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

Screen Fields

Use the fields on the Resource Information screen to enter basic employee information.

When you add a new Employee, subtasks are not available until you click Create User Account.

Identification

Field Description
Employee ID

Enter up to a 20-character, uppercase alphanumeric employee ID. Each ID must be unique.  This ID will be displayed in the record description if the employee ID has been configured to be displayed in the Configure General Settings screen.

Active

Select this check box if the employee is active in the system. The default value is checked.

Last Name

Enter up to 30 characters for the last name.

First Name

Enter up to 30 characters for the first name.

Middle Initial

Enter the employee's middle initial.

Government ID

Enter up to a 20-character, uppercase alphanumeric government ID.  This is the employee's initial password.

The employee must enter the initial password exactly as you enter it here.  For example, if you use dashes in the Government ID, the employee must enter them as well.

Vendor ID

Enter a 12-character, alphanumeric vendor ID.

Login ID

Enter up to a 20-character, alphanumeric ID that will be used as the employee's login ID for Deltek Time. Unless specified otherwise, the Import Console process (in the Interfaces menu) will default this value to the employee ID value being imported.

Hire Date

Use the Calendar Lookup to the right of the field to select the hire date of the employee.

Termination Date

Use the Calendar Lookup to the right of the field to select the termination date of the employee.

Email Use this field to enter resource's email address.

If your Time & Expense system is co-deployed with Costpoint, and if a record exists for the resource in Manage Users, this field is non-editable and displays the email address that exists for the resource in that screen. This address is used when email is sent from applications within Time & Expense.

Resource Type Designate whether the resource is an employee or subcontractor. Choose the appropriate option from the drop-down list.
Security Role This column, which is visible only in Table view, displays the security role to which the resource is assigned.

Payroll

Field Description
Payroll ID

Enter up to a 20-character, alphanumeric ID that will be used for the Payroll interface.

Payroll Employee ID

Enter up to a 20-character, alphanumeric employee ID that will be used for the Payroll interface

Costpoint Vendor

Field Description
Costpoint Vendor Employee ID

Enter up to a 20-character, alphanumeric ID that will be used for the Subcontractor Employee interface.

Costpoint Vendor Email

Enter the subcontractor's Email address.