Charge Tree Lookup Dialog Box

When you click in any of the cells that contain primary charge codes (UDT01 or UDT02) on the left pane of the timesheet, you will see a dialog box with a charge tree. The only exception is if your timesheets are set up to provide charge lookups directly from the Costpoint database.

You can drill down through the charge tree to find the charge that you need.

Primary Charges

Depending on how your company's timesheets are set up, the primary charge field can be either UDT01 or UDT02 .

  • If UDT02 and UDT01 are not linked, UDT01 is the primary charge field. If you click in the UDT01 field, the Charge Tree Lookup displays. Only those UDT01 s that have Time or Both selected as the Type in the UDT01 Types screen display in the Charge Tree Lookup. If you click in the UDT02 field after selecting a valid UDT01, the Simple Lookup displays.
  • If UDT02 and UDT01 are linked, UDT02 is the primary charge field. You can access the Charge Tree Lookup from both fields until you select a charge in one of the fields. Then you will see the Simple Lookup for the remaining field.

Tree Graphic

A charge tree graphic displays at the top of the screen to show you your progress as you drill down into a tree and its branches. This provides two benefits:

  • It provides a map of how you arrived at the charges you are looking up.
  • Each of the levels is a hyperlink. You can quickly backtrack to a higher level by clicking the corresponding link.

If you generate a list of charges using a filter, and want to clear the filter, click on the Charge Trees link to start fresh.

Parent Topic: Timesheet Subtasks

Location

To display the Charge Favorites subtask, complete the following steps:

  1. Click Time & Expense > Time > Timesheets > Manage Timesheets.
  2. Click the Charge Favorites subtask link.

Contents

Subtask Table Columns

Field Description
Load

Select the Load check box if you want this line to load into your timesheet automatically when you open a new timesheet.

If you no longer want a charge to appear automatically, clear this check box.

Work Pct

Some companies use the Generate Exception-Based Timesheets feature to generate timesheets containing default hours for their employees. The amount of time assigned to each charge is based on a work percentage. (For example, if you work half of your time on the same task each day, 50% of your time is charged to that task).

If your timesheet is generated in this way, a Work Pct column displays in the table. You must supply a work percentage for each favorite, and the percentages for all favorites must total 100%. Enter the percentages as whole numbers, 0 to 100.

Holiday

Your timesheet may be set up to automatically enter holiday hours when it loads favorites.

If so, a Holiday column displays in the Favorites table. You must have one and only one favorite designated as a holiday charge.

Select the Holiday check box if the favorite is for holiday time.

Vacation

Your timesheet may be set up to automatically enter scheduled vacation hours when it loads favorites.

If so, a Vacation column displays in the Favorites tree. You must have one and only one favorite designated as a vacation charge.

Select the Vacation check box if the favorite is for vacation time.