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
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.
To amend an existing Code Type
Select the Code Type and press [Tab] until the cursor appears in the field you wish to amend. All task codes fields can be edited at any time.