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<!--begin!kadov{{--><br><!--}}end!kadov--><!--kadov_tag{{<implicit_p>}}-->&nbsp; 
 

<h1>Charge Trees</h1>

<p>Charge Trees are an important concept within Deltek Time\Expense\Self 
 Service. They determine how charges are presented and authorized. Like 
 the rest of the system, Charge Trees are very flexible. The structure 
 of charges can change between systems and even within a Charge Tree. Please 
 review the &quot;Charge Trees&quot; section in the Getting Started guide 
 for details. </p>

<h2>When do I use the Charge Trees screen?</h2>

<p>Use this screen during the initialization process to set up all the 
 charges for your system. <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->You 
 can also use this screen any time you want to update the authorizations 
 for a charge, add new charges, or update/delete existing charges. </p>

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<p class=Note>Hint: An interface is available that will create the charge 
 trees and authorizations. The structure of the trees will be as follows:</p>
<ul>
	
	<li style="/*begin!kadov{{*/ color: #000080; /*}}end!kadov*/ "
		class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px; color: #000080;">Tree 
 - Type of Charge (Contract, B&amp;P, IR&amp;D, WIP)</p></li>
	
	<ul>
		
		<li style="/*begin!kadov{{*/ color: #000080; /*}}end!kadov*/ "
			class=kadov-p-CBlueBullet><p class=BlueBullet
										style="margin-left: 0px; color: #000080;">Branch 
 - Main Charge Number (XXXX) <!--kadov_tag{{<spaces>}}-->&nbsp;&nbsp;<!--kadov_tag{{</spaces>}}--></p></li>
		
		<ul>
			
			<li style="/*begin!kadov{{*/ color: #000080; /*}}end!kadov*/ "
				class=kadov-p-CBlueBullet><p class=BlueBullet
											style="margin-left: 0px; color: #000080;">Charges 
 (XXXX-XXX)</p></li>
		</ul>
	</ul>
</ul>
<p class=Note>Charges with a contract work force will have restrictions 
 at the charge level for the appropriate employees. You will have to manually 
 create and maintain charge trees in the system for overhead and leave.</td></tr>
</table>

<p>&nbsp;</p>

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<p class=BlueBullet
	style="margin-left: 0px;">Hint: If you are running Costpoint version 
 4 or greater, you can create the following charge trees when using the 
 Costpoint Download to Time Collection interface application:</p>
<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Home Org</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Client</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Project Account 
 Group</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Project Classification</p></li>
</ul>
<p style="margin-left: 0px;">If you are running Costpoint version 5 or 
 greater, you can create the following charge trees when using the Costpoint 
 Download to Time Collection interface application:</p>
<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Home Org</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Client</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Project Account 
 Group</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Project Classification</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet
									style="margin-left: 0px;">Company </p></li>
</ul></td></tr>
</table>

<p>&nbsp;</p>

<p>You must first determine from where the charge tree comes. The valid 
 options are as follows:</p>

<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Home Org</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Client</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Project Account Group</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Project Classification</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Company ID</p></li>
</ul>

<p>Then you must select the top-level branches. The valid options are as 
 follows: </p>

<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Home Org</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Client</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Project Account Group</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Project Classification</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Company ID</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Project (Top Level)</p></li>
</ul>

<p>If project is not the top-level branch, it will be the next level. You 
 must decide whether the project structure should be extended below the 
 top level. If you select this option, branches below the project level 
 will exist, depending on the project structure. If you do not select this 
 option, all project charges for a specific top-level project will be charges 
 within the project's top-level branch. Projects that have a project work 
 force will have restrictions at the charge level for the appropriate employees. 
 You will have to manually create and maintain charge trees in the system 
 for overhead, leave, and other non-project accounts.</p>

<h2>The Charge Trees tabs</h2>

<p>The first tab in this screen will vary depending on the level of the 
 charge that you are displaying. <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->If 
 you are at the tree level, the tab will be &quot;<a href="Charge_Trees_Charge_Trees.htm">Charge 
 Trees</a>.&quot; <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->If 
 you are at the branch or charge level, the tab will be &quot;<a href="Charge_Trees_Charge_Branches_Charges.htm">Charge 
 Branches/Charges</a>.&quot; You cannot access the <a href="Charge_Trees_Restrictions.htm">Restrictions</a> 
 tab unless you select a tree, branch, or charge for which the <span style="font-weight: bold;">Restrict 
 Access</span> checkbox is selected.</p>

<p>Use the Charge Tree and Charge Branches/Charges tabs to maintain the 
 trees, branches, and charges. Use the Restrictions tab to assign groups 
 and/or employees that will be allowed to access a specific tree/branch/charge.</p>

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