Use the Basic Information tab of the UDT02 screen to provide general information for the code.
Basic Information Fields
| Field | Description |
|---|
| UDT02
|
Enter a 50-character, uppercase alphanumeric
UDT02 code. Each code must be unique.
Note: The number of characters you enter cannot exceed the size set up in the
General Configuration screen for
UDT02.
|
| Description
|
Enter up to 120 characters for a
UDT02 description. You should make descriptions as short as possible and properly capitalize them because they are used in drop-down boxes and as column headings for reports and inquiries.
|
| Costpoint Company
|
This field displays only if you selected the
Costpoint Multicompany check box in the
Miscellaneous tab of the
General Configuration screen. See Special Topic: Multicompany for details on this feature.
If the field displays, use the drop-down box to select the Costpoint company name that you wish to associate with this
UDT02.
If you are working on an existing
UDT02 and you change a
Costpoint Company value to which
UDT07 records are linked, the following confirmation message:
All Link UDT02/UDT07 records not tied to this Company will be removed. Do you wish to continue? displays. Replying
Yes to this confirmation message causes all
UDT02/UDT07 link records to be deleted.
|
| Abbreviation
|
Enter a unique abbreviation for your
UDT02. It can be up to 20 characters. If, in the
General Configuration screen, you have configured the system to use abbreviations, this field is optional. If you do not enter an abbreviation here and try to save the record, you will get a warning that says:
Project abbreviations are turned on and you have not supplied an abbreviation.
|
General
| Field | Description |
|---|
| Type
|
Use the drop-down box to select the module in which this
UDT02 will be used. The options are
Time,
Expense, and
Both. If you select
Time, the
UDT02
appears in Lookups only for Deltek Time. If you select
Expense, this
UDT02 appears in Lookups only for Deltek Expense. If you select
Both this
UDT02 appears in all Lookups. If you are not licensed for Expense, the default is set to
Time and is not editable. If you are not licensed for Time, the default is set to
Expense and is not editable.
Note:
If you change the
Type fromTime or
Both to
Expense and have timesheets that have used that
UDT02, or if you change the
Type from
Expense or
Both to
Time and you have expense reports that have used this
UDT02, the warning message
This UDT02 has been used on a Timesheet or
This UDT02 has been used on an expense report. displays. You can still change the field and save the record.
|
| Active
|
Select this check box if the
UDT02 is active.
|
| Allow Charging
|
Select this check box to allow charging on the
UDT02.
|
| Interim Charge
|
If employees enter a timesheet row for a
UDT02 code that doesn't exist (and they have the necessary rights), they can create an interim charge for that code. When they do, a
UDT02 code is created with the
Interim Charge check box checked.
This interim status can be cleared in either of two ways:
|
| Line Level Approve
|
If your system is configured for the line level approval feature, select this check box if this
UDT02 needs to be approved at the line level for either Deltek Time Collection or Deltek Expense. Please see the
Line Level Approval section in the Deltek Time Collection Getting Started Guide for more information.
If both Deltek Time and Deltek Expense are not configured for line level approval (the
Line Level Approval drop-down box in the
Miscellaneous tab is set to
Disabled), this check box is disabled.
Note: To enable the line level approval feature, select either
Required or
Optional for Line Level Approval in the
Miscellaneous tab of the
Time Configuration screen or the
Expense Configuration screen.
|
Dates
| Field | Description |
|---|
| Date Edit
|
Select the type of date edit you wish to use with starting and ending dates for this
UDT02. The options are
Hard Edit,
Soft Edit, and
No Edit. The default is the value you established in the
General Options tab of the
General Configuration screen.
|
| Start Date
|
Click to the right of the field to select the start date of the
UDT02. You can edit this field at any time. Employees will not be able to charge time before the start date.
|
| End Date
|
Click to the right of the field to select the end date of the
UDT02. You can edit this field at any time. Employees will not be able to charge time after the end date.
|
| Inactive Date
|
Click to the right of the field to select the date the
UDT02 became inactive. This field is enabled only when the
Active check box is not selected.
|
Links
| Field | Description |
|---|
| UDT07 Required
|
Select this check box if a
UDT07 is required for the
UDT02. This option is not available if the
Use check box is not selected for
UDT07 in the
UDT Options tab of the
General Configuration screen or if you are did not link
UDT02s and
UDT07s in the
Options tab. The
UDT07 Links check box will be available if you have selected the
UDT07 Required check box.
|
| UDT01 Links
|
Select this check box to link UDT01s to this UDT02. The
UDT01 Links tab is active only if you select this check box. This check box is not available if the
Use check box is not selected for UDT01 in the
UDT Options tab of the
General Configuration
screen or if you did not link UDT01s and UDT02s in the
UDT Options tab. If you select this check box and link one or more direct UDT01s to the UDT02, and then deselect the check box, the direct UDT01 links will be deleted.
|
| UDT07 Links
|
Select this check box to link UDT07s to this UDT02. The
UDT07 Links tab will be active only if you select this check box. This check box will not be available if the
Use check box is not selected for UDT07 in the
UDT Options tab of the
General Configuration screen, if you did not link UDT02s with UDT07s in the
UDT Options tab, or if you have not selected the
UDT07 Required check box. If you select this check box and link one or more direct UDT07s to the
UDT02, and then deselect the check box, the direct UDT07 links will be deleted. The default value for this check box is unchecked.
|
| UDT09 Links
|
Select this check box to link UDT09s to this UDT02. The
UDT09 Links tab is active only if you select this check box. This check box will not be available if the
Use check box is not selected for UDT09 in the
UDT Options tab of the
General Configuration screen or if you did not link UDT02s with UDT09s in the
UDT Options tab. If you select this check box and link one or more direct UDT09s to the UDT02, and then deselect the check box, the direct UDT09 links will be deleted.
|
User Defined
The dynamic labels for these six fields are defined in the
Miscellaneous tab of the
General Configuration screen. If you do not define labels for these fields, they will be disabled here with a label of
N/A. The labels represent the data found in the "sample" database.
| Field | Description |
|---|
| Code 1
|
Enter up to a 20-character code in the user-defined field.
|
| Code 2
|
Enter up to a 20-character code in the user-defined field.
|
| Code 3
|
Enter up to a 20-character code in the user-defined field.
|
| Date 1
|
Click
to the right of the field to enter a date.
|
| Date 2
|
Click
to the right of the field to enter a date.
|
| Date 3
|
Click
to the right of the field to enter a date.
|
