Configure the registration entry layout (Actual costing per week/per line and project view)

You can modify the entry layout.

To configure the registration entry layout:

1. Go to: General / Management / Entry layout.
2. Click on: New. 
3. Select the entry layout.Progress registration.
4. Click on: Next. 
5. Enter a different description (for example Progress registration 1’)
6. If required, complete the other fields.
7. Click on: Finish. 
8. Go to the tab: General settings. Here you can select the Progress per date, Filter on work type and/or Filter on employee check boxes.

   ‘Progress per date’:

   • Yes: If you select the check box, a new progress line is created for every registration entry in Progress. You will then have multiple registration lines (by date) for one specification. In this case, you have one line of the Specification type (the line that you can complete and in which the new hours and the progress % is empty) and possibly several lines of the Registration type (the historical lines that have already been completed). In the entry layout you can make a distinction between these two lines in the field settings on the Line fields tab.
   • No: If you do not select this check box there is just one progress registration line per progress specification line (you will therefore always edit the one specification line: if you change the percentage and/or quantity, you overwrite the previous specification line and you will have no history). Because you change the same specification line, the line type is Specification. In the field settings on the Line fields tab you must select Specification to allow the field settings to work

   Filter on Work type:

   • Yes: Upon opening the value of the Work type field on the actual costing line is copied to the selection and the existing progress lines are filtered by the applicable work type. If no work type is entered all lines are displayed.
   • No: No filtering on the Work type of the line is applied. All existing progress lines for all actual costing lines are displayed.

   Filter on Employee:

   • Yes: Upon opening the value of the Employee field on the actual costing line is copied to the selection and is used for filtering. If no employee is entered all lines are displayed.
   • No: No filtering on Employee is applied.  All existing progress lines for all actual costing lines are displayed.
9. Go to the tab: Line fields.

   Here you can record preferred values for a number of fields. Which settings are available depends on the field type.

   In the Line type field you can specify that the preferred value for this field is code 1. This code represents Work type. When entering, the value Work type is automatically entered in the Type field. This can be changed by employees when entering. You can also set this field in such a way that it cannot be changed. In that case, employees can only enter lines of a certain type here. For example, if you want employees to be able to only enter the Costs type, but not Article or Work type. In that case, you enter code 6 and select the Cannot be changed check box. Profit now displays a cost entry by default when entering the actual costing.

   The following codes apply:

   1: Work type

   2: Article

   3: Text

   4: Sub-total

   5: Surcharge

   6: Cost Type

   7: Assembled item

   8: Course

   

10. Click on: OK.