Allow Employees to Enter Expenses for Active Tasks Only

This example demonstrates how project application administrators can limit the list of values for Task Number field on an expense item to allow employees to enter expenses for only those project tasks which are currently active.

That is, the expenditure item date is within the task start and finish dates.

The following table summarizes key decisions for this scenario.

Decisions to Consider	In This Example
For which project tasks can I enter time?	Only those project tasks for which the expenditure item date lies within the task start and finish dates.
How can I select the project tasks for which I want to enter time?	Using the Task Number list of values field on the Create Expense Item page.

Summary of Tasks

To limit the number of tasks in the Task Number list of values on an expense item, project application administrators must:

1. Create a value set.

2. Use the value set in the expense report line.

3. Deploy the updated Project Costing Details flexfield.

Creating a Value Set

1. Click Navigator > Setup and Maintenance, and search for the Manage Value Sets task.

2. Click the Manage Value Sets link.

3. Click Create in the Search Results section to create a new value set.

4. The following table lists the values you need to enter on the Create Value Set page.

   Field	Value
   Value Set Code	MY_PROJECT_TASK_EXPENSE
   Description	Value set to display only active tasks.
   Module	Cost Collection
   Validation Type	Table
   Value Data Type	Character

5. The following table lists the values you need to enter in the Definition section.

   Field	Value
   FROM Clause	PJC_TASKS_CCW_V
   Value Column Name	TASK_NUMBER
   Description Column Name	TASK_NAME
   ID Column Name	TASK_ID
   WHERE Clause	expenditure_org_id = :{PARAMETER.BusinessUnit} and project_id = :{SEGMENT.PROJECT_ID} AND NVL(START_DATE,(:{PARAMETER.EIDate})) <= (:{PARAMETER.EIDate}) AND NVL(COMPLETION_DATE,(:{PARAMETER.EIDate})) >= (:{PARAMETER.EIDate})
   ORDER BY Clause	TASK_NUMBER

6. Click Save and Close.