Costpoint Online Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Hours Subtask

Use this subtask to view, copy, or create labor hour records for staff, subcontractors, and consultants.

The following information displays in the Hours subtasks.

Column Headings Description
Hours Type Select the type of hours you want to enter. Choose from the following options:
  • Staff Hours
  • Subcontractor Hours
  • Consultant Hours
ID Type Select the resource ID Type. The options that display vary depending on the value selected in Hours Type.

If you chose Staff Hours, options include:

  • Employee
  • Generic Labor Category
  • Generic Staff
  • Key Entry
  • Project Labor Category

If you chose Subcontractor Hours or Consultant Hours, options include:

  • Contract Employee
  • Generic Labor Category
  • Key Entry
  • Project Labor Category
  • Prospective Vendor
  • Prospective Vendor Employee
  • Vendor
  • Vendor Employee

The Prospective Vendor and Prospective Vendor Employee values display in Lookup only if the budget is linked to an Opportunity ID. These values populate directly from Contract Management, where vendor information is maintained. If the status of a vendor or vendor employee is later upgraded to Approved, the ID number is automatically updated. When the budget is opened, the old Prospective ID and the new approved ID is displayed for any changes.

ID Click to select the ID of the resource type you selected. This column displays the ID of the resource.
Name Click to select the name of the resource.
Acct ID Click to select the labor account ID of the resource. This field defaults to the resource’s default account ID if one exists, which is editable.
Org ID Click to select the Organization ID of the resource. This field defaults to the resource’s default Org ID if one exists, which is editable.
Opportunity Labor Category This field displays if the budget is linked to an opportunity in Costpoint Contracts.

This field is disabled if ID Type is selected as Key Entry, PLC, or GLC.

Click to assign an opportunity labor category for the selected resource.

The Lookup values populate from the Labor Categories table in the Manage Opportunities screen, and because the integration works in both directions, the resource information is applied to the Potential Resources Details table in Manage Opportunities after the budget is committed.

To identify potential resources by searching according to opportunity labor category, use the Advanced Search feature.

GLC/PLC This column displays the Project Labor Category. The only time this column displays the General Labor Categories is if the ‘ID Type’ chosen is General Labor Category.
Hr Rate This field only displays an Hourly Rate for Generic, GLC or PLC ID Types. Unless the ‘Labor Suppression’ is OFF in Costpoint Security Settings then employee labor rates display when doing a Query and displayed in this column.
Rev Clear the check box in this column for any individual resource where you do not want revenue calculated.
Brd Clear the check box if you do not want Burden calculated on this resource.
Total This column totals the hours for each resource during the date range selected for the budget.
YY-MM-DD These columns display the hours budgeted per period. In the ‘Working’ status the columns are editable.

Employee Schedule Subtask

When creating new business budgets, use this subtask to view what other projects an employee has been allocated or budgeted on and the total available hours and remaining hours for that employee.

Note: In New Business Budgets > Hours subtask > Employee Schedule subtask, only Staff Hours display the scheduled hours deducted from available hours.

For Subcontractor Hours and Consulting Hours only total available hours by period are shown without the deduction of scheduled hours.

The following are the columns that display for the Employee Schedule table.

Column Headings Description
Project ID This column displays all Projects, EACs and New Business Budgets on which the employee has been scheduled.
Source This column displays the source of the budget if NB, EAC or BUD.
Version If more than one budget exists, this field displays the version number of each.
Manager If the ID is for a New Business Budget, the Manager is the owner of that Budget. If the ID is for a Project Budget or EAC, the Manager is the Project Manager.
Total This displays the total hours per column information.
YY-MM-DD This displays the hours per resource in all periods.

Advanced Search Subtask

The Advanced Search subtask displays if the new business budget has a status of Working.

See "Advanced Search" under Related Topics below for more information.

Fill Subtask

The following are the fields that display for the Fill subtask.

Field Description
Start Period

Click to display the calendar and select a starting date to copy values from

End Period

Click to display the calendar and select an end date to copy values throughout.

Fill Values

If you click Fill Values, the value in the start period is copied all the way through in that one record from the starting date to the end date.

Fill Rows

If you click Fill Rows, the value is copied in all rows and columns from start date to end date.

Fill Columns

If you click Fill Columns, all values in the selected column are copied into all the other columns, from start date to end date. This means the whole column is copied and not just the value in that cell.

Notes Subtask

This form displays the note associated with the labor hour records for staff, subcontractors and consultants.