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
If you selected
Subcontractor, enter, or click
|
Name | This field displays the prime contractor or subcontractor name. |
Role Description | Enter, or click
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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
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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. |
- Related Topics:
- Vendor Employees Subtask
Use this subtask to enter and maintain information for vendor employees who will work on the subcontract.