Costpoint Online Help

Amounts Subtask

Use this subtask to view, copy, or create cost records for vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.

The following information displays in the Amount subtask.

Column Headings Description
Amounts Type This column displays the type of amount. For new records, use the drop-down list and select from the following options:
  • Materials
  • Subcontractor
  • Material Handling
  • Travel
  • Consultant
  • Other Direct Costs
ID Type Select the ID Type for Amount Type you selected. The options that display vary depending on the value selected in Amounts Type.

If you chose Materials, options include:

  • Key Entry
  • Vendor

If you chose Subcontractor, options include:

  • Key Entry
  • Vendor
  • Vendor Employee

If you chose Material Handling, options include:

  • Key Entry
  • Vendor

If you chose Travel, options include:

  • Employee
  • Generic Staff
  • Key Entry
  • Vendor

If you chose Consultant, options include:

  • Key Entry
  • Vendor
  • Vendor Employee

If you chose Other Direct Cost, options include:

  • Employee
  • Key Entry
  • Vendor
ID Click to select the ID.
Name This column displays the name associated with the ID Type you selected.
Explanation Use the this column to enter a description, purpose, or general explanation of the associated cost for any option selected from the Amounts Type list, such as Travel, Materials, Vendor, and so on.
Acct ID This column displays the labor account ID of the resource.
Org ID This column displays the Organization ID of the resource.
Rev Clear the check box in this column for any individual resource where you do not want revenue calculated.
Brd This column displays the overhead expenses for the project selected.
Totals This column totals the numbers for each resource during the date range selected for the budget.
YY-MM-DD This displays begins with the current month and shows data back six months.

Warnings Subtask

Use the Warnings subtask to view messages that identify potential issues on Working Status budgets for the selected record. This subtask displays only if warnings exist.

Column Headings Description
Cost Type This column displays the cost type.
ID Type This column displays the ID Type.
ID This column displays the ID.
Name This column displays the name of the resource.
Org ID This column displays the Org ID.
Acct ID This column displays the account ID.
Warning This column displays the warning message.

Fill Value

This subtask displays only on Working status budgets or EACs. Use the fields on the screen to configure options for auto-filling the period columns with data from existing sources.

Start by selecting the row(s) you want to update and then click the Fill Values subtask link to display the Fill Values to Selected Record/s form, where you can select a fill method and set date parameters.

Field Description
Select Fill Method

The Select Fill Method drop-down list provides three different options, which are described in more detail in the table below. Additional fields may display depending on the method selected, and each method requires you to select the range of periods you copy from.

For example, if Start Period set to 12/31/23 and End Period is set to 4/30/24, data for the selected method is captured for that range of periods. After you click Fill, the row or rows that you selected in the subtask populate with information encompassed by those dates.

The table below describes the four different fill methods and any additional fields that display.
Column Headings Description
Copy from Source Record Select this option to copy subtask row details from one resource to another. A Source Record field displays on the dialog box that enables you to select the record you want to copy from.
Specify Amounts Select this option to fill the period columns of the selected rows with a specific amount. An Amounts field displays on the dialog box, where you can type the amount.
Use Start Period Amounts

Select this option to copy the amounts that exist in the selected starting period to all periods up through the selected ending period.

For example, if you set Start Period to 12/31/23 and End Period to 9/30/24, the amounts that exist in the first period are copied to every period up to 9/30/24.

Fill After you have selected your fill method and set the start and end dates, click Fill to populate the period columns of the selected rows in the Hours subtask.

Notes Subtask

This form displays the note associated with the amount of vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.