Costpoint Help

Related Topics

Use this section to view special topics related to the Capture & Contracts domain.


Opportunity and Contract Teams and Integration with Planning

If your Costpoint licensing includes both Capture & Contracts and Planning, you have the option to share labor category and resource information between key applications within both domains.

Subcontract Voucher Report

Here is an example of the Subcontract Voucher Report generated from the Manage Subcontracts screen.

Manage Vendors to Manage Subcontracts Mapping

This section includes information that flows down from the Manage Vendors application into the Manage Subcontracts screen when you use the Refresh from AP button in Manage Subcontracts, or when you add or replace the subcontractor/vendor ID in a subcontract record. Also included here is the mapping of database tables and columns/fields where information is retrieved and copied into.

Work with Records in Kanban View

Use Kanban view to review and manage records visually as the records move through a process. Kanban view organizes records as cards in columns based on a field configured for the application, such as a status, stage, or date. It is available as an additional view option alongside Table and Form views.


Parent Topic:

Capture & Contracts