- Select Maintenance > Maintenance Map from the menu.
- Click Miscellaneous on the Tasks bar.
- Click Code Types. The Code Types page opens.
- Click to
expand the relevant Code Type (such as Time for Timesheets). The list of codes for the Code Type appears. Place the cursor in the new record row and complete the fields using the following screen image and table as a guide. INSERTIMAGE Field | Description |
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Code | Type a code up to 10 characters. | Short Name | Type a code up to 8 characters. The short name is used in reporting. | Description | Type a description up to 50 characters. Names will display during data entry. | Unit | Type a unit of measure up to 6 characters (for example, mins for time, KM for travel expenses, dollar for estimates to complete or miscellaneous charges). | MarkUp | This feature is only available for the code group Disbursements. Key an amount by which you want to increase the value assigned to a type (for example, for a 10% increase type 1.1). As a default, select 1.0 | Tax Rate | Select the relevant tax rate from the drop-down list. | Availability | Select Timesheets from the drop-down list to make this code available on timesheets. | CRM Type | Leave this field blank. |
Click OK to save the changes.
For disbursements, you may wish to add a Cost per Unit and a Charge per Unit, and you may also wish to add a default paragraph to a Code Type. |