Costpoint Online Help

Using the Help Search

Details Tab

Use the fields in this tab to enter information on the customer, project manager, prime contract number, subcontract number, and purchase order number.

All of the information in this tab is optional but can be helpful for sorting and printing reports. Many project reports are available by project manager.

Use this tab when you are initializing the project. All of the information in this tab can be changed at any time after project initialization. Enter a value in the Customer field before adding the billing records on the Billing Details subtask. Before you can print reports by project manager, you must select a project manager on this screen.

Project Details

Field	Description
Customer	Enter a customer number from the Customer table in Costpoint Accounts Receivable that corresponds with the main customer for the project. is available for this field. You receive a warning message if you leave this field blank and the Billable Project checkbox is selected. The unlabeled field to the right displays the name of the selected customer. If the project entered is a top level, the customer name is displayed. If the project entered is not a top level, the default value of the customer number and name from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can select any customer number and name. However, if the Allow Edit checkbox is cleared, the default top-level customer number and name cannot be modified.
Project Manager	Enter an Employee from the Basic Employee Info table that corresponds with the project manager for the project. You can click in this field. You can leave this field blank if the project is to be managed by a non-employee, such as a subcontractor. The unlabeled field to the right displays the name of the selected employee. If you left the Project Manager field blank, you can enter the name of a non-employee, such as a subcontractor, who is managing this project. If the project entered is a top level, the employee name is displayed. If the project entered is not a top level, the default value of the employee and name from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can select any employee and name. However, if the Allow Edit checkbox is cleared, the default top-level employee and name cannot be modified.
Start Date (POP)	This field displays the user-supplied start date of the project. You enter this value on the Modifications subtask of this screen or on the Manage Modifications screen.
End Date (POP)	This field displays the user-supplied end date of the project. You enter this value on the Modifications subtask of this screen or on the Manage Modifications screen.
Long Name	Enter the long name for the project. The Project Name value defaults in this field, but you can edit it. If the project is created from an opportunity, this defaults to the opportunity name. If the project is initiated from a contract, the contract long name (if provided) or the contract name populates this field.

Contract Details

Field	Description
Prime Contract No	Enter the prime contract number (the number on the signed contract with the customer) if the project entered is a top level. If the project entered is not a top level, the default value of the prime contract number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any prime contract number. However, if the Allow Edit checkbox is cleared, the default top-level prime contract number cannot be modified. This field is not validated if you are not licensed for CRM & Contracts (CTM), or if you are licensed for CTM but the project is not linked to either a CTM contract ID or a CTM opportunity ID or to both. If you are licensed for CTM and the prime contract number is linked to a contract/opportunity ID, the prime contract number should match the prime contract number for the opportunity ID and/or contract ID. Otherwise, Costpoint displays a warning message, but you will still be able to save the record.
Subcontractor No	Enter the applicable subcontractor number (the number on the signed contract with the subcontractor) if the project entered is a top level. If the project entered is not a top level, the default value of the subcontractor number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any subcontractor number. However, if the Allow Edit checkbox is empty, the default top-level subcontractor number cannot be modified.
Purchase Order No	Enter the applicable purchase order number if the project entered is a top-level number. If the project entered is not a top level, the default value of the purchase order number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any purchase order number. However, if the Allow Edit checkbox is empty, the default top-level purchase order number cannot be modified.
Task Order No	Enter the task order number for the project, if applicable. If the project entered is not a top level, the default value of the task order number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any task order number. However, if the Allow Edit checkbox is empty, the default top-level task order number cannot be modified. This field is not validated if you are not licensed for CTM, or if you are licensed for CTM but the project is not linked to either a CTM contract ID or a CTM opportunity ID or to both. If you are licensed for CTM and the task order is linked to a contract/opportunity ID, the task order number should match the task order number for the opportunity ID and/or contract ID. Otherwise, Costpoint displays a warning message, but you will still be able to save the record.
CTM Contract ID	Enter, or click to select, the CTM contract ID for the project, if applicable. If the project entered is not a top level, the default value of the contract ID from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any contract ID. However, if the Allow Edit checkbox is empty, the default top-level contract ID cannot be modified. If you are not licensed for CTM, this field is not validated and you can enter any value. If you are licensed for CTM, the contract ID must exist in your Costpoint database before you can enter it here. Note: If you are licensed for CTM, you must enter a contract ID here before you can assign this project to the contract ID on the Contract/Project Modifications subtask of the Manage Contracts screen.
CTM Opportunity ID	Enter, or click to select, the CTM opportunity ID for the project, if applicable. If the project entered is not a top level, the default value of the opportunity ID from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any opportunity ID. However, if the Allow Edit checkbox is empty, the default top-level opportunity ID cannot be modified. If you are not licensed for CTM, this field is not validated and you can enter any value. If you are licensed for CTM, the opportunity ID must exist in your Costpoint database before you can enter it here.

