Subcontractor Management

Use Costpoint Subcontractor Management to configure and maintain settings for subcontractor management functions.

Use this module to create and manage work assignments, which contain the business rules that define the items and subcontractor resources that can charge against the subcontractor agreement purchase orders in Deltek Time & Expense. You can configure the charging rules on the work assignments and determine whether to require approvals of work assignments. Several options are available for approving the work assignments before charging information can be seen in Time & Expense. In addition, there is an option to validate the security clearance requirements of the work assignments to the security clearance requirements of the assigned subcontractor resources or vendor employees.

You can use Costpoint Subcontractor Management to create subcontractor invoices based on labor hours from Time & Expense and/or hourly rates of subcontractor resources or vendor employees from work assignments or purchase order lines. This module also allows you to make changes to subcontractor invoices, approve these invoices, and print both approved and unapproved invoices.

Note: This module and the applications under it are available only if you are licensed for Subcontractor Management.

Warning:

Deployment Requirement: Because the Subcontractor Management feature utilizes a direct integration between Costpoint and Time & Expense, to use the Subcontractor Management functionality, you must use a shared Costpoint 7.1.1 and Time & Expense 10 deployment model (for example, your Costpoint database and Time & Expense database must be part of a single system).

The following menus are included in Subcontractor Management:

Work Assignments

Use these screens to create, maintain, and approve work assignments:

• Manage Work Assignments
• Approve Work Assignments

Subcontractor Invoices

Use these screens to create, manage, view, and approve subcontractor invoices:

• Create Subcontractor Invoices
• Manage Subcontractor Invoices
• Print Subcontractor Invoices
• Approve Subcontractor Invoices

Subcontractor Management Reports/Inquiries

Use these screens to print detailed information about work assignments and view the current status of work assignments:

• Print Work Assignment Detail Report
• View Work Assignment Status

Subcontractor Management Controls

Use these screens to establish control settings for subcontractor management functions and to set up work assignment roles and approval codes:

• Configure Subcontractor Management Settings
• Manage Work Assignment Roles
• Manage Work Assignment Approval Codes