General Tab

Use this tab to enter, edit, or review general information about the subcontract.

You can enter basic information such as the subcontractor/vendor linked to the subcontract and the subcontractor administrator. You can specify the contract associated with the subcontract and view existing data for the contract, such as the contract value and contract start/end dates.

When you link a project to the subcontract, you can view general information and contract and funding values for the project. You can also view or print the Project Status Report, Project Labor Summary Report, and/or Project Non-Labor Detail Report for the project.

Subcontractor Information

Use this group box to indicate and/or view information for the subcontractor or vendor that will be working on the subcontract.

Field	Description
Long Name	This field displays the long name of the subcontractor/vendor.
Specialty	This field displays the areas of specialty of the subcontractor/vendor, if available. You enter the vendor specialty on the General tab of the Manage Contract Management Vendor Info screen.
Subcontractor Administrator	Enter, or click to select, the employee who is the subcontractor administrator. By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses. The unlabeled field to the right displays the employee name as a hyperlink that you can click to open the Manage Contract Management Employee Info screen and view additional information about the subcontractor administrator.
Organization	Enter, or click to select, the organization that you want to assign to the subcontract. The unlabeled field to the right displays the organization name. If you leave this field blank and you enter a value in the Contract ID or Opportunity ID field, the organization linked to the contract or opportunity defaults here. If a value already exists in this field and you enter a Contract ID or Opportunity ID with an assigned organization, the value in this field will not be overwritten.
NDA Received	If selected, this checkbox indicates that the non-disclosure agreement (NDA) document has been received for the subcontract. This is selected if records exist on the NDA subtask of this tab.
CAGE Code	This field displays the Contractor and Government Entity (CAGE) code for the subcontractor/vendor.
DUNS Number	This field displays the Data Universal Numbering System (DUNS) number of the subcontractor/vendor. Note: The UEI is the official identifier used by vendors transacting with the government. DUNS is retained for historical purposes and commercial needs only.
UEI Number	This field displays the Unique Entity Identifier (UEI) number of the subcontractor/vendor that is generated in the System for Award Management (SAM.gov). Note: Entering uppercase 'O' or 'I', and entering zero (0) as the first character are not allowed.
Created By	This field displays the user ID of the person who created the subcontract record. You cannot edit this field. The unlabeled field to the right displays the date when the record was created. This field is also not editable.
Modified By	This field displays the user ID of the person who last modified the subcontract record. You cannot edit this field. The unlabeled field to the right displays the date when the record was last modified. This field is also not editable.

Prime Contract Information

Use this group box to specify and view information for the contract linked to the subcontract.

Field	Description
Contract ID	Enter, or click to select, the contract ID that you want to associate with the subcontract. If an opportunity ID has already been entered (that is, in Manage Contracts, the opportunity ID was assigned to the contract under the General tab, not on the Additional Opportunities subtask), you can click to select any contract directly related to the opportunity ID. However, any active contract that exists in Manage Contracts can be entered in this field. The unlabeled field to the right displays the contract name as a hyperlink that you can click to open the Manage Contracts screen and view additional information about the contract. If you have assigned a prospective vendor to the subcontract through the Subcontractor/Vendor ID field in the header, you will not be able to link a contract ID to this subcontract record. When you try to enter a contract ID and save the record, Costpoint displays an error message. Note: The ability to assign prospective vendors to subcontracts is added in Costpoint 8.2.12. If you are in Costpoint Cloud, you can choose to opt in to this feature. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.
Opportunity ID	If a contract ID is entered, this field defaults to the opportunity ID directly linked to the contract, if one exists, but can be modified. Enter, or click to select, the opportunity ID that you want to associate with the subcontract. If a contract ID has already been entered (that is, in Manage Opportunities, the contract ID was assigned to the opportunity under the General tab, not on the Contract subtask), you can click to select any opportunity directly related to the contract ID. However, any active opportunity that exists in Manage Opportunities can be entered in this field. The unlabeled field to the right displays the opportunity name as a hyperlink that you can click to open the Manage Opportunities screen and view additional information about the opportunity.
Primary Customer ID	This field displays the primary customer ID from the contract record linked to the subcontract. The default information comes from the customer record with a Role Code of PRIMECUST (Primary Customer) and has the Primary checkbox selected on the Customers/Contacts tab of the Manage Contracts screen. If there are multiple records on this tab using the same PRIMECUST role code but no Primary checkbox is selected in any of these records, no primary customer information will default in this field. The unlabeled field to the right displays the primary customer name as a hyperlink that you can click to open the Manage Contract Management Customer Info screen and view additional information about the customer.
Prime Contract No	This field defaults to the prime contract number for the contract ID and cannot be modified.
Contract Task Order	This field defaults to the task order number for the contract ID, but can be modified. If multiple task orders are associated with the contract ID, enter, or click to select, the task order number that you want to use for this subcontract record.
Contract Start Date	This field displays the start date for the contract ID.
Subcontract No	Enter the subcontract number from the contract document.
GSA Schedule	Enter, or click to select, the General Services Administration (GSA) schedule that applies to the subcontract. Valid values are only those that exist on the Manage GSA Schedule Codes screen. Codes that display in the lookup have the Show in Lookup checkbox selected in Manage GSA Schedule Codes. Only codes that are available in the lookup can be used for new records in Manage Subcontracts.
Contract Type	This field displays the contract type of the contract ID.
Total Contract Value	This field displays the total contract value from the Manage Contracts screen based on the contract ID. It is the sum of all projects linked to the contract ID in Manage Project User Flow using the value for only the highest-level projects linked so that the contract value is not overstated. Any modifications entered in Manage Contracts, that are not linked to a project, will not be included in this total.
Aggregate Subcontract Value	This field displays the aggregate subcontract value for all subcontracts with the same prime contract number and contract task order. It is the sum of the contract value cost and fee for all subcontract modifications and does not need to be linked to a project. Subcontract modifications can be entered and viewed on the Subcontract/Project Modifications subtask of the Modifications tab of Manage Subcontracts.
Percentage of Total Contract Value	This field displays the subcontract's percentage of total contract value. Costpoint calculates this value by dividing Aggregate Subcontract Value by Total Contract Value.
Contract End Date	This field displays the end date for the contract ID.
SIN Number/Description	The Special Item Number (SIN) linked to the GSA schedule selected defaults in this field. If multiple SINs are associated with the GSA schedule, enter, or click to select, the SIN that you want to use for this subcontract record.

