Charge Favorites Tab of the Employee Groups Screen

Use the Charge Favorites tab in the Employee Groups screen to specify a standard set of favorites for employees assigned to an employee group, provided you have direct access to a Costpoint database.

If your installation of Time & Expense is not configured for direct lookups from Costpoint, the Charge Favorites tab is not available.

Favorites you set up in the Employee Groups screen display in the Charge Lookup dialog box, when a timesheet, expense sheet, or expense authorization is entered for an employee assigned to the employee group. They also display on the Charge Favorites tab of the Employee Information screen for those employees.

Note:

Employees cannot edit the favorites assigned to them through an employee group. They can only edit favorites that they have individually added, either when entering time sheets, expense reports, or expense authorizations, or on the Charge Favorites tab of the Employee Information screen.

Screen Fields

Field	Description
Add Charge Favorite	The Add Charge Favorite button opens the Add Charge Favorite dialog box, where you can add charge favorites for the selected employee group. Changes take effect automatically for all employees assigned to the employee group.
Edit Charge Favorite	The Edit Charge Favorite button opens the Edit Charge Favorite dialog box, where you can add charge favorites for the selected employee group. Changes take effect automatically for all employees assigned to the employee group.
Delete Charge Favorite	To remove a favorite from the list for the employee group, select the check box at the beginning of the row for that favorite and click Delete Favorite. > Deletions take effect automatically for all employees assigned to the employee group. To remove a favorite for a single employee in the group, the employee must be removed from the group.