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 Vendor Workforce

Use this screen to enter a set of vendors that is designated to charge the project.

This "set," or workforce, can be validated during A/P Voucher or Timesheet entry, so that only those vendors entered on the project workforce can charge the project. It can also be used to designate specific Project Labor Categories for anyone who does work on the project.

Using the Project Workforce to default PLCs can greatly expedite the voucher entry process. Generally, a Project Workforce is necessary when the customer places a limitation on who can charge the project, or when the project has specific Labor Category billing rates that must be used.

When the Project Workforce Required check box on the Basic Info tab of the Manage Project User Flow screen is selected, you must enter a project workforce, which is validated during Timesheet or A/P Voucher entry. If the Project Workforce Required check box is not selected, entry of a Project Workforce is optional. In this case, no validation occurs during Timesheet or Voucher entry. PLCs can still be assigned to the Project Workforce for tracking or billing purposes, even if no Timesheet or Voucher validation is required.

If the Use Top Level Workforce check box is selected on the Basic Info tab of the Manage Project User Flow screen, you can set up the project workforce in this screen at the top level and it is effective for the entire project. If the Use Top Level Workforce check box has not been selected, you must set up the project workforce at each charging level.

Use this screen when initializing a project when the Project Workforce Required check box is selected on the Basic Info tab on the Manage Project User Flow screen or when you want to use the Project Workforce to default the PLC on the timesheet or in voucher entry. After initialization, maintain this screen only when modifications/additions to the Workforce require it.