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Details Tab

Use the fields in this tab to enter information on the customer, project manager, prime contract number, subcontract number, and purchase order number.

All of the information in this tab is optional but can be helpful for sorting and printing reports. Many project reports are available by project manager.

Use this tab when you are initializing the project. All of the information in this tab can be changed at any time after project initialization. Enter a value in the Customer field before adding the billing records on the Billing Details subtask. Before you can print reports by project manager, you must select a project manager on this screen.

Project Details

Field	Description
Customer	Enter a customer number from the Customer table in Costpoint Accounts Receivable that corresponds with the main customer for the project. is available for this field. You receive a warning message if you leave this field blank and the Billable Project checkbox is selected. The unlabeled field to the right displays the name of the selected customer. If the project entered is a top level, the customer name is displayed. If the project entered is not a top level, the default value of the customer number and name from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can select any customer number and name. However, if the Allow Edit checkbox is cleared, the default top-level customer number and name cannot be modified.
Project Manager	Enter an Employee from the Basic Employee Info table that corresponds with the project manager for the project. You can click in this field. You can leave this field blank if the project is to be managed by a non-employee, such as a subcontractor. The unlabeled field to the right displays the name of the selected employee. If you left the Project Manager field blank, you can enter the name of a non-employee, such as a subcontractor, who is managing this project. If the project entered is a top level, the employee name is displayed. If the project entered is not a top level, the default value of the employee and name from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can select any employee and name. However, if the Allow Edit checkbox is cleared, the default top-level employee and name cannot be modified.
Start Date (POP)	This field displays the user-supplied start date of the project. You enter this value on the Modifications subtask of this screen or on the Manage Modifications screen.
End Date (POP)	This field displays the user-supplied end date of the project. You enter this value on the Modifications subtask of this screen or on the Manage Modifications screen.
Long Name	Enter the long name for the project. The Project Name value defaults in this field, but you can edit it. If the project is created from an opportunity, this defaults to the opportunity name. If the project is initiated from a contract, the contract long name (if provided) or the contract name populates this field.

Contract Details

Field	Description
Prime Contract No	Enter the prime contract number (the number on the signed contract with the customer) if the project entered is a top level. If the project entered is not a top level, the default value of the prime contract number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any prime contract number. However, if the Allow Edit checkbox is cleared, the default top-level prime contract number cannot be modified. This field is not validated if you are not licensed for CRM & Contracts (CTM), or if you are licensed for CTM but the project is not linked to either a CTM contract ID or a CTM opportunity ID or to both. If you are licensed for CTM and the prime contract number is linked to a contract/opportunity ID, the prime contract number should match the prime contract number for the opportunity ID and/or contract ID. Otherwise, Costpoint displays a warning message, but you will still be able to save the record.
Subcontractor No	Enter the applicable subcontractor number (the number on the signed contract with the subcontractor) if the project entered is a top level. If the project entered is not a top level, the default value of the subcontractor number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any subcontractor number. However, if the Allow Edit checkbox is empty, the default top-level subcontractor number cannot be modified.
Purchase Order No	Enter the applicable purchase order number if the project entered is a top-level number. If the project entered is not a top level, the default value of the purchase order number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any purchase order number. However, if the Allow Edit checkbox is empty, the default top-level purchase order number cannot be modified.
Task Order No	Enter the task order number for the project, if applicable. If the project entered is not a top level, the default value of the task order number from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any task order number. However, if the Allow Edit checkbox is empty, the default top-level task order number cannot be modified. This field is not validated if you are not licensed for CTM, or if you are licensed for CTM but the project is not linked to either a CTM contract ID or a CTM opportunity ID or to both. If you are licensed for CTM and the task order is linked to a contract/opportunity ID, the task order number should match the task order number for the opportunity ID and/or contract ID. Otherwise, Costpoint displays a warning message, but you will still be able to save the record.
CTM Contract ID	Enter, or click to select, the CTM contract ID for the project, if applicable. If the project entered is not a top level, the default value of the contract ID from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any contract ID. However, if the Allow Edit checkbox is empty, the default top-level contract ID cannot be modified. If you are not licensed for CTM, this field is not validated and you can enter any value. If you are licensed for CTM, the contract ID must exist in your Costpoint database before you can enter it here. Note: If you are licensed for CTM, you must enter a contract ID here before you can assign this project to the contract ID on the Contract/Project Modifications subtask of the Manage Contracts screen.
CTM Opportunity ID	Enter, or click to select, the CTM opportunity ID for the project, if applicable. If the project entered is not a top level, the default value of the opportunity ID from the top-level project is displayed. If the Allow Edit checkbox at the top level is selected, you can enter any opportunity ID. However, if the Allow Edit checkbox is empty, the default top-level opportunity ID cannot be modified. If you are not licensed for CTM, this field is not validated and you can enter any value. If you are licensed for CTM, the opportunity ID must exist in your Costpoint database before you can enter it here.