Use the Charge Branches/Charges tab of the Charge Trees screen to add, edit, and delete charge branches and charges, or to drill down into the existing charge branches.
This screen displays when you select the +
button for a specific charge tree.
A graphical charge tree representation displays at the top of the screen as you drill down into a tree and its branches. Each level above the current level displays as a hyperlink in the graphical charge tree. Select any of these links to display the information at that level.
Screen Fields
| Field | Description |
|---|
| Sort By
|
Use the
Sort By drop-down list to select the order in which the charge branches/charges information display. The available options are
Code or
Description. If you change the
Sort By value, the table displays in the newly chosen option.
|
Table Window
| Field | Description |
|---|
| "+" Button
|
In order to drill down to the further charge branch information or charge information for a charge branch, select the
+
button to the left of the charge branch row. The tab displays branches and charges for the branch selected.
|
| Description
|
This non-editable column displays the UDT01 or UDT02 name for the charge in accordance with the linkage set up in the UDT Options tab in the General Configuration screen. If you are linking UDT02 and UDT01, the UDT02 name will display. If you are not linking UDT02 and UDT01, the UDT01 name displays.
|
| Charge/Branch Code
|
This non-editable column displays all charge branch codes at this level for the charge tree. If you drill down to a charge level, it will display the charge branch code for the charge.
|
| Restrict Access
|
This non-editable check box will be selected if this charge branch/charge has restricted access. If the check box is not selected, there will be no restrictions for this charge branch/charge at this level.
Note: The order in which the following user-defined fields display depends on the settings you established in the UDT Options tab of the General Configuration screen.
|
| UDT01
|
This non-editable column displays UDT01 information if the row is a charge level and UDT01 information was previously saved for this user-defined table.
|
| UDT02
|
This non-editable column displays UDT02 information if the row is a charge level and UDT02 information was previously saved for this user-defined table.
|
| UDT03
|
This non-editable column displays UDT03 information if the row is a charge level and UDT03 information was previously saved for this user-defined table.
|
| UDT04
|
This non-editable column displays UDT04 information if the row is a charge level and UDT04 information was previously saved for this user-defined table.
|
| UDT05
|
This non-editable column displays UDT05 information if the row is a charge level and UDT05 information was previously saved for this user-defined table.
|
| UDT06
|
This non-editable column displays UDT06 information if the row is a charge level and UDT06 information was previously saved for this user-defined table.
|
| UDT07
|
This non-editable column displays UDT07 information if the row is a charge level and UDT07 information was previously saved for this user-defined table.
|
| UDT08
|
This non-editable column displays UDT08 information if the row is a charge level and UDT08 information was previously saved for this user-defined table.
|
| UDT09
|
This non-editable column displays UDT09 information if the row is a charge level and UDT09 information was previously saved for this user-defined table.
|
| UDT10
|
This non-editable column displays UDT10 information if the row is a charge level and UDT10 information was previously saved for this user-defined table.
|
| UDT11
|
This non-editable column displays UDT11 information if the row is a charge level and UDT11 information was previously saved for this user-defined table.
|
| UDT12
|
This non-editable column displays UDT12 information if the row is a charge level and UDT12 information was previously saved for this user-defined table.
|
| UDT13
|
This non-editable column displays UDT13 information if the row is a charge level and UDT13 information was previously saved for this user-defined table.
|
| UDT14
|
This non-editable column displays UDT14 information if the row is a charge level and UDT14 information was previously saved for this user-defined table.
|
| UDT15
|
This non-editable column displays UDT15 information if the row is a charge level and UDT15 information was previously saved for this user-defined table.
|
| Active
|
This non-editable check box will be selected if this charge branch/charge is active.
|
| Budgeted Hours
|
This non-editable column displays hours budgeted for this project.
|
Delete Charges/Branches
Choose the charge branch(es) and/or charge(es) that you wish to delete by selecting the checkbox(s) to the left of the row, and then click
Delete Charges/Branches to delete the row(s).
Choose the charge tree or charge trees that you wish to delete by selecting the check box(es) to the left of the row(s) that you wish to delete, and then click
Delete Charge Tree.
Note: If you select a charge for deletion, no confirmation message will be given. The application deletes the charge from the appropriate tables and remove it for any employee who has it set up as a favorite.
