Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Subcontracts

Use this screen to set up and maintain subcontract information.

Manage Subcontracts allows you to track the percent of subcontract value to total contract value as well as the amount of remaining funding. It also has fields and options that let you create and/or update subcontract modifications, and evaluate subcontractor performance.

You can link subcontracts to opportunities, contracts, and projects. You can also link and view requisitions and purchase orders associated with subcontracts. You can specify subcontract classification and track subcontract requirements, including 8A, Cost Accounting Standards, and incurred cost submission reporting requirements. In addition, you can manage Federal Acquisition Regulation and Defense Federal Acquisition Regulation clauses that flow down from the contract to the subcontract.

This screen has the following tabs:

  • General: Use this tab to enter, edit, or review general information about the subcontract.
  • Subcontract Info: Use this tab to specify regulations and security and business requirements that apply to the subcontract.
  • Requisitions: Use this tab to view the requisitions associated with the subcontract. You can also initiate requisitions from this tab.
  • Purchase Orders: Use this tab to view the purchase orders associated with the subcontract. You can also initiate purchase orders from this tab.
  • Modifications: Use this tab to enter and track subcontract modifications.
  • Scope of Work: Use this tab to specify the scope of work for the subcontract.
  • Supplier/Vendor Rating: Use this tab to assign or review ratings for the subcontractor associated with the subcontract.
  • Notes: Use this tab to enter notes and any other information about the subcontract.
Note: This application is available only if you are licensed for CRM & Contracts.

For More Information

Title Description

Subcontracts Clickguide

View this guide to learn how to create subcontracts. The guide highlights the purpose and key fields and options of each tab.

Contract Management Mapping Guide

This guide provides a mapping of database tables and columns/fields between opportunity, contract, and subcontract records in Costpoint. It also includes information that flows down into a project when that project is initialized from an opportunity or contract record.