MANAGE ACCOUNTS FOR EXPORT

Use this application to link Time Collection account types to Costpoint accounts. You can then export the account/Time Collection account type combination to Deltek Time Collection 5.x or greater via the Export Data to Deltek Time & Expense application. You can also assign Time Collection account types to accounts on the Manage Accounts screen.

This application is available if you are licensed for Deltek Time Collection and you selected the Time Collection 5.x option or greater in the Deltek Time & Expense group box on the Corporate Labor Settings subtask of the Configure Labor Settings screen. It is also available if you are licensed for Deltek Employee Expense and you selected the Time Collection 6.x option or greater in the Deltek Time & Expense group box on the Corporate Labor Settings subtask of the Configure Labor Settings screen.

Location

Select Time Collection Account Types

The table window in this group box displays the Time Collection Account Type codes that currently exist on the Manage Deltek Time and Expense Account Types screen.

To assign a Time Collection Account Type code to a Costpoint account:

1. In the Select Time Collection Account Types table, highlight the Time Collection Account Type code that you would like to link to a Costpoint account. A Costpoint account can only have one Time Collection account type code; however, you can assign the same Time Collection account type code to multiple Costpoint accounts.

2. In the Selected Time Collection Accounts table, highlight the Costpoint Account rows to which you would like to link the Time Collection Account Type code.

3. Click the Create Link button to assign the selected Time Collection Account Type code to the selected Costpoint Account rows in the Selected Time Collection Accounts table (the Time Collection Account Type and Description columns populate accordingly for each account row).

Time Collection Account Type

This field displays the account type code.

Time Collection Account Type Name

This field displays the name associated with the account type code.

Create Link

Click this button to assign the Time Collection Account Type to the selected Costpoint Account in the Selected Time Collection Accounts table.

Clear Link

Click this button to remove the Time Collection Account Type from the selected Costpoint Account in the Selected Time Collection Accounts table.

Selected Time Collection Accounts

This table displays your Costpoint account and the Time Collection Account Type code to which it is assigned. When you initialize the screen, this table window populates with all Costpoint accounts from the Manage Accounts screen. You can highlight one, multiple contiguous, or multiple non-contiguous account rows, and click the Create Link button to assign the Time Collection Account Type to the selected rows. To remove the link, highlight the rows in this table window and click the Clear Link button.

To select multiple contiguous accounts, hold the Shift key on your keyboard and highlight those rows with your cursor. To select multiple non-contiguous accounts, hold the Ctrl key on your keyboard and highlight those rows with your cursor.

Account

This field displays the account ID.

Account Name

This field displays the account name.

Time Collection Account Type

This field displays the Time Collection account type code that is assigned to this account.

Description

This field displays the description of the Time Collection Account Type code.