Base/Link Tables Tab
Use the Base/Link Tables tab to choose the base and link tables that will be exported from Costpoint into Deltek Time Collection 5.x or Deltek Time & Expense.
In this tab, you can map Deltek Time Collection 5.x or Deltek Time & Expense user-defined codes and dates to Costpoint values.
Base Tables
Use this group box to choose which tables you would like to include in the export process.
UDT refers to user-defined tables in Deltek Time Collection 5.x and Deltek Time & Expense. For example, the UDT01 table is used to store accounts and the UDT02 table is used to store projects. Similarly, Deltek Time Collection 5.x and Deltek Time & Expense also store linkages between tables. For example, a link between and Account table and a Project table is LINK12, where 1 refers to the account, and 2 refers to the project.
| Field | Description |
|---|---|
| Account (UDT01) |
Select this checkbox to include those accounts that have been assigned a Time Collection Account Type on the Manage Accounts screen, or those account/account type combinations that were created on the Manage Deltek Time and Expense Accounts screen. This information is exported to the UDT01_ YYYYMMDDHHMMSS.CSV file. Selecting this checkbox enables the three user-defined drop-down lists in the Account Mapping group box. If you select both this checkbox and the Project (UDT02) checkbox, the Account/Project Link (LINK12) checkbox becomes enabled. Similarly, if you select both this checkbox and the Organization (UDT09) checkbox, the Account/Org Link (LINK19) checkbox becomes enabled. If you select this checkbox and the Employee History checkbox on the Employee Information tab, the Account (UDT01) checkbox is enabled in the Basic Timesheet Defaults group box on the Employee Information tab. If you select both this checkbox and the Manufacturing Orders (UDT02) checkbox, the MO Accounts (LINK12) checkbox becomes enabled. If you clear this checkbox, the following is cleared and disabled:
|
| Project (UDT02) |
Select this checkbox to include those projects whose Export Project value is Time Collection Project, Expense Project, or Time & Expense Project on the Basic Info tab of the Manage Project User Flow. This information is exported to the UDT02_ YYYYMMDDHHMMSS.CSV file. Selecting this checkbox enables the three User-Defined drop-down boxes in the Project Mapping group box, and the Charge Trees checkbox on the Charge Trees tab. If you select both this checkbox and the Organization (UDT09) checkbox, the Project/Org Link (LINK29) checkbox becomes enabled. If you select both this checkbox and the PLC (UDT07) checkbox, the Project/PLC Link (LINK27) checkbox becomes enabled. Similarly, if you select both this checkbox and the Account (UDT01) checkbox, the Account/Project Link (LINK12) checkbox becomes enabled. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the Project (UDT02) checkbox is enabled in the Basic Timesheet Defaults group box on the Employee Information tab. If you clear this checkbox, the following is cleared and disabled:
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| Labor Location (UDT03) |
Select this checkbox to export all labor locations to the UDT03_ YYYYMMDDHHMMSS.CSV file. Labor location/local codes are originally established on the Manage Labor Locations/Locals screen. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the Labor Location (UDT03) checkbox becomes enabled on the Employee Information tab. If the Labor Location (UDT03) checkbox is already selected on the Employee Information tab and you clear the Labor Location (UDT03) checkbox in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Labor Location (UDT03) checkbox will be unchecked in the Employee subtask." If you click OK, the Labor Location (UDT03) checkbox is cleared and disabled on the Employee Information tab. |
| GLC (UDT06) |
Select this checkbox to export all general labor categories to the UDT06_ YYYYMMDDHHMMSS.CSV file. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the GLC (UDT06) checkbox becomes enabled on the Employee Information tab. If the GLC (UDT06) checkbox is already selected on the Employee Information tab and you clear the GLC (UDT06) checkbox in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default GLC (UDT06) checkbox will be unchecked in the Employee subtask." If you click OK, the GLC (UDT06) checkbox is cleared and disabled on the Employee Information tab. |
| PLC (UDT07) |
Select this checkbox to export all project labor categories to the UDT07_ YYYYMMDDHHMMSS.CSV file. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the PLC (UDT07) checkbox on the Employee Information tab becomes enabled. If you clear this checkbox, the Project/PLC Link (LINK27) checkbox is disabled, as well as the Project Work Force checkbox (if the Charge Trees checkbox is selected) on the Charge Trees tab. If the PLC (UDT07) checkbox is already selected on the Employee Information tab and you clear the PLC (UDT07) checkbox in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default PLC (UDT07) checkbox will be unchecked in the Employee subtask." If you click OK, the PLC (UDT07) checkbox is cleared and disabled on the Employee Information tab. |
