Subtasks of the Manage Prospective Vendors Screen
The Manage Prospective Vendors screen has several subtasks.
These subtasks include:
- Vendor Employees
- Vendor Certifications
Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. 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.
- Address/Contact Info
- Activities
- NDA
- Teaming Agreement
- User-Defined Info
- Supplier/Vendor Rating (this subtask is available only on the Supplier/Vendor Rating tab)
- Related Topics:
- Vendor Employees Subtask
Use this subtask to assign vendor employee identification numbers for billing and payment purposes. You can also view or specify the skills, trainings, and certifications of vendor employees, which you can use to identify if vendor employees meet the requirements needed for opportunities, contracts, and/or subcontracts. - Vendor Certifications Subtask
Use this subtask to add, view, or modify certifications associated with the vendor. - Address/Contact Info Subtask
Use this subtask to enter and maintain information about vendor addresses. - Activities Subtask
Use this subtask to enter, manage, and track activities related to the vendor. - NDA Subtask
Use this subtask whenever you need to browse for, add, or launch non-disclosure agreement (NDA) documents from a network location, and associate them to vendors. - Teaming Agreement Subtask
Use this subtask whenever you need to browse for, add, or launch teaming agreement documents from a network location, and associate them to vendors. - User-Defined Info Subtask
Use this subtask to enter, edit, and view values for user-defined fields for a vendor. - Supplier/Vendor Rating Subtask
Use this subtask to view performance ratings for the supplier/vendor record or row selected on the Supplier/Vendor Rating tab.
Parent Topic: Manage Prospective Vendors