Costpoint Online Help

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Account Types

Use the Account Types screen to associate business rules with UDT01 codes. You should set up the UDT01 types before you set up or import UDT01 information.

At the type level, you can specify the daily minimum and maximum hours. For example, for Holiday leave, you could specify a minimum of eight hours and a maximum of eight hours. This edit would require Holiday leave to be recorded in eight-hour increments.

With Costpoint also has account types. You must set up your UDT01 types in Deltek Time. You can set up additional leave types in Deltek Time for tracking purposes, if needed.

Location

Display the screen to view UDT01 Types.

To display the screen, complete the following step:

  1. Click Time & Expense > Configuration > General Controls > UDT01 Types.

Contents

Identification

Field Description
Account Type Code

Enter a 10-character, uppercase alphanumeric UDT01 type code. Each UDT01 Type Code must be unique. Although this code does not display in other screens, you should assign a meaningful code because this field can be used in user-defined reports/inquiries.

Description

Enter an UDT01 type description of up to 30 characters. Because they are used in drop-down boxes and as column headings for reports/inquiries, make descriptions as short as possible and properly capitalized. Each UDT01 type description must be unique.

Type

Select the appropriate type for this UDT01. This will designate UDT01s of this type to be either for Deltek Time, Deltek Expense, or both. The possible options are Time, Expense, and Both.

Note: If you are licensed for Deltek Time only, the field will default to Time and will not be editable. If you are licensed for Deltek Expense only, the field will default to Expense and will not be editable. If you are licensed for both Deltek Time and Deltek Expense, the field will default to Both, but you will be able to change the value if you wish.

Options

Field Description
Daily Min Hours

Enter the minimum number of regular hours that can be charged to UDT01s assigned to this UDT01 type for any specific day on an employee's timesheet. For example, you could have the UDT01 type to which holiday charges are assigned require a minimum of eight hours per day.

Daily Max Hours

Enter the maximum number of regular hours that can be charged to UDT01s assigned to this UDT01 type for any specific day on an employee's timesheet. For example, you could have the UDT01 type to which vacation charges are assigned require a maximum of eight hours per day.

Utilization Code

Use this drop-down list to select the utilization code with which this UDT01 type will be associated.

Billable

Select this check box if you wish the UDT01s assigned to this type to be billable.

Future

Select this check box if UDT01 codes assigned to this UDT01 type can be charged in advance. Leaving the check box blank restricts future charging.

Export

Select this check box if you want UDT01s assigned to this UDT01 type to be exported using the standard interfaces. Leaving the check box blank will cause UDT01s assigned to this UDT01 type to be automatically marked as processed, and they will not be exported during the export process.

Counts Toward Overtime

Select this check box to include hours charged to this UDT01 type as hours worked for overtime. If sick and vacation charges do not count toward overtime under your company policy, do not select this check box for UDT01 types with which these charges are associated.  

Time In/Out

Select this check box to include this UDT01 type in the calculation of hours worked for time in/out purposes. This check box is unselected by default.

Start/Stop Times

Select Start/Stop Times if you want employees to be able to enter work start and stop times for UDT01 codes assigned this UDT01 type.

Note: Time & Expense with ESS only allows entry of start and stop times for specific UDT01 charge codes if this check box is selected for the UDT01 's type, and the employee's timesheet class is set up to require start and stop times for work detail.
Prorate

Select this check box to have the hours for UDT01s assigned to this UDT01 type prorated during timesheet calculations. This check box is not selected by default. See the Special Topic on Hour Proration for more details.

Note: You cannot delete an UDT01 type if it is set as the default UDT01 type in the General Options tab of the General Configuration screen, or if it is being used as an UDT01 type for an existing account.
Distribute Calculated Overtime

This checkbox is automatically selected if Count Towards Overtime is checked, or if Count Towards Overtime is clear, this check box is not selected.

If the check box is selected, you can clear the setting if you do not want the UDT01 to be allocated towards overtime. For example, if you want PTO to count towards overtime for the purpose calculating hours on the timesheet, but you did not want the hours to be allocated to overtime, you would clear the check box.