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:
-
Create a value set.
-
Use the value set in the expense report line.
-
Deploy the updated Project Costing Details flexfield.
Creating a Value Set
-
Click Manage Value Sets task.
, and search for the -
Click the Manage Value Sets link.
-
Click Create in the Search Results section to create a new value set.
-
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
-
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
-
Click Save and Close.