Costpoint Online Help

Using the Help Search
Using the Help Search
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Contract Primes Subtask

Use this subtask to associate one or more prime contractors with the contract and define their roles.

You can assign the same role to multiple contractors.

You can manually add prime contractors to the table window or use the Load Opp Primes button to have Costpoint automatically populate the table window with prime contractors associated with the opportunity linked to the contract.

Table Window

Click New to add a new line.

Field Description
Load Opp Primes

Click this button to automatically populate the table window with prime contractors associated with the opportunity linked to the contract. Prime contractors that display are those that exist on the Opportunity Primes/Competitors subtask on the Team tab of the Manage Opportunities screen.

Only regular (not prospective) customers are loaded in the process. Competitors are also excluded on this subtask.

Note: If new opportunity primes are added after the initial contract primes have been loaded, you can load data again from the opportunity. Any previous rows loaded will be duplicated, and you need to remove them before saving to prevent duplicate records.
Prime ID

Enter, or click to select, the customer that you want to assign as a prime contractor for the contract.

Name This field displays the prime contractor name.
Role Enter, or click to select, the role that you want to assign to the prime contractor. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the Customer check box is selected.
Role Description This field displays the description of the role.
Address Code This field displays the address code for the prime contractor.
Address 1, Address 2 These fields display the prime contractor'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.
State/Province This field displays the state/province of the prime contractor.
Zip/Postal Code This field displays the ZIP or postal code of the prime contractor.