App) Version
  • Touch Server Version
  • Web Service Version
  • Deltek Costpoint Version
  • Touch Server Build
  • Native App Build
  • Web App Build
  • Screen Resolution
  • Window Resolution

You can also send the same information to an email address by tapping Email Info. This information may be requested by Deltek Support Services if you have an issue with the application.

Privacy Policy Tap this option to view the Legal Notices and Privacy Statement information page of Deltek.
Change PIN Tap this option to create a new PIN to use when logging into the application.
Note: This button is hidden if you enabled Biometric login.
Forget Me On This Device Tap this option to delete all information details from the application, including login information and settings.
Attention: For more information, see Delete Information from the Application.