Costpoint Help

Contents

Subtask Fields

Field Description
Charge Tree Code This non-editable field displays the charge tree code whose charges are being edited.
Charge Branch Code This non-editable field displays the charge branch code whose charges are being edited.
Charge Code This non-editable field displays the charge code whose charges are being edited.
Override Description You can override the description of the Charge by entering a value in this field. If the employee does a Lookup in Deltek Time or Deltek Expense, the Charge/Branch Description will display the value that you enter here. This field will also be shown on the Charge Branch/Charge table in the Description field.
Costpoint Company This drop-down list displays only if you have configured your system to use the Costpoint multicompany feature and you are using either UDT06 or UDT07, or both. Select the Costpoint company that you want to associate with the UDT06/UDT07. All Costpoint companies set up in your system are available for selection, and an additional value, None, is also available. The default shown will be the Costpoint company that was selected previously for the Charge. If a Costpoint company was not previously selected then None will display as the default. You can configure your system to use Costpoint multicompany by selecting the appropriate check box in the Miscellaneous tab of the Configure General Settings screen. Establish UDT06 and UDT07 usage in the UDT Options tab of the Configure General Settings screen. If you use Lookup in the UDT06 or UDT07 fields, the values that display are those associated with the Costpoint Company you select. If the Costpoint company is None (you do not select a Costpoint Company), the UDT06 and UDT07 fields will be disabled. If you change the Costpoint Company value from a company to None, the UDT06 and UDT07 values will be cleared and the fields disabled. If you change the Costpoint company value from "None" to a company, the UDT06 and UDT07 fields will be enabled.
Field Description
Active Select this check box if the charge should be active in the system. The default value is selected.
Require Comment Select this check box if the employee is required to enter a comment.
Restrict Access Select this check box to restrict access to the charge. In the Charge Restrictions subtask, specify which employees can have access to this charge. If you do not select this check box, the charge is available.
UDT01 Click to the right of the field to select an UDT01 or enter a value. If an UDT01 value was previously saved for this charge, it will display as the default.
UDT02 Click to the right of the field to select a UDT02 or enter a value. If a UDT02 value was previously saved for this charge, it will display as the default. If you are linking a UDT02 and an UDT01, you must supply one of them in this screen. If you are not linking a UDT02 and an UDT01, you must enter an UDT01 in this screen. This application does not perform link validations. If you are linking a UDT02 and an UDT01, be sure that the UDT02 and/or UDT01 is valid.
UDT03 Click to the right of the field to select a UDT03 or enter a value. If a UDT03 value was previously saved for this charge, it will display as the default.
UDT04 Click to the right of the field to select a UDT04 or enter a value. If a UDT04 value was previously saved for this charge, it will display as the default.
UDT05 Click to the right of the field to select a UDT05 or enter a value. If a UDT05 value was previously saved for this charge, it will display as the default.
UDT06 Click to the right of the field to select a UDT06 or enter a value. If a UDT06 value was previously saved for this charge, it will display as the default. If you are using the Costpoint multicompany feature and have selected a Costpoint company, only UDT06s assigned to the selected company will display in Lookup. If you enter a UDT06 manually, it must be a UDT06 for the selected company. If it is not for the selected company, you will receive an error when you click OK. If you selected a value of None for Costpoint Company, this field will be disabled.
UDT07 Click to the right of the field to select a UDT07 or enter a value. If a UDT07 value was previously saved for this charge, it will display as the default. If you are using the Costpoint multicompany feature and have selected a Costpoint Company, only UDT07s assigned to the selected company will display in Lookup. If you enter a UDT07 manually, it must be a UDT07 for the selected company. If it is not for the selected company, you will receive an error when you select the OK button. If you selected a value of None for Costpoint Company, this field will be disabled.
UDT08 Click to the right of the field to select a UDT08 or enter a value. If a UDT08 value was previously saved for this charge, it will display as the default.
UDT09 Click to the right of the field to select an UDT09 or enter a value. If an UDT09 value was previously saved for this charge, it will display as the default.
UDT10 Click to the right of the field to select a UDT010 or enter the value. If a UDT010 value was previously saved for this charge, it will display as the default.
UDT11 Click to the right of the field to select a UDT011 or enter the value. If a UDT011 value was previously saved for this charge, it will display as the default.
UDT12 Click to the right of the field to select a UDT012 or enter the value. If a UDT012 value was previously saved for this charge, it will display as the default.
UDT13 Click to the right of the field to select a UDT013 or enter the value. If a UDT013 value was previously saved for this charge, it will display as the default.
UDT14 Click to the right of the field to select a UDT014 or enter the value. If a UDT014 value was previously saved for this charge, it will display as the default.
UDT15 Click to the right of the field to select a UDT015 or enter the value. If a UDT015 value was previously saved for this charge, it will display as the default.
Budgeted Hours Use this field to update the hours budgeted for this project. The field provides a convenient way for you to update hours directly from Deltek Time & Expense, rather than from an SQL script. The hours you enter here display in the Budgeted Hours column at the far right side of the Charge Trees table. Your updated hours are saved to the database, along with the other charge-related data. This field is optional. The sole purpose of this field is to enable you to update the Budgeted Hours field from Deltek Time & Expense. Nothing is done with these hours beyond storing them in the database.

Parent Topic:

Update Charge Code Subtask