Special Categories Dialog Box

Use the Special Categories dialog box to set up special labor charge categories for Timesheet users. The fields on the dialog box are the same as those on the Timesheet Special Categories form. The dialog box gives you an easier way to add and edit information.

SQL Queries

You can use SQL queries to identify the projects, phases, tasks, labor codes, and labor categories associated with special categories. Commonly used variables for these SQL queries are:

• :emp
• :wbs1
• :wbs2
• :wbs3
• :laborcode
• :billcat
• :activecompany (Multicompany)

Multicompany and Special Categories

If your firm uses the Multicompany feature, you must configure special categories for each company in your enterprise. For timesheet-related queries, it is important to note that an employee may be associated with multiple companies. For this reason, queries that reference a company-specific field (such as Organization) should use the EMAllCompany view to search all the companies associated with the employee, and then use the :activecompany variable to look at the company-specific record for the timesheet's active company.

For example, to select the correct WBS2 for a Multicompany employee entering a timesheet, you need to know all of the company records for that employee, as well as which company record matches the active company for the timesheet.

SELECT WBS2 FROM PR INNER JOIN EMAllCompany ON LEFT(EMAllCompany.Org.2) = LEFT(PR.Org.2) WHERE PR.WBS1 = 'SPECIAL' AND EMAllCompany Employee = :emp AND EMAllCompany.EmployeeCompany = :activecompany AND PR.WBS2 <> ' '

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
2. Double-click any field in the grid, or click in a field and then click Edit.

Contents

Field	Description
Group	You can set up timesheet special categories for all employees or for specific employee groups: The special categories you set up for all employees appear on the timesheets of all employees, regardless of their group affiliation. The special categories you set up for specific employee groups appear only on the timesheets of employees belonging to those groups. Note the following: You must enter the group name in the Employee Group field on the Timesheet Special Categories form. Employee Group is active only when you click New > New Group Categories. When you enter a group in this field, it automatically displays in the Group field on the Special Categories dialog box. To set up special categories for use by all employees, select the [All Groups] option from the drop-down list in the Employee Group field. To set up special categories for use by a specific group of employees, use the drop-down list in the Employee Group field to select an employee group. The Group drop-down list only displays employee groups for which you have not yet set up any special categories. To add categories to an established group, click on the Timesheet Special Categories form and select the group from the Timesheet Category Lookup. Vision displays the selected group in Employee Group.
Category	Enter a unique code for this special category. You must enter the category name in Category on the Timesheet Special Categories form. When you enter a name in this field, it automatically displays in Category on the Special Categories dialog box.
Description	Enter a description for this special category. The description you enter here appears on user timesheets.
Sort Order	Enter a sort order number for this special category. The sort order number determines the order in which special categories appear on user timesheets.
Project	Select one of the following options from the drop-down list in this field. Select Project to enter a single project number in Single Project. Select Query to enter a project query in Project Query. The option you select determines which project fields are enabled on the Special Categories dialog box.
Single Project	If there is a single project associated with this special category, enter the project number in this field. Enter an project number directly in this field, or use the Quick Find feature to select a project from the Project Lookup. If the project varies by employee, do not enter a project number in this field. Select Query in the Project field and enter a project query.
Project Query	Enter a SQL query to identify the appropriate project for this special category. Use a project query only if the project varies by employee.
Phase	Select one of the following options from the drop-down list in this field. Select Phase to enter a single phase number in Single Phase. Select Query to enter a phase query in Phase Query. The option you select in this field determines which phase fields are enabled on the Special Categories dialog box.
Single Phase	If there is a single phase associated with this special category, enter the phase number in this field. To enter a phase number in this field, you must first select Phase in the Phase field. Enter a phase number directly in this field, or use the Quick Find feature to select a phase from the Phase/Task Lookup. If the phase varies by project or employee, do not enter a phase number in this field. Select Query in the Phase field and enter a phase query.
Phase Query	Enter a SQL query to identify the appropriate phase for this special category. Use a phase query only if the phase varies by project or employee.
Task	Select one of the following options from the drop-down list in this field. Select Task to enter a single task number in Single Task. Select Query to enter a task query in Task Query. The option you select determines which task fields are enabled on the Special Categories dialog box.
Single Task	If there is a single task associated with this special category, enter the task number in this field. Enter a task number directly in this field, or use the Quick Find feature to select a task from the Phase/Task Lookup. If the task varies by project, phase, or employee, do not enter a task number in this field. Select Query in the Task field and enter a task query.
Task Query	Enter a SQL query to identify the appropriate task for this special category. Use a task query only if the task varies by project, phase, or employee.
Labor Code	Select one of the following options from the drop-down list in this field. Select Labor Code to enter a single labor code in Single Labor Code. Select Query to enter a labor code query in Labor Code Query. The option you select determines which labor code fields are enabled on the Special Categories dialog box.
Single Labor Code	If there is a single labor code associated with this special category, enter the labor code in this field. Enter a labor code directly in this field, or use the Quick Find feature to select a labor code from the Labor Code Lookup. If the labor code varies by project, phase, task, or employee, do not enter a labor code number in this field. Select Query in the Labor Code field and enter a labor code query.
Labor Code Query	Enter a SQL query to identify the appropriate labor code for this special category. Use a labor code query only if the labor code varies by project, phase, task, or employee.
Labor Category	Select one of the following options from the drop-down list in this field. Select Labor Category to enter a single labor category in Single Category. Select Query to enter a labor category query in Category Query. The option you select determines which labor category fields are enabled on the Special Categories dialog box. The Labor Category fields display on the Special Categories dialog box only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning.
Single Category	If there is a single labor category associated with this special category, use the drop-down list in this field to select the category. If the labor category varies by project, phase, task, labor code, or employee, do not enter a labor category in this field. Select Query in the Labor Category field and enter a labor category query. The Labor Category fields display on the Special Categories dialog box only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning.
Category Query	Enter a SQL query to identify the appropriate labor category for this special category. Use a labor category query only if the labor category varies by project, phase, task, labor code, or employee The Labor Category fields display on the Special Categories dialog box only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning.
Require Employees to Enter Start and End Times	This option is visible only if Enable start/end time feature is selected on the Setup Tab of Company Timesheet Configuration. Select this option if want users who are required to enter start/end times on their timesheets to enter times when charging hours to this category. When the option is not selected, Vision does not require enter start/end times for this category.

Grid Options

Field	Description
OK	Click OK to close the Special Categories dialog box and return to the Timesheet Special Categories form. Any entries you made on the Special Categories dialog box now appear on the Timesheet Special Categories form.
Help	Click Help to view help for the Special Categories dialog box.