Subcontract Project Data

Use this group box to specify the project that you want to associate with the subcontract, and view basic information as well as contract and funding values for the project.

After you select or enter a project, you can generate reports for the project. See the View or Print Project Reports topic for more information.

Field	Description
Subcontract Project ID	Enter, or click to select, the project that will be used to track the project funded value and project contract value. The values will populate based on the modifications entered at the selected level and below. The unlabeled field to the right displays the project name as a hyperlink that you can click to open the Manage Project User Flow screen and view additional information about the project.
Subcontract Project Type	This field displays the project type.
Short Description of Work	Enter a short description of the work to be performed by the subcontractor for this subcontract record.
Project Manager	This field displays the ID of the employee who is the project manager. The unlabeled field to the right displays the employee name as a hyperlink that you can click to open the Manage Contract Management Employee Info screen and view additional information about the project manager.
Project Start Date	This field displays the project start date.
Project End Date	This field displays the project end date.
Project Funded Value	This field displays the total funded value for the project based on modifications entered at the subcontract project ID level and below on the Manage Modifications screen or on the Modifications subtask of the Manage Project User Flow screen.
Project Contract Value	This field displays the total contract value for the project based on modifications entered at the subcontract project ID level and below on the Manage Modifications screen or on the Modifications subtask of the Manage Project User Flow screen.
Total Subcontract Funding	This field displays the total subcontract funding amount entered on the Modifications tab, regardless of the subcontract project ID entered, and does not need to be linked to a project.
Total Subcontract Contract Value	This field displays the total subcontract contract amount entered on the Modifications tab, regardless of the subcontract project ID entered, and does not need to be linked to a project.
ITD Subcontractor Expenses	This field displays the inception-to-date (ITD) subcontractor posted and unposted expenses. It is the sum of the expenses for projects at and below the subcontract project for the vendor linked to the subcontract record.
Remaining Funded Value	This field displays the remaining funded value. Costpoint calculates this as Total Subcontract Funding less ITD Subcontractor Expenses.
PO Total Summary	This field displays the total PO amount for all the purchase orders associated with the subcontract. Click the hyperlink to display the Purchase Orders Linked subtask and view additional information about the POs. Details on this subtask are the same as those on the Purchase Orders tab.
PO Total Balance Remaining	This field displays the total remaining PO balance amount for all the purchase orders associated with the subcontract. Click the hyperlink to display the Purchase Orders Linked subtask and view additional information about the POs. Details on this subtask are the same as those on the Purchase Orders tab.

Subtasks

Subtask	Description
Subcontractor Address/Contact Info	Use this subtask to view address and contact details of the subcontractor associated with the subcontract.
Vendor Employees	Use this subtask to view vendor employees of the subcontractor associated with the subcontract.
NDA	Use this subtask to browse for, add, or launch NDA documents from a network location, and associate them to subcontracts.
Additional Opportunities	Use this subtask to associate additional opportunities to the subcontract.
Contracts	Use this subtask to associate additional contracts to the subcontract.
Activities	Use this subtask to enter and view activities related to the subcontract.
Documents	Use this subtask to enter and view documents attached to the subcontract.
User-Defined Info	Use this subtask to enter, edit, and view values for user-defined fields for a subcontract.