| Worker's Compensation (UDT08) |
Select this checkbox to export all workers' compensation codes to the UDT08_ YYYYMMDDHHMMSS.CSV file. Workers' compensation codes are established on the Manage Workers' Compensation Codes screen. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the Worker's Comp (UDT08) checkbox is enabled on the Employee Information tab. If the Worker's Comp (UDT08) checkbox is already selected on the Employee Information tab and you clear the Worker's Compensation (UDT08) checkbox on the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Workers Comp (UDT08) checkbox will be unchecked in the Employee subtask." If you click OK, the Worker's Comp (UDT08) checkbox is cleared and disabled on the Employee Information tab. |
| Organization (UDT09) |
Select this checkbox to export organizations to the UDT09_ YYYYMMDDHHMMSS.CSV file. Organization information is established in Costpoint General Ledger. Only those organizations that have been set up for export on the Manage Organizations for Export screen are exported. You can also set up organizations for export by selecting the Time Collection Organization checkbox on the Manage Organization Structures screen and the Manage Organization Elements screen. If you select both this checkbox and the Project (UDT02) checkbox, the Project/Org Link (LINK29) checkbox becomes enabled. If you select both this checkbox and the Account (UDT01) checkbox, the Account/Org Link (LINK19) checkbox is enabled. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the Organization (UDT09) checkbox is enabled on the Employee Information tab. If you clear this checkbox, the Organization (UDT09) checkbox on the Employee Information tab is disabled, as well as the Project/Org Link (LINK29) and Account/Org Link (LINK19) checkboxes. If the Organization (UDT09) checkbox is already selected on the Employee Information tab and you clear the Organization (UDT09) checkbox in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Organization (UDT09) checkbox will be unchecked in the Employee subtask." If you click OK, the Organization (UDT09) checkbox is cleared and disabled on the Employee Information tab. |
| Pay Type (UDT10) |
Select this checkbox to export all Pay Types to the UDT10_ YYYYMMDDHHMMSS.CSV file. Pay Type codes are established on the Manage Pay Types screen. If the Pay Type (UDT10) checkbox is already selected on the Employee Information tab and you clear the Pay Type (UDT10) checkbox in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Pay Type (UDT10) checkbox will be unchecked in the Employee subtask." If you click OK, the Pay Type (UDT10) checkbox is cleared and disabled on the Employee Information tab. |
| Company (CP_COMPANY) |
Select this checkbox to export all companies to the CP_COMPANY_ YYYYMMDDHHMMSS.CSV file. Company codes are established on the Set Up Company screen. This checkbox is automatically selected and disabled if the Deltek Time & Expense Version is Time & Expense 6.x or greater on the Configure Labor Settings screen and you have more than one company in the Company table. If you have only one company in the Company table or the Deltek Time & Expense Version is earlier than Time & Expense 6.x on the Configure Labor Settings screen, this checkbox is automatically cleared and disabled. |
| Tax Codes (TAX_CODE) |
Select this checkbox to export all sales/value added tax codes to the TAX_CODE_ YYYYMMDDHHMMSS.CSV file. Tax codes are established on the Manage Sales or Value Added Taxes screen. This checkbox is enabled if the Deltek Time & Expense Version is Time & Expense 7.x or greater on the Configure Labor Settings screen and if you are exporting employee data. Note that you must assign a tax type to each tax code after importing the TAX_CODE file into Deltek Time & Expense. |
| Expense Payments |
Select this checkbox to export all expense or advance payment data to the EXPENSE_REPORT_PAYMENT_YYYYMMDDHHMMSS.CSV file. This checkbox is available only if the Deltek Time & Expense Version is Time & Expense 8.x or greater on the Configure Labor Settings screen and if you are exporting employee data. |
| Reference 1 (UDT04) |
Select this checkbox to export all reference 1 IDs to the UDT04_ YYYYMMDDHHMMSS.CSV file. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the Reference 1 (UDT04) checkbox becomes enabled on the Employee Information tab. If the Reference 1 (UDT04) checkbox is already selected on the Employee Information tab and you clear the Reference 1 (UDT04) checkbox in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Reference 1 (UDT04) checkbox will be unchecked in the Employee subtask." If you click OK, the Reference 1 (UDT04) checkbox is cleared and disabled on the Employee Information tab. |
| Reference 2 (UDT05) |
