Potential Resource Details Subtask

Use this subtask to add or view resources that may be included in the bid and proposal process for the opportunity and those that could potentially work on the future contract.

If the Use Planning check box is not selected, you can manually enter or select resources on this subtask.

If Use Planning is selected, all resources displayed on this subtask will be loaded from Costpoint Planning. The resources identified on the New Business Budgets or Budget By Resource screen in Planning for the corresponding labor category will display on this subtask when the new business budget linked to the opportunity is committed (that is, the Commit Budget check box has been selected for the budget). You will not be able to add and save new lines. Costpoint also does not allow you to delete lines that were added through Planning, but you can modify some fields for these records.

Attention: For details on how resource information is shared between the Contracts and Planning domains, see Opportunity and Contract Teams and Integration with Planning.

Once you have saved the potential resource records manually entered on this subtask, only the following fields can be modified. These are also the only fields that you can edit for records loaded from Planning:

• Resource Location
• Work Location
• Status
• Include in Work Force
• Default PLC
• Role Description
• Notes

Note: Before using this subtask, make sure that you have set up labor categories for the opportunity on the Labor Categories subtask. Only the labor categories defined on that subtask can be used in the Labor Category field in Potential Resource Details.

Table Window

To begin adding resources when Use Planning is not selected, click New.

Field	Description
Resource Type	Select the resource type from the drop-down list. Valid options are: Employee Generic Staff Vendor Vendor Employee Prospective Vendor Prospective Vendor Employee The Generic Staff resource type can be used only once per labor category.
Employee ID	This field is enabled only if you selected Employee in Resource Type. Enter, or click to select, a valid employee that may be included in the bid and proposal process for the opportunity. The lookup displays only active employees (including those with the Contractor check box selected on the Manage Employee Information screen). 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.
Vendor ID	This field is enabled only if you selected Vendor in Resource Type. Enter, or click to select, the vendor that could potentially work on the contract when you win the bid for the opportunity. The lookup displays only vendors with Active and Give Warning statuses. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the vendor has an active exclusion. If you select a vendor that is on the SAM.gov exclusion list and save the record, Costpoint gives out a warning message informing you that the vendor has an active exclusion. You have the option to continue adding lines/rows or save the record, or you can replace the initially selected vendor with one that has no active exclusion. After you save the record, the vendor ID displays as a hyperlink that you can click to open the Manage Vendors screen and view additional information about the vendor.
Vendor Name	This field displays the vendor name.
Vendor Employee ID	This field is enabled only if you selected Vendor Employee in Resource Type. Enter, or click to select, the vendor employee that could potentially work on the future contract. The lookup displays only active vendor employees. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the parent vendor of the employee has an active exclusion. After you save the record, the vendor employee ID displays as a hyperlink that you can click to open the Manage Vendor Employees screen and view additional information about the vendor employee.
Vendor Employee Name	This field displays the vendor employee name.
Prospective Vendor	This field is enabled only if you selected Prospective Vendor in Resource Type. Enter, or click to select, the prospective vendor that could potentially work on the future contract. The lookup displays all prospective vendors. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the prospective vendor has an active exclusion. If you select a prospective vendor that is on the SAM.gov exclusion list and save the record, Costpoint gives out a warning message informing you that the prospective vendor has an active exclusion. You have the option to continue adding lines/rows or save the record, or you can replace the initially selected prospective vendor with one that has no active exclusion. After you save the record, the prospective vendor displays as a hyperlink that you can click to open the Manage Contract Management Vendor Info screen and view additional information about the prospective vendor.
Prospective Vendor Name	This field displays the prospective vendor name.
Prospective Vendor Employee	This field is enabled only if you selected Prospective Vendor Employee in Resource Type. Enter, or click to select, the prospective vendor employee that could potentially work on the future contract. The lookup displays all prospective vendor employees. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the parent vendor of the employee has an active exclusion. After you save the record, the prospective vendor employee displays as a hyperlink that you can click to open the Manage Contract Management Vendor Info screen. On that screen, open the Vendor Employees subtask to view additional information about the prospective vendor employee.
Prospective Vendor Employee Name	This field displays the prospective vendor employee name.
Labor Category	Enter, or click to select, the opportunity labor category. Only those that have been set up on the Labor Categories subtask will be allowed for entry or selection.
Resource Location	Enter, or click to select, the resource location. If you selected Employee or Vendor Employee in Resource Type and entered the employee ID or vendor employee ID, this field defaults to the location of that employee.
Work Location	Enter, or click to select, the location where work will be performed. This will default based on the labor category selected on the Labor Categories subtask but can be changed.
Status	Select the status of the potential resource. This defaults to Active, but you can change it to Inactive. The potential resource status is in relation to the opportunity labor category. Changing this status does not affect the status of the source resource. For example, setting a resource with type of Employee to inactive will have no impact on the status of the source employee in the EMPL database table. If the labor category associated with the resource is changed from Active to Inactive, one of the following results takes place: If Use Planning is not selected, Costpoint automatically updates the resource's status also to Inactive. If at a later point the labor category has been activated again, you have to manually change the status of the resource to Active if desired. If Use Planning is selected, Costpoint throws an error. Associated resources on the Planning side must be removed before the labor category can be inactivated.
Include in Work Force	Select this check box to indicate if the potential resource should be included in the project work force when the opportunity is won and a contract is linked to the opportunity. This check box is disabled for Generic Staff.
PLC	This field displays the project labor category (PLC) associated with the opportunity labor category.
Default PLC	Select this check box to indicate if the PLC associated with the labor category is the default PLC for the potential resource. If there are multiple rows for the resource and the resource is associated with different PLCs, select only one default PLC for the resource. This check box is enabled only for Employee, Vendor, and Vendor Employee resource types.
Role	Enter, or click to select, the role that you want to assign to the potential resource. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the following check boxes are selected: Employee check box for the Employee and Generic Staff resource types Subcontractor check box for the Vendor, Vendor Employee, Prospective Vendor, and Prospective Vendor Employee resource types
Role Description	This field displays the description of the role.
Notes	Enter any notes related to the potential resource.