Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Update Charge Tree Subtask

Use the Edit Charge Trees subtask to edit existing charge trees.

Location

To display the form, complete the following step:

  1. Click Time & Expense > Configuration > Master Data > Maintain Charge Tree > Update Charge Tree.

Contents

Subtask Fields

Field Description
Charge Tree Code

This non-editable field displays the charge tree code that you are editing.  

Charge Tree Description

Enter up to 30 characters for a charge tree description.

Restrict Access

Select this check box to restrict access to the charge tree. In the Tree Restrictions subtask, specify which employee groups have access to this charge tree.

Note: If you do not select this check box, the charge tree will be available.
Save

Click Save to update the charge tree in the system. The charge tree is updated in the display table.

If you change the Restrict Access check box from selected to not selected, the system displays the following confirmation message: "Do you want to remove group restrictions from lower level charge branches?"

If you select Yes, all employee group restrictions that are set up for the charge tree and in the lower branches are removed.  If there are branches in the tree with the Restrict Access check box selected, they are updated to unchecked.

If you select No, the lower branch level restrictions remains in place and only the employee group restrictions associated with the tree level is removed.