Adding a project or charge code

You can use the Project/Charge Code (alco_project_number) table to display a value in the lists of project or charge codes.

  1. Click the Data tab.
  2. Select Project/Charge Code and click Show Tab. The Project/Charge Code screen is displayed.
  3. Click New. The Search for Project/Charge Code / New Project/Charge Code screen is displayed.
  4. Specify this information in the Primary Information panel:
    Name
    The name of the project or charge code.
    Code
    A code for the project or the charge code in the company. This code does not have to be unique within the application, but it must be unique within the hierarchy. If the code is modified, you receive a warning message that the child codes and the codes that are dependent in the code hierarchy, must also be modified.
    Parent Code
    The name of the parent task in the company's hierarchy. You cannot edit this field after you save the project or the charge code.
    Chargeable
    The project code is chargeable or not chargeable.
    Approver
    The name of the person responsible for approving the time or expenses charged to this project or charge code.
    Alternate Approver
    The name of an alternate person responsible for approving the time or expenses charged to this project or charge code.
    Status
    The status of the project or the charge code. The status can be Active or Inactive.
    External Key
    A unique external ID of the project or the charge code, if required.
  5. Specify this information in the Additional Information panel:
    Description
    The description of the project or charge code
    Always in MRU
    The project or the charge code is displayed in the most recently used lists.
    Charge Type
    A type of charge for the project or charge code.
    Activity Type
    The project activity type to be associated with the project or the charge code.
    Client Name
    A client of the project or charge code.
    Office
    The office location of the project.
    Start Date
    The date on which the task must start. The employees are not allowed to bill charges to the project code before this date.
    End Date
    The date on which the task must end. The employees are not allowed to bill charges to the project code after this date.
  6. Select the applications in which the project or charge code must be displayed in the Applications panel.
  7. Click Add in the Membership section, if required, and add the data groups.
  8. Click Save to add the project or charge code and save the data.