Costpoint Online Help

Using the Help Search
Using the Help Search
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Roles Subtask

Use this subtask of the Manage Work Assignments screen to assign employee or vendor employee roles to the work assignment.

Depending on the rights of the role defined on the Manage Functional Roles screen in Time & Expense, the user will be able to view labor charges incurred against the work assignment, or approve labor and expense charges for the work assignment on the Approve Timesheet Charges and Manage/Approve Expense Reports screens in Time & Expense. In order to require approval of the charge line, the Require Subcontractor Approval on Charges check box must be selected on the Business Rules tab of the Manage Work Assignments screen.

Note: This subtask is available only if you are licensed for Deltek Time & Expense. Also, the role must be assigned a functional role Type of Charge or Employee and Charge and the General Rights must be set to Approve Charges in Manage Functional Roles.

Contents

Field Description
Role

Enter, or click to select, a work assignment role that you will assign to a vendor employee.

Role Description

This field displays the role description.

Vendor Employee ID

Enter, or click to select, a vendor employee ID for which you will assign this role. The lookup displays only those vendor employees that are available for the vendor specified on the Basic Information tab.

Note: A vendor employee can be assigned to multiple roles, but a vendor employee and employee cannot be assigned to the same role.
Vendor Employee Name

This field displays the vendor employee name.

Employee ID

Enter, or click to select, an employee ID for which you will assign this role. The lookup displays all employees in your company.

An employee can be assigned to multiple roles, but a vendor employee and employee cannot be assigned to the same role.  

Employee Name

This field displays the employee name.

The Vendor Employee ID and Employee ID fields cannot be both blank for each role you enter on this subtask. You can use a role more than once on this subtask, but you cannot assign the same role to both a vendor employee and an employee.