Costpoint Online Help

Using the Help Search
Using the Help Search
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Subs/Vendors Subtask

Use this subtask to link subcontractors and/or vendors to the organizational conflict of interest (OCI) record.

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

You can link multiple subcontractors/vendors to an OCI record. Once you enter a subcontractor/vendor ID or use the Load function, Costpoint automatically populates the other fields with values for the subcontractor or vendor.

Click New to add a new line.

Table Window

Field Description
Vendor

Enter, or click to select, the subcontractor/vendor ID that you want to link to the OCI record. Only active vendors are allowed in this field.

After you save the record, the subcontractor/vendor ID displays as a hyperlink that you can click to open the Manage Contract Management Vendor Info screen and view additional information about the subcontractor/vendor.

Vendor Name This field displays the subcontractor/vendor name.
Role This field displays the role assigned to the subcontractor/vendor on the Opportunity Teammates/Competitors subtask of Manage Opportunities, but you can modify it. Enter, or click to select, the role that you want to assign to the subcontractor/vendor.
Role Description This field displays the description of the role.
Remarks Enter remarks or any relevant information about the subcontractor/vendor.
Load Click this button to have Costpoint automatically populate the table window with the subcontractors/vendors 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 subcontractors/vendors linked to lower levels of the project included on the Projects subtask.