Select this checkbox to export all reference 2 IDs to the UDT05_ YYYYMMDDHHMMSS.CSV file. If you select this checkbox and the Employee History checkbox is selected on the Employee Information tab, the Reference 2 (UDT05) checkbox becomes enabled on the Employee Information tab. If the Reference 2 (UDT05) checkbox is already selected on the Employee Information tab and you clear the Reference 2 (UDT05) checkbox in the Base/Link Tables tab, Costpoint displays the following warning message: "The timesheet default Reference 2 (UDT05) checkbox will be unchecked in the Employee subtask." If you click OK, the Reference 2 (UDT05) checkbox is cleared and disabled on the Employee Information tab. |
Link Tables
Select the applicable checkboxes in this group box to export linked tables.
When you set up the Export Data to Deltek Time and Expense (LDPDTC) screen to transfer link table information (LINK12, LINK19, LINK27, or LINK29), the application will insert records into the permanent work tables instead of into an export file. Deltek Time and Expense will also use the work tables to validate data. For co-deployed installations, this means that you are no longer required to export/import these link tables using a CSV file.
| Field | Description |
|---|---|
| Account/Project Link (LINK12) |
Select this checkbox to export all Account/Project links to the LINK12_ YYYYMMDDHHMMSS.CSV file. This checkbox is enabled if you selected both the Account (UDT01) and Project (UDT02) checkboxes in the Base Tables group box and if you are exporting employee data. If the Project's Limit Accounts checkbox is selected on the Basic Info tab of the Manage Project User Flow, LINK12 records for that project are based on the Maintain Project/Account Validation table. If you selected the project's Limit Which Orgs can charge specific Accts checkbox on the Basic Info tab of the Manage Project User Flow, LINK12 records for that project are based on the Maintain Valid Project/Account/Orgs table. An Account/Project link is exported only if the project is flagged as a Time Collection Project, an Expense Project, or a Time & Expense Project on the Manage Deltek Time and Expense Projects screen, the account has a Time Collection Account Type assigned to it, and the account has an active link to the project's Account Group. |
| Project/PLC Link (LINK27) |
Select this checkbox to export all project/PLC links to the LINK27_ YYYYMMDDHHMMSS.CSV file. This checkbox is enabled if both the PLC (UDT07) and Project (UDT02) checkboxes are selected in the Base Tables group box and if you are exporting employee data. Project/PLC links are established on the Link Project Labor Categories to Projects screen. A Project/PLC link is exported only if the project is flagged as a Time Collection Project, an Expense Project, or a Time & Expense Project on the Manage Deltek Time and Expense Projects screen. |
| Account/Org Link (LINK19) |
Select this checkbox to export all Account/Org links to the LINK19_ YYYYMMDDHHMMSS.CSV file. This checkbox is enabled if both the Account (UDT01) and Organization (UDT09) checkboxes are selected in the Base Tables group box and if you are exporting employee data. Establish Account/Org links on the Link Accounts/Organizations screen. Only those organizations that have been set up for export on the Manage Deltek Time and Expense Organizations screen are exported. You can also set up organizations for export by selecting the Time Collection Organization checkbox on the Manage Organization Structures screen or the Manage Organization Elements screen. |
| Project/Org Link (LINK29) |
Select this checkbox to export all Project/Org links to the LINK29_ YYYYMMDDHHMMSS.CSV file. This checkbox is enabled if both the Project (UDT02) and Organization (UDT09) checkboxes are selected in the Base Tables group box and if you are exporting employee data. If you selected the Project's Limit Orgs checkbox on the Basic Info tab of the Manage Project User Flow, LINK29 records for that project are based on the Maintain Project/Organization Validation table. If you selected the Project's Limit Which Orgs can charge specific Accts checkbox on the Basic Info tab of the Manage Project User Flow, LINK29 records for that project are based on the Maintain Valid Project/Account/Orgs table. A Project/Org link is exported only if the project is flagged as a Time Collection Project, an Expense Project, or a Time & Expense Project on the Manage Deltek Time and Expense Projects screen. Only those organizations that have been set up for export on the Manage Deltek Time and Expense Organizations screen are exported. You can also set up organizations for export by selecting the Time Collection Organization checkbox on the Manage Organization Structures screen or the Manage Organization Elements screen. |
Manufacturing Orders
You can enter manufacturing order information in Costpoint Production Control, where you can plan the production of manufactured items. You can then allocate timesheet charges to a particular manufacturing order for M (Manufacturing Order) timesheet lines.
