Contract Teammates Subtask

Use this subtask to associate one or more prime contractors and/or subcontractors with the contract and define their roles.

You can assign the same role to multiple contractors/subcontractors.

You can manually add prime contractors/subcontractors to the table window. You can also use the Load Opp Teammates button to have Costpoint automatically populate the table window with prime contractors/subcontractors associated with the main opportunity linked to the contract.

Table Window

Click New to add a new line.

Field	Description
Load Opp Teammates	Click this button to automatically populate the table window with prime contractors/subcontractors associated with the opportunity linked to the contract. Prime contractors/subcontractors that display are those that exist on the Opportunity Teammates/Competitors subtask on the Team tab of the Manage Opportunities screen. Only regular (not prospective) customers and vendors are loaded in the process. Competitors are also excluded on this subtask.
Prime/Subcontractor	Select Prime or Subcontractor from the drop-down list.
ID	If you selected Prime, enter, or click to select, the customer that you want to assign as a prime contractor for the contract. If you selected Subcontractor, enter, or click to select, the vendor that you want to assign as a subcontractor for the contract. By default, only vendors with a status of Active or Give Warning are displayed in the lookup, but you can manually enter inactive vendors. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for inactive vendors.
Name	This field displays the prime contractor or subcontractor name.
Role Description	Enter, or click to select, the role that you want to assign to the prime contractor or subcontractor. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the Customer check box (for Prime) or the Subcontractors check box (for Subcontractor) is selected.
Include in Work Force	This check box is enabled only if Prime/Subcontractor is set to Subcontractor. Select this check box to include the subcontractor in the vendor work force that can charge a project linked to the contract.
PLC	This field is enabled only if Prime/Subcontractor is set to Subcontractor. Enter, or click to select, a project labor category (PLC) to assign to the subcontractor.
Default PLC	This check box is required only when you specify a PLC for the subcontractor. If you entered multiple rows for the subcontractor and the subcontractor is associated with different PLCs, select the check box corresponding to the PLC that you want to use as a default for the subcontractor when it works on a project associated with the contract.
Address Code	This field displays the address code for the prime contractor or subcontractor.
Address 1, Address 2	These fields display the prime contractor or subcontractor's street address and any address information other than the city, state/province, country, or postal code.
City	This field displays the city of the prime contractor or subcontractor.
State/Province	This field displays the state/province of the prime contractor or subcontractor.
Zip/Postal Code	This field displays the ZIP or postal code of the prime contractor or subcontractor.

Subtask

Subtask	Description
Vendor Employees	Click this link to open the Vendor Employees subtask, where you can enter and maintain information for vendor employees who will work on the subcontract.