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

Requisition Details Tab

If you are licensed for Costpoint Human Resources and would like to use the job template as a position requisition, use this tab to fill out the requisition details, the position information, and the desired date for filling that position.

You can also view the approval information of the requisition on this tab. If you are not licensed for Costpoint Human Resources, the fields in this tab will be disabled.

Requisition Information

Field Description
Requested By

If you are using this screen to track position descriptions requisitions, you may enter, or click to select, the employee ID of the person initiating this requisition.

Requisition Date

If you are licensed for Costpoint Human Resources and are using this screen to track position requisitions, enter, or click to select, the date on which the position was requested.

If you are not using Costpoint Human Resources, this field is not editable.

Target Date

If you are licensed for Costpoint Human Resources and are using this screen to track position requisitions, enter, or click to select, the date on which you wish to fill the position.

If you are not using Costpoint Human Resources, this field is not editable.

Position

If you are licensed for Costpoint Human Resources and are using this screen to track position requisitions, use this group box to enter the type of position being requested and the desired date for filling that position. You can also specify whether this position is being requested because of a vacancy, or whether a new position is being created within the organization.

If you are not using Costpoint Human Resources, these options are not editable.

Field Description
Vacancy

Select this option if the position you are filling is available because of a vacancy.

New

Select this option if you are filling a newly created position.

Number of Openings This field displays the number of openings required to fill this job requisition.
New Business Budget ID Enter the New Business Budget ID for the job template/requisition. You can manually enter a value in this field or automatically through the Deltek Planning module's Advanced Search screen in the Project Budges/EACs, New Business Budgets, and Resource Planning applications.
Note: You can view this field only if your company has a Costpoint Planning license.
New Business Budget Description This field displays the description for the selected New Business Budget ID.
Note: You can view this field only if your company has a Costpoint Planning license.
Field Description
Comments

If you are using this screen to track position requisitions, use this group box to enter comments regarding the new or vacant position to be filled.

Approval Information

If you are licensed for Costpoint Human Resources and the job template record represents a position requisition, use this group box to view the status and approval of the job template. Requisition Approvers are specified in the Manage Position Requisition Approvers screen. Requisitions may be approved in the Approve Position Requisitions screen.

Status 

This group of options identifies the status of the position requisition.

Field Description
Pending

If you selected the Pending option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected.

Approved

If you selected the Approved option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected. This option is also selected if you select the Auto-Approve Position Requisitions check box on the Configure Personnel Settings screen.

Rejected

If you selected the Rejected option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected.

Partially Filled (Multiple Openings) Select this job request approval status option if the job request has been partially filled.
Filled

If you selected the Filled option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected. This option is also automatically selected when an employee is hired for this requisition and the new hire is imported into Costpoint from SilkRoad.

Approver

If you have filled in the Approver field for the designated position requisition on the Approve Position Requisitions screen, that approver's employee ID defaults into this non-editable field. If you select the Auto-Approve Position Requisitions check box on the Configure Personnel Settings screen, this field displays the Default Requistion Approver that you set on the Configure Personnel Settings screen.

Approval Date

If you have filled in the Date field for the designated position requisition on the Approve Position Requisitions screen, that date defaults into this non-editable field. If you select the Auto-Approve Position Requisitions check box on the Configure Personnel Settings screen, this field displays the system date.