| Field | Description |
|---|---|
| Manufacturing Orders (UDT02) |
Select this checkbox to export Manufacturing Orders as chargeable projects. If you select this checkbox, the following checkboxes are enabled:
Work Centers (UDT04),
Routings (UDT07), and the
Manufacturing Orders checkbox in the
Charge Tree Type(s) group box on the Charge Trees tab. Selecting this checkbox exports MO data to the following files when the download is complete:
If you select both this box and the Accounts (UDT01) checkbox, the MO Accounts (LINK12) checkbox becomes enabled. |
| Work Centers (UDT04) |
You can establish and maintain work center information in Costpoint Routings. Work centers make up your production processes (for example, a group of machines and/or a group of employees responsible for building products). Select this checkbox to export work center data for manufacturing orders charging. If you select this checkbox, work centers are exported from the Maintain Work Centers table to the UDT04_YYYYMMDDHHMMSS.CSV file. If you selected the Manufacturing Orders (UDT02) checkbox and the Work Center checkbox is cleared in the Timesheet Entry Requirements group box on the Configure Production Control Settings screen, the Work Centers (UDT04) checkbox is enabled. Otherwise, if you selected the and the Work Center checkbox on the Configure Production Control Settings screen, the Work Centers (UDT04) checkbox is selected and disabled. |
| Routings (UDT07) |
You can establish and maintain routings information in Costpoint Routings, and you can assign it to manufacturing orders on the Manage Manufacturing Orders screen. You use routings to generate travelers for manufacturing orders and define capacity planning, shop floor control, lead-time calculation, and standard costing information. Select this checkbox to export MO Labor Operation data for Manufacturing Orders charging. If you select this checkbox, Labor Operations data from the Routings subtask (on the Manage Manufacturing Orders screen) are exported to the UDT07_YYYYMMDDHHMMSS.CSV file. If you select the Manufacturing Orders (UDT02) checkbox and the Operation Sequence Number checkbox is cleared in the Timesheet Entry Requirements group box on the Configure Production Control Settings screen, the Routings (UDT07) checkbox is enabled. Otherwise, if the Manufacturing Orders (UDT02) checkbox is selected and the Operation Sequence Number checkbox is selected on the Configure Production Control Settings screen, the Routings (UDT07) checkbox is selected and disabled. If you select this checkbox, the is enabled. |
| MO Accounts (LINK12) |
Select this checkbox to export MO WIP Accounts. This checkbox is enabled only if you selected the Accounts (UDT01) and Manufacturing Orders (UDT02) checkboxes. If you select this checkbox, MO WIP Account data is exported to the LINK12_YYYYMMDDHHMMSS.CSV file. |
| MO/Routing Link (LINK27) |
Select this checkbox to export manufacturing order/routing links. This checkbox is enabled only if you selected the Routings (UDT07) and Manufacturing Orders (UDT02) checkboxes. If you select this checkbox, MO Routing link data is exported to the LINK27_YYYYMMDDHHMMSS.CSV file. |