Vista Customization- Project Certified Payroll Tab

Scenario: Want to have a list of payroll weeks related to a project and be able to track submission methods and status.

Requirements: None

Example Solution:

  1. Open UD User Table and Form Setup
  2. Enter udProjectCertifieds in the Table key fields.
  3. Enter Project Certified Payroll in the description field.
  4. Select the Company-Based and Auditing checkboxes.
  5. Select Formatted notes.
  6. Below, we’ll create the columns: save each record between each column. The first two are key columns and can’t be edited once the table is created.
  7. In the detail section of the form, enter Job into the column name.
  8. Then enter the following: Description = Job, Key Seq = 0, Auto Seq Type = 0, Control Type = Textbox, Datatype = bJob
  9. Create a new column by entering PREndDate into the Column Name.
  10. Then enter the following: Description = PREndDate, Key Seq = 1, Auto Seq Type = 0, Control Type = Textbox, Datatype = bPREndDate
  11. Create a new column by entering CertRequired into the Column Name, Certified Required into Description, and Control Type = Checkbox
  12. Create a new column by entering NoWork into the Column Name, No Work Performed into Description, and Control Type = Checkbox
  13. Create a new column by entering SubmittedDate into the Column Name, Submitted DatePerformed into Description, and Control Type = Date
  14. Create the new column records below by entering the Column Name, Description, and using the Checkbox control type for each. Note this could also be a combo box if preferred, and only one method is needed.
    1. Emailed
    2. LCPTracker
    3. Elations
    4. DIR
  15. Save, then click the Update table button.
  17. In VA Form Security: grant security to the appropriate group/user.
  18. Open the PM Projects form if you prefer to connect the form to JC Jobs that would work in a similar fashion.
  19. Open the Form Properties from the Tools menu.
  20. Go to the Tab Pages
  21.  Select the Add button and use Certified Payrolls for the tab title.
  22. Select the new Certified Payrolls tab page in the list and click edit.
  23. On the VA Custom Form Tabs form that loads, enter udProjectCertifieds into the grid form name or use the lookup to find your form.
  24. Switch to the Grid Links tab.
  25. Insert a record to link the UD Table Job column to the Project record on the main form. Typically, this will be 5000 and 0. However, you can use the lookups to verify that the columns align.
  27. Close out of the forms and reload PM Project form. If you have security to the UD Form you will see the tab appear. Those without security to the UD Form will not see the tab.
  29. Test the Form for desired functionality.
  30. A payroll specialist would likely want to use the UD Project Certified Payroll form and use the grid tab. Leveraging the grid filters to filter the PREndDate and other columns would be helpful.
  32. Future Enhancements to consider:
    1. A custom button on Pay Period Control or EFT Payments that uses the Payroll and Job data to preload the weeks and the required submissions.
    2. A Work Center set of queries that present a workflow of certified payrolls needed submitted still and the method. Note that Work Center queries could be developed to launch the record when double clicked to allow easy changes to the record.
    3. A Power BI dashboard for payroll management for visibility to exceptions or delays.