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 Employee Workforce

Use this screen to enter a set of employees who are designated to charge the project.

This "set," or workforce, can be used for validations during timesheet entry, so that only those employees entered on the project workforce can charge the project. It can also be used to designate specific PLCs for anyone who does work on the project.

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

If you selected the Project Workforce Required check box on the Basic Info tab of the Manage Project User Flow, you must enter a Project Workforce; it is used for validations during timesheet entry. If you did not select the Project Workforce Required check box, entry of a Project Workforce is optional. In this case, no validation of the workforce occurs during timesheet entry. You can still assign special PLCs to the project workforce for tracking or billing purposes, even if no Timesheet validation is required.

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

Note: Deltek Time & Expense users — In previous versions of Costpoint, if you deleted a record in this screen, you had to perform a full download from Costpoint to move the modifications into Time & Expense. Starting with Costpoint version 6, you can move the modifications into Time & Expense by executing the Export Data to Deltek Time & Expense application with the Changes Since Last Download check box selected. The modifications are included in the export file as D record types. You do not need to perform a full download.

Use this screen to initialize a project whenever the Project Workforce Required check box on the Basic Info tab is selected or when you would like to use the Project Workforce to default PLCs. After initialization, maintenance of the data on this screen is required only for modifications/additions to the workforce.