9 3:applying Charge Codes

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[edit] The locations where charge code is applied

  • New/Edit Task
  • Task Properties>Resources
  • New Assignment dialog from My Assignments (both in the main frame, as well as for each resource)
  • Blog-it, when entering time against work
  • Timesheet. Timesheet is the only location to enter Non-work time and project time not associated with a task or assignable form
  • Assignable Forms
  • Assign Resources from the Workplan

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[edit] Charge Code Associations

Each person may have a different charge code associated with a task or assignable form. This is the charge code used when that person charges time against a task or assignable form. A person's charge code association with a task or assignable form is initially set when

  • a user explicitly sets a charge code for the task or assignable form in the timesheet
  • a user charges time against the task or assignable form in the timesheet
  • a user charges time against the task or assignable form by submitting Blog-It which includes reported time

[edit] Charging Time with Blog-it

If charge code feature is enables and user try to blog-it against a task or assignable form, and the time reporting area is shown, a charge code selection field is displayed as well

  • It displays the charge code currently being used by user for charging time against the task or assignable form
  • If the user has not yet charged time against the task or assignable form (in either the timesheet or Blog-it), then
    • If the user has already set a charge code for that task or assignable form (in the timesheet or Blog-it), that charge code is displayed
    • Else if a default value should be used i.e. charge code set while creating New Task/Form Record.
    • Else no charge code is displayed and "NONE" will be shown.
  • User can change charge code from a pulldown menu of enabled work charge codes (which does not contain NONE) in blog-it window if
    • Time is not charged against the task or assignable form in either the timesheet or Blog-it, or
    • The current charge code is disabled. When the user chooses a new charge code from the pulldown in this case, and the user has already made charges against the task or assignable form, a warning message is popped up: "This action will change all your existing time entries for this task to this new charge code", allowing the user to either "Yes" or "No"

If the charge code field is empty (i.e. no charge code is associated with the task or assignable form for that user), then

  • the time entry field(s) in the time report area are grayed and disabled
  • when the user clicks in a time entry field in the time report area, a warning pops up indicating that "A charge code must be chosen from the charge code pulldown menu before time can be reported. Charge codes can be changed at a later time."

If the current charge code displayed is disabled, then

  • the charge code is grayed
  • the time entry field(s) in the time report area are grayed and disabled
  • when the user clicks in a time entry field in the time report area, a warning pops up indicating that "The charge code is disabled. A new charge code must be chosen from the charge code pulldown menu before time can be reported"
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