Work Assignments Subtask

Use this subtask to view work assignments for subcontractor management requisitions.

Contents

Field	Description
Requisition, Status, Trans Currency, Approval Process, Req Line, Line Status, Type, Approval Process, PO, Release, PO Line, PO Trans Currency	These fields display values from the main screen.
Work Assignment ID	This field displays the work assignment ID number, containing up to 30 alphanumeric characters, and is the unique identifier for this work assignment. Costpoint automatically assigns the ID if the Enable Auto-Assign checkbox is selected on the Configure Subcontractor Management Settings screen.
Work Assignment Description	This field displays the work assignment description.
Work Assignment Approval Code	This field displays the work assignment approval code. Approval codes are set up in Manage Work Assignment Approval Codes and are used to control the approval process of work assignments at either the work assignment or charge level. This field is required if the Require Work Assignment Approval checkbox is selected on the Configure Subcontractor Management Settings screen.
Approval Status	This field displays the approval status (Pending, Blank, Hold, Approved, Closed, or Rejected) of the work assignment. If approval is not required as set up in Configure Subcontractor Management Settings, this field defaults to Approved and is disabled. All charge and vendor employee lines for this work assignment will be set to Approved as well. If approval is required, the default is Pending or the field is blank (if approval is at the charge line level). Only users who are linked to the approval code assigned to this work assignment can edit this field. If the user changes the status to Approved, all charge and vendor employee lines will have a status of Approved, but this can be modified. If the work assignment approval code requires approval at the charge line level, the status of the work assignment will remain blank until all of the charge lines have a status of Approved. If the work assignment is set to Approved but the user changes one of the charge lines to Pending, the work assignment will be set to Pending. The work assignment approval status will not change if the user sets a charge line to Rejected, Closed, or Hold.
Closed Date	This field displays the work assignment closed date and is populated by Costpoint when the work assignment approval status is set to Closed.
Approver	This field displays the name of the approver and defaults from the Approver field on the Approve Work Assignments screen.
PO ID	This field displays the purchase order (PO) number. The PO must be of types Subcontractor Agreement or Subcontractor Agreement Release as set up on the Manage Purchase Orders screen.
Release	This field displays the release number for the PO.
Change Order	This field displays the last change order number for the PO. This defaults from the Change Order field on the Manage Purchase Orders screen.
Currency	This field displays the transaction currency code for the PO as set up in the Trans Currency field on the Manage Purchase Orders screen.
Vendor	This field displays the vendor ID as set up in the Vendor field on the Header tab of Manage Purchase Orders. The vendor name displays to the right of this field.
Customer	By default, this displays the customer ID associated to the project set up on the Accounting Defaults tab of Manage Purchase Orders.
Work Assignment Start Date	This field displays the work assignment start date.
Work Assignment End Date	This field displays the work assignment end date.
Hours	This field displays the total number of hours for all charge lines.
Trans Amount	This field displays the total transactional amount for all charge lines.
Func Amount	This field displays the total functional amount for all charge lines.
Allow Unauthorized Charges	This checkbox displays whether or not unauthorized vendor employees (subcontractor resources) not linked to the work assignment to charge in Time & Expense is allowed.
Require Charge Comments	This checkbox displays whether or not to require charge comments in Time & Expense.
Allow Overtime	This checkbox displays whether or not overtime charges in Time & Expense is allowed.
Allow Entered Hours Over Charge Line/Vendor Employee Hours	This checkbox displays whether or not the hours entered by vendor employees (subcontractor resources) in Time & Expense against the work assignment is validated.
Allow Charges Over Charge Line/Vendor Employee Amount	This checkbox displays whether or not the amount entered by vendor employees (subcontractor resources) in Time & Expense against the work assignment is validated.
Allow Charges Outside Work Assignment Period of Performance	This checkbox displays whether or not the timesheet charges entered by vendor employees (subcontractor resources) in Time & Expense are within the start and end dates within the work assignment is validated. When the subcontractor invoice is created and the checkbox is not selected, any charges outside the work assignment start and end dates will be reclassified to an unallowable account, specified on the work assignment charge line. If selected, no validation will take place.
Require Subcontractor Approval On Charges	This checkbox displays whether or not to require subcontractor approval on the timesheet in Time & Expense.
Allow Charge line to exceed PO Line value	This option displays whether to allow the charge line quantity/amount to exceed the PO line quantity/amount. None: This indicates that the charge line quantity/amount cannot exceed the PO line. Warning: This indicates that Costpoint displays a warning message when the quantity/amount on all charge lines exceeds the PO line quantity/amount. Error: This indicates that Costpoint displays an error message when the quantity/amount on all charge lines exceeds the PO line quantity/amount.
Resource Security Validation against Requirements	This option displays whether or not validation applies on vendor employee security status against the PO. The option selected in this group box default from the selection made in Configure Subcontractor Management Settings. None: This indicates that Costpoint validates the vendor employee security status against the PO. Warning: This indicates that Costpoint validates the vendor employee security status against the PO and gives a warning on failed validation. Error: This indicates that Costpoint validates the vendor employee security status against the PO and gives an error message on failed validation.
Unallowable Vendor Employee Account	This field displays the allowable vendor employee labor account. This account defaults into the charge lines and is used to hold the amount in excess or outside the period of performance.
Include System Closed PO Lines	This checkbox displays whether or not to include system-closed PO lines when loading work assignment charges.
Rejection Reason	This field displays the notes indicating the reason for rejecting the work assignment.
Work Assignment Notes	This field displays the notes on the work assignment.

Subtasks

Subtask	Description
Header SOW	Click this link to open the Header SOW subtask to view the statement of work for the purchase order associated with the work assignment.
Security Reqts	Click this link to open the Security Reqts subtask to view and/or establish security requirements for the vendor employees associated with the work assignment.
Charges	Click this link to open the Charges subtask to view or modify charging information on the PO associated with the work assignment, or enter new charges for the PO.
Roles	Click this link to open the Roles subtask to enter roles that will be assigned to vendor employees associated with the work assignment.
Exchanges Rates	Click this link to open the Exchange Rates subtask to view transaction currency, rate group, and exchange rate information for the purchase order.
Work Assignment Error/Warning Messages	Click this link to open the Work Assignment Error/Warning Messages subtask to view the list of error and/or warning messages associated with the work assignment.