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How can we macth the timesheet charge code to the project charge code?

  • 1.  How can we macth the timesheet charge code to the project charge code?

    Posted Nov 14, 2017 06:02 AM

    We need assistance in building a process of updating the charge code on the selected task on approved timesheets with Project level charge code.



  • 2.  Re: How can we macth the timesheet charge code to the project charge code?

    Posted Nov 17, 2017 06:06 PM

    Madhur:

     

    If the rule is that the charge code for the Project should always be the charge code for your tasks, then the simplest solution is to remove all charge codes at the task level.  In that case, the time sheet charge code will default to the Project Charge Code. And, your standard configuration for time sheets should not expose the Charge Code field to users so that they will not be tempted to select a different charge code than the one you intend.

     

    If the scenario is that you have a mixture of activities on a project that require a different charge code than time sheet labor (Expenses, Equipment, etc.), then those activities should be on a different task than your labor, and those tasks can carry the charge code appropriate to that activity.  Since Charge Code is an attribute of the Task (and project) and is used to provide further financial description of that activity, elements that require different charge codes should not be mixed on a single task. 



  • 3.  Re: How can we macth the timesheet charge code to the project charge code?

    Posted Nov 21, 2017 04:30 AM

    Thank you so much for the response, Yes we have implemented the same & removed charge code from tasks.

     

    But the scenario here is what if the Project level charge code gets updated and we have to perform the timesheet adjustment where the task still poses the old charge code value on the timesheet. hence we are looking for a process/way to update tasks level charge code on timesheets everytime to match with the project level charge code.