Precedence of Setting Charge Codes

Default charge codes can be set for a time sheet line according to the following order of precedence:

1. Setting the charge codes in the work allocation. A work allocation can have associated charge codes with settings that specify whether users can update charge codes and whether users are required to enter charge codes for the time sheet line. If charge codes are required but the user does not enter any, the time sheet shows an error message when it is submitted. When a manager or planner creates a work allocation, access to it can be restricted to specified resources and groups. (For information about assigning charge codes to work allocations, see the Time Management User Guide.) When a user adds a work item to a time sheet, if any work allocation charge codes have been specified, they get assigned to the time sheet line. Any changes to the work allocation charge codes after the time sheet line has been created are not available for that line.

2. Setting the charge codes in the time sheet policy. The Charge Codes tab in the Time Sheet Policy window allows you to set default charge codes for a time sheet policy. (See Configuring the Charge Codes Tab.) In the absence of work allocation charge codes, the default charge codes for a resource (using the resource's time sheet policy) are set for every time sheet line added to a time sheet. However, if work allocation charge codes exist, the Override Work Allocation Charge Codes option on the Charge Codes tab in the Time Sheet Policy window controls which charge codes are applied.

3. Setting the charge codes in override rules. Override rules can determine charge codes, whether users can change the charge codes, and whether users are required to enter charge codes for the time sheet line. If a time sheet line meets the dependencies specified for an override rule and if charge codes are specified as results of the override rule, those charge codes are applied (if none have been applied yet). If the charge codes are updateable, the user can change them. If the charge codes are required, the user must specify charge codes for the line. If charge codes are required but the user does not enter any, the time sheet shows an error message when it is submitted. The override rule takes precedence over time sheet policy and work allocation charge codes only if the Override Time Sheet Policy Charge Codes and Override Work Allocation Charge Codes fields in the Override Rule window are set to Yes. For more information about override rules, see Rules.