Use this tab to configure the integration between Time & Expense and Costpoint when these systems are co-deployed.
Project Build Description
This tab only displays for Time & Expense systems that are co-deployed with Costpoint. Settings on this tab enable you to designate:
- Values from Costpoint that will display in the
Description field of the UDT 02 screen.
- Values from Costpoint that will map to the
User-Defined fields of the UDT01/UDT02 screens.
In the UDT 02 screen of Time & Expense, the value that displays in the
Description field for either projects or manufacturing orders (MOs) can be built from existing field values in Costpoint.
| Field | Description |
|---|
| Project Name
|
Use this field to configure the project description. Choose from the following options:
- None: Choose this option to leave the Description field empty.
- Project Level: This is the default value. Leave this option selected to display the project’s name based on the level.
- Top-Level Project: Choose this option to display the project’s top-level project and the name of the project.
- Project Long Name: Choose this option to display the value that exists in the Long Name field on the Details tab of
.
|
Project Mapping
There are three User-Defined fields that you can directly map to specific fields on the
screen in Costpoint. After the field is mapped, the value can be selected in the UDT02 screen of Time & Expense.
| Field | Description |
|---|
| User Defined Code 1-3
|
There are three User Defined Code fields. Each field includes the following options:
- None: This is the default setting. Leave this option selected if you do not want to map the field to Costpoint.
- Owning Org: Choose this option to map the field to
Owning Org the Basic Info tab of the Manage Project User Flow screen.
- Project Classification: Choose this option to map the field to
Project Classification
on the Basic Info tab of the Manage Project User Flow screen.
- Customer: Choose this option to map the field to
Customer on the Details tab of the Manage Project User Flow screen.
- Account Group: Choose this option to map the field to
Account Group on the Basic Info tab of the Manage Project User Flow screen.
- Abbreviation: Choose this option to map the field to
Abbreviation Classification on the Basic Info tab of the Manage Project User Flow screen.
|
MO Build Description
| Field | Description |
|---|
| Manufacturing Order Name
|
Use this field to configure the MO description. Choose from the following options.
- None: Use this option to leave the Description field empty.
- Use Build Part ID: This is the default value.
Leave this option selected to use the build part ID as the description. When this option is selected, the build part ID is appended to the build project ID to form the description.
Note: This option does not display if ITAR-related security is enforced for your company in a Cloud environment, such as for Costpoint GovCon Cloud Moderate customers.
- Use Build Part Description: Choose this option to use the description of build part as the description here. When this option is selected, the build part description is appended to the build project ID to form the description.
|
Account Mapping
| Field | Description |
|---|
| User Defined Code 1-2
|
There are two User Defined Code fields. Each field includes the following options:
- None: This is the default setting. Leave this option selected if you do not want to map the field to Costoint.
- Entry Group: Choose this option to map the field to
Account Entry Grp of the Manage Accounts screen.
- Account Type: Choose this option to map the field to
Project Classification
on the Basic Info tab of the Manage Project User Flow screen
|