Costpoint Online Help

Using the Help Search

Employees Subtask

Use this subtask to link employees to the organizational conflict of interest (OCI) record.

You can add employees that may have worked on conflicting projects. You can manually enter employees in the table window. You can also click the Load button to have Costpoint automatically populate the table window with employees linked to the project entered on the main screen of Manage Organization Conflict of Interest (OCI).

You can link multiple employees to an OCI record. Once you enter an employee ID or use the Load function, Costpoint automatically populates the other fields with values for the employee(s).

Click New to add a new line.

Table Window

Field	Description
Employee	Enter, or click to select, the employee ID that you want to link to the OCI record. After you save the record, the employee ID displays as a hyperlink that you can click to open the Manage Contract Management Employee Info screen and view additional information about the employee.
Employee Name	This field displays the employee name.
U.S. Citizen	If selected, this check box indicates that the employee is a citizen of the United States.
Role	This field displays the role assigned to the employee on the Opportunity Employee Team subtask of Manage Opportunities, but you can modify it. Enter, or click to select, the role that you want to assign to the employee.
Role Description	This field displays the description of the role.
Remarks	Enter remarks or any relevant information about the employee.
Load	Click this button to have Costpoint automatically populate the table window with the employees that charge against the project entered in the Project Number field on the Manage Organization Conflict of Interest (OCI) main screen. This process also displays employees linked to lower levels of the project included on the Projects subtask.

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Employees Subtask

Use this subtask to link employees to the organizational conflict of interest (OCI) record.

You can add employees that may have worked on conflicting projects. You can manually enter employees in the table window. You can also click the Load button to have Costpoint automatically populate the table window with employees linked to the project entered on the main screen of Manage Organization Conflict of Interest (OCI).

You can link multiple employees to an OCI record. Once you enter an employee ID or use the Load function, Costpoint automatically populates the other fields with values for the employee(s).

Click New to add a new line.

Table Window

Field	Description
Employee	Enter, or click to select, the employee ID that you want to link to the OCI record. After you save the record, the employee ID displays as a hyperlink that you can click to open the Manage Contract Management Employee Info screen and view additional information about the employee.
Employee Name	This field displays the employee name.
U.S. Citizen	If selected, this check box indicates that the employee is a citizen of the United States.
Role	This field displays the role assigned to the employee on the Opportunity Employee Team subtask of Manage Opportunities, but you can modify it. Enter, or click to select, the role that you want to assign to the employee.
Role Description	This field displays the description of the role.
Remarks	Enter remarks or any relevant information about the employee.
Load	Click this button to have Costpoint automatically populate the table window with the employees that charge against the project entered in the Project Number field on the Manage Organization Conflict of Interest (OCI) main screen. This process also displays employees linked to lower levels of the project included on the Projects subtask.