Use this tab to view and edit existing
unit tables.
On this tab, you can add units to existing
unit
tables, but you must enter new
unit tables in
in the desktop application.
Contents
| Field | Description |
|---|
| Unit Tables Search
|
Use the search field to search for and select the
unit table that you want to review or update. Type a
unit table name in the search field or click the filter drop-down arrow
 on the left side of the search field and select one of the following search types:
- Active: This displays active
unit tables.
- All: This displays all
unit tables.
- Mine: This displays your
unit tables.
- Custom: This displays the Custom Search dialog box where you can create and apply a custom search filter, which you can save for future use.
For information about creating and using searches, see the following topics in Basics:
|
 # of #
|
Click the view previous
and view next
icons to scroll through the
unit table records and open a different
unit table on the tab. The numbers show you which
unit table you are viewing out of the total number records returned in the search.
|
| + New
Unit Table
|
You must go to
in the desktop application to add a new
unit.
|
| Save and Cancel
|
The
Save and
Cancel options display when you select
. While the
Save and
Cancel options are displayed, the
Actions Menu is hidden. When you edit at least one setting for
unit tables, the
Save option is enabled. Click
Save to save the changes or
Cancel to discard the changes you made to the unit tables settings. After you save or discard your changes, the
Save and
Cancel options are hidden and the
Actions Menu is displayed again.
|
| Actions Menu
|
Use the items on the
Actions menu to perform any of the following
tasks:
- Edit: Select this option to edit the fields above the grid on the
Unit Tables tab. All the fields expand, so you can easily make changes and entries in the fields. Click
Save to save your edits. Click
Cancel to return the
Unit Tables tab to view mode without saving your edits.
- Copy
Unit Table: You must go to
in the desktop application to copy a
unit table to create another new
unit table.
- Delete
Unit Table: Select this option to delete the current
unit table record. You can delete only
unit tables that are not currently in use in another application.
|
| Status
|
This indicates the status for the
unit table. To change the status, click
Edit on the
Actions menu. In the
Status field, you can choose:
-
Active: Select this option to allow users to select units from this
unit table in other
DPS applications, such as Timesheets.
-
Inactive: Select this option if you want to allow users to select units from this
unit table in other
DPS applications, such as Timesheets, but you want them to receive a warning letting them know that the
unit table is inactive.
-
Dormant: Select this option to prevent users from selecting units from this
unit table in other
DPS applications. The
unit table is removed from
Unit Table drop-down list fields or lookups in the other applications.
|
| Available for
Opportunity Estimates
|
This check box indicates if the
unit table is available for use in planning and
opportunity estimates. You can select or clear the check box after you click
Edit on the
Actions menu.
|
| Cost Currency
|
This is the cost currency that is used when you cost the
units in this table to your
projects. To change the cost currency, click
Edit on the
Actions menu. In the
Cost Currency field, select the currency to use for costing. You cannot change the cost currency after you post transactions that reference the
unit table.
If your
firm uses multiple currencies, this value must match the
Project Currency that is selected on the Overview tab of the
Projects hub.
|
| Billing Currency
|
This is the billing currency that is used for billing the
units in this table when the
units are applied to
projects. To change the billing currency, click
Edit on the
Actions menu. In the
Billing Currency field, select the currency to use for billing. You cannot change the billing currency after you post transactions that reference the
unit table.
If your
firm uses multiple currencies, this value must match the
Billing Currency that is selected on the Overview tab of the
Projects hub.
|
Properties Section
To edit the fields in the Properties section, click
Edit on the
Actions menu. The fields become editable.
| Field | Description |
|---|
| Organization
|
This is the name of the
organization in your
firm that is responsible for the
unit.
|
| Principal-in-Charge
|
This is the name of the
employee who is the
principalof the
unit.
|
| Project Manager
|
This is the name of the
employee who is the
project manager of the
unit.
|
| Supervisor
|
This is the name of the
employee who is the
supervisor of the
unit.
|
| Code
|
Select the code for the
unit table. The items in the drop-down list are from the Lists tab in
.
|
Units Grid
In the rows in this grid, enter the
units for a
unit table.
Much of the information for
DPS is entered and displayed in grids on various forms. For information about using grids, see
Working with Grids.
| Field | Description |
|---|
| + Add
Unit
|
Click this option below the grid to add a new
unit row to the grid.
To copy or delete a row in the grid, hover over the row, click
 , and select the desired option.
|
| Unit Number
|
Enter a unique number for the
unit. You cannot modify the
unit number after it is saved. You set the length of your
unit numbers during installation. Use the Key Convert
Unit Format utility in
in the desktop application to increase or decrease the length of your
unit numbers after installation.
If you use Purchasing and Inventory and you created the
unit table from an inventory item, this field displays the
unit number.
|
| Unit Name
|
Enter the name for the
unit. You can print this name on an invoice.
If you use Purchasing and Inventory and you created the
unit table from an inventory item, this field displays the
unit name.
|
| Singular Label
|
Enter a label for the
unit as it should display for a singular quantity. For example, enter
day if the
unit charge is based on one day of labor.
If you use Purchasing and Inventory and you created the
unit table from an inventory item, this field displays the singular label.
|
| Plural Label
|
Enter a label for the
unit as it should display for a plural quantity. For example, enter
days if the
unit charge is based on two days of labor.
If you use Purchasing and Inventory and you created the
unit table from an inventory item, this field displays the plural label.
|
| Unit Type
|
Select a
unit type.
Unit types do not affect processing. Use them to help you distinguish labor
unit types from
equipment or expense
units for reporting purposes. The
Unit Detail Report displays
units of each
unit type with detail and totals over a selected time frame.
The options are
Equipment,
Expenses,
Labor, and any user-defined
unit types that you enter on the List tab in
.
|
| Billing Rate
|
Enter a numeric value for the rate at which to bill each individual
unit. If you enter 0 or leave this field blank, the
unit is billed based on the
Cost per
Unit rate and the
project's billing terms. If you enter a billing rate and do not enter a cost rate, the
unit is included on bills, but does not cost the item to the
project. This is appropriate in the case of survey crews, for example, where the cost on the
project comes directly when you post timesheets of the individuals that make up the survey crew.
|
| Cost per
Unit
|
Enter a numeric value for the rate at which to cost each individual
unit. Enter the amount that should be costed to the
project and general ledger expense
account for each
unit. If you enter 0 or leave this field blank, the
unit is not costed when you post. For example, you do not want to cost a
unit such as a Survey Crew because their time is costed during timesheet posting. If you set up the information in the Billing section to bill
units, the
unit displays with
unit-level detail options to be billed. If you defined labor billing terms, the timesheet detail displays to be billed and should be written off or charged to a non-billable
labor code.
|
|
Click
 to filter the grid contents based on column values. For information about how the filter works, see
Filter the Grid Results.
|
