Use the fields and options to configure the Manage Projects for Export screen.
Table Window
Use this table to select and flag existing Costpoint projects as Time Collection projects, Expense projects, or Time & Expense projects, or as projects that should not be exported.
When you initialize the screen, the table window in this group box displays all projects from the Manage Project User Flow. After you highlight project rows, you can select the appropriate
Export Project Value from the drop-down list and click the
Assign Export Project Value button to assign the selected value to multiple projects. You can also assign export project values to each project using the
Export Project column in the table.
| Field | Description |
|---|
| Project
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This column displays the project ID.
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| Name
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This column displays the project name.
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| Export Project
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From the drop-down list, select the export project value of each project. Its contents depend on the Time Collection version selected on the Corporate Labor Settings subtask of the Configure Labor Settings screen and the licensing for Deltek Time & Expense. If you are licensed for both Deltek Time and Deltek Expense, valid options are:
- Expense Project: Select this option to assign an export project type of
Expense Project to the selected projects. Projects flagged as Expense projects are exported to Deltek Time Collection 5.x or the Deltek Expense module of Deltek Time & Expense and used in expense transactions. You cannot use the project in any Deltek Time or Deltek Time Collection timesheet transactions. This option is available only if you are licensed for Deltek Expense.
- Time & Expense Project: Select this option to assign an export project type of
Time & Expense Project to the selected projects. Projects flagged as Time & Expense projects are exported to Deltek Time & Expense or Deltek Time Collection 5.x and used in both expense and timesheet transactions. This option is available only if you are licensed for Deltek Expense.
- Time Collection Project: Select this option to assign an export project type of
Time Collection Project to the selected projects. Projects flagged as Time Collection projects are exported to Deltek Time Collection 5.x or the Deltek Time module of Deltek Time & Expense and used in timesheet entry. You cannot use the project in any Deltek Expense transactions.
- None: Select this option to assign an export project type of
Not Applicable to the selected projects. Projects flagged as not applicable are not exported to Deltek Time & Expense or Deltek Time Collection 5.x.
You can either assign an
Export Project value to each project using this drop-down list or you can assign
Export Project values to multiple projects using the
Assign Export Project Value button along with the
Export Project Value drop-down list at the bottom of the screen.
|
| Export Project Value
|
From the drop-down list, select the export project type options. Its contents depend on the Time Collection version selected on the Configure Labor Settings screen and the licensing for Deltek Time & Expense. If you are licensed for both Deltek Time and Deltek Expense, the following four options display:
- Expense Project: Select this option to assign an export project type of
Expense Project to the selected projects. Projects flagged as Expense projects are exported to Deltek Time Collection 5.x or the Deltek Expense module of Deltek Time & Expense and used in expense transactions. You cannot use the project in any Deltek Time or Deltek Time Collection timesheet transactions. This option is available only if you are licensed for Deltek Expense.
- Time & Expense Project: Select this option to assign an export project type of
Time & Expense Project to the selected projects. Projects flagged as Time & Expense projects are exported to Deltek Time & Expense or Deltek Time Collection 5.x and used in both expense and timesheet transactions. This option is available only if you are licensed for Deltek Expense.
- Time Collection Project: Select this option to assign an export project type of
Time Collection Project to the selected projects. Projects flagged as Time Collection projects are exported to Deltek Time Collection 5.x or the Deltek Time module of Deltek Time & Expense and used in timesheet entry. You cannot use the project in any Deltek Expense transactions.
- None: Select this option to assign an export project type of
Not Applicable to the selected projects. Projects flagged as not applicable are not exported to Deltek Time & Expense or Deltek Time Collection 5.x.
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| Assign Export Project Value
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Click this button to assign the
Export Project Value to the highlighted projects.
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