Costpoint Online Help

Hours Subtask

Use this subtask to view, copy, or create labor hour records for staff, subcontractors, and consultants.

The following information displays in the Hours subtasks.

Column Headings Description
Hours Type Select the type of hours you want to enter. Choose from the following options:
  • Staff Hours
  • Subcontractor Hours
  • Consultant Hours
ID Type Select the resource ID Type. The options that display vary depending on the value selected in Hours Type.

If you chose Staff Hours, options include:

  • Employee
  • Generic Labor Category
  • Generic Staff
  • Key Entry
  • Project Labor Category

If you chose Subcontractor Hours or Consultant Hours, options include:

  • Contract Employee
  • Generic Labor Category
  • Key Entry
  • Project Labor Category
  • Prospective Vendor
  • Prospective Vendor Employee
  • Vendor
  • Vendor Employee

The Prospective Vendor and Prospective Vendor Employee values display in Lookup only if the budget is linked to an Opportunity ID. These values populate directly from Contract Management, where vendor information is maintained. If the status of a vendor or vendor employee is later upgraded to Approved, the ID number is automatically updated. When the budget is opened, the old Prospective ID and the new approved ID is displayed for any changes.

ID Click to select the ID of the resource type you selected. This column displays the ID of the resource.
Name Click to select the name of the resource.
Acct ID Click to select the labor account ID of the resource. This field defaults to the resource’s default account ID if one exists, which is editable.
Org ID Click to select the Organization ID of the resource. This field defaults to the resource’s default Org ID if one exists, which is editable.
Opportunity Labor Category This field displays if the budget is linked to an opportunity in Costpoint Contracts.

This field is disabled if ID Type is selected as Key Entry, PLC, or GLC.

Click to assign an opportunity labor category for the selected resource.

The Lookup values populate from the Labor Categories table in the Manage Opportunities screen, and because the integration works in both directions, the resource information is applied to the Potential Resources Details table in Manage Opportunities after the budget is committed.

To identify potential resources by searching according to opportunity labor category, use the Advanced Search feature.

GLC/PLC This column displays the Project Labor Category. The only time this column displays the General Labor Categories is if the ‘ID Type’ chosen is General Labor Category.
Hr Rate This field only displays an Hourly Rate for Generic, GLC or PLC ID Types. Unless the ‘Labor Suppression’ is OFF in Costpoint Security Settings then employee labor rates display when doing a Query and displayed in this column.
Rev Clear the check box in this column for any individual resource where you do not want revenue calculated.
Brd Clear the check box if you do not want Burden calculated on this resource.
Total This column totals the hours for each resource during the date range selected for the budget.
YY-MM-DD These columns display the hours budgeted per period. In the ‘Working’ status the columns are editable.

Employee Schedule Subtask

When creating new business budgets, use this subtask to view what other projects an employee has been allocated or budgeted on and the total available hours and remaining hours for that employee.

Note: In New Business Budgets > Hours subtask > Employee Schedule subtask, only Staff Hours display the scheduled hours deducted from available hours.

For Subcontractor Hours and Consulting Hours only total available hours by period are shown without the deduction of scheduled hours.

The following are the columns that display for the Employee Schedule table.

Column Headings Description
Project ID This column displays all Projects, EACs and New Business Budgets on which the employee has been scheduled.
Source This column displays the source of the budget if NB, EAC or BUD.
Version If more than one budget exists, this field displays the version number of each.
Manager If the ID is for a New Business Budget, the Manager is the owner of that Budget. If the ID is for a Project Budget or EAC, the Manager is the Project Manager.
Total This displays the total hours per column information.
YY-MM-DD This displays the hours per resource in all periods.

Advanced Search Subtask

The Advanced Search subtask displays if the new business budget has a status of Working.

See "Advanced Search" under Related Topics below for more information.

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 four 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 Hours Select this option to fill the period columns of the selected rows with a specific number of hours. An Hours field displays on the dialog box, where you can type the hours.
Use Available Hours

Select this option to fill all the cells in the selected rows with the available number of hours that exist for that period.

Depending on configuration, that value may display by default in the header portion of column. If it does, the first number of the two, which are separated by a slash, represents the number of hours available.

For example, if 176/184 displays, then 176 hours will populate the cell of the selected after you click Fill.

Use Start Period Hours

Select this option to copy the hours 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 hours 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 labor hour records for staff, subcontractors and consultants.