PROJECT EMPLOYEE WORK FORCE

Use this screen to enter a set of employees who are designated to charge the project. This "set," or work force, can be used for validations during timesheet entry, so that only those employees entered on the project work force can charge the project. It can also be used to designate specific PLCs for anyone who does work on the project.  Using the Project Work Force to default PLCs onto the timesheet can greatly expedite the timesheet entry process. Generally, a Project Work Force is necessary when a customer places a limitation on who can charge the project or when the project has specific Labor Category billing rates that must be used.

If you selected the Project Work Force Required check box in the Basic Info screen, you must enter a Project Work Force; it will be used for validations during timesheet entry. If you did not select the Project Work Force Required check box, entry of a Project Work Force is optional. In this case, no validation of the workforce will occur during timesheet entry. You can still assign special PLCs to the project work force for tracking or billing purposes, even if no Timesheet validation is required.

If you selected the Top Level Work Force check box in the Basic Info screen, you can set up the project work force in this screen at the top level and it will be effective for the entire project tree. If you did not select the Top Level Work Force check box, you must set up the project work force at each charging level.

Note to Deltek Time & Expense users:  In previous versions of Costpoint, if you deleted a record in this screen, you had to perform a full download from Costpoint to move the changes into Time & Expense. Starting with Costpoint version 6, you can move the changes into Time & Expense by executing the Export Data to Deltek Time & Expense 5.x+ application (People » Labor » Time Collection (ET) Interface) with the Changes Since Last Download check box selected. The changes are included in the export file as D record types. You do not need to perform a full download.

Use this screen to initialize a project whenever the Project Work Force Required check box in the Basic Info screen is selected or when you would like to use the Project Workforce to default PLCs. After initialization, maintenance of the data on this screen is required only for changes/additions to the work force.

Project

Enter, or use the binoculars () icon to select, a valid project for which to enter data. If you selected the Use Top Level Work Force check box in the Maintain Project Master screen (Projects » Project Setup » Project Master) or the Basic Info screen (Projects » Project Setup » Project Master), you should enter the top level of the project. If you did not select this check box, you should enter the transaction level of the project. The unlabeled field to the right displays the project description.

Overtime Authorized for Employees

Select this check box to authorize the charging of overtime pay types for employees on the Work Force. If the project is the top level and the Top Level Work Force check box has been selected in the Basic Info screen (Projects » Project Setup » Project Master), the top level and all lower levels of the project will be included. If the Top Level Work Force check box has not been selected, the restriction will be in effect only for the project levels set up in this screen. If this check box is blank, the system will display a warning message in the Enter Timesheets screen (People » Labor » Timesheets) any time an overtime pay type is entered for the project. It is a soft edit on the Enter Timesheets screen.

Employees

Employee

This column displays each employee who is available to be added to the project work force. If the project is the top level and the Use Top Level Work Force check box has been selected in the Basic Info screen (Projects » Project Setup » Project Master), your selections will be applicable for the top level and all lower levels of the project. If the Use Top Level Work Force check box has not been selected, you must select employees for each project transaction level. Highlight the employees you want to include in the project work force, then click the Select button.

Name

This non-editable column displays the name of each employee in the Employee column.

Home Organization

This non-editable column displays the home organization of each employee in the Employee column. You may want to use Home Organization with the Subquery feature to limit the employees available for selection.

Select

Once you have highlighted employees in the Employees group box, click this button to move them to the Selected Employees table window.

Deselect

Click this button to move any selected employees from the Selected Employees table window to the Employees table window.

Selected Employees

Employee

This column displays each employee who is authorized to charge this project. If the project is the top level and the Use Top Level Work Force check box has been selected in the Basic Info screen (Projects » Project Setup » Project Master), your selections will be applicable for the top level and all lower levels of the project. If the Use Top Level Work Force check box has not been selected, you must select employees for each project transaction level. To remove employees from this table, highlight the employees who should not be included in the project work force for this project and click the Deselect button.

Name

This non-editable column displays the name of each employee in the Employee column.

Home Organization

This non-editable column displays the home organization of each employee in the Employee column.

Table Information

This screen updates the following table:

PROJ_EMPL (Project Employee)