Contents of the Manage Subcontractor Detail Screen

Note: The changes in the layout of this screen's header section are reflected in Costpoint 2025.2. If you are in Costpoint Cloud, you can choose to opt in to this feature. 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.

Manage Subcontractor Detail

Use the options in this group box to determine the selection criteria for which you want to view subcontractor timesheets or expenses. After setting the parameters, click to populate the Timesheet Detail and Expense Detail tabs.

Timesheet Option

Field	Description
Option	Select the range option from the drop-down list. The options available are: All: The Start and End fields are disabled for this option. This is the default. One: The End field is disabled for this option. Range: Select this option to include a contiguous range of timesheet periods. From Beginning: The Start field is disabled for this option. To End: The End field is disabled for this option.
Start Fiscal Year	Enter, or click to select, the beginning fiscal year for which you want to view subcontractor timesheet details. If you select All or From Beginning in the Option field, this field is inactive.
Start Period	Enter, or click to select, the beginning period for which you want to view subcontractor timesheet details. If you select All or From Beginning in the Option field, this field is inactive.
End Fiscal Year	Enter, or click to select, the ending fiscal year for which you want to view subcontractor timesheet details. If you select All, One, or To End in the Option field, this field is inactive.
End Period	Enter, or click to select, the ending period for which you want to view subcontractor timesheet details. If you select All, One, or To End in the Option field, this field is inactive.

Transaction Status

Use this field to determine the status of the subcontractor transactions you want to view. At least one transaction status must be selected. The options available are:

Open: Select this option to view open subcontractor transactions. This is the default selection. If the Allow User to Edit Subcontractor Detail Rows checkbox is selected on the Subcontractor Management Settings screen, you can edit specific fields on the Timesheet Detail and Expense Detail tabs.
Closed: Select this option to view closed subcontractor transactions. Transactions are considered closed after the Approve Subcontractor Invoice process and if both the Voucher Created and In Process checkboxes are selected on the Timesheet Detail and Expense Detail tabs.
Both: Select this option to view both open and closed subcontractor transactions.

Expense Report Date

Field	Description
Option	Select the range option from the drop-down list. The options available are: All: The Start and End fields are disabled for this option. This is the default. One: The End field is disabled for this option. Range: Select this option to include a contiguous range of expense report dates. From Beginning: The Start field is disabled for this option. To End: The End field is disabled for this option.
Start	Enter, or click to select, the beginning expense report date for which you want to view subcontractor expense details.
End	Enter, or click to select, the ending expense report date for which you want to view subcontractor expense details.

Field

Description

Option

Select the range option from the drop-down list. The options available are:

All: The Start and End fields are disabled for this option. This is the default.
One: The End field is disabled for this option.
Range: Select this option to include a contiguous range of expense report dates.
From Beginning: The Start field is disabled for this option.
To End: The End field is disabled for this option.

Start

Enter, or click to select, the beginning expense report date for which you want to view subcontractor expense details.

End

Enter, or click to select, the ending expense report date for which you want to view subcontractor expense details.

Selection Range

Use the two drop-down lists to filter subcontractor details that you want to view. Select from the following options:

Work Assignment: This is the default for the first drop-down list.
Purchase Order: This is the default for the second drop-down list.
Project
Vendor
Vendor Employee

Note: The primary selection cannot be the same as the secondary selection since there might be overlap in the records.

Field	Description
Option	Select the range option from the drop-down list. The options available are: All: The Start and End fields are disabled for this option. This is the default. One: The End field is disabled for this option. Range: Select this option to include a contiguous range of work assignments, POs, projects, vendors, or vendor employees. From Beginning: The Start field is disabled for this option. To End: The End field is disabled for this option.
Start and End	The Lookups in the Start and End fields are dynamically updated based on your selection from the drop-down list. For example: If Work Assignment is selected, the Lookup will display a list of work assignment IDs and work assignment descriptions. If Purchase Order is selected, the Lookup will display a list of PO IDs and PO release numbers. If Project is selected, the Lookup will display a list of project IDs and project names. If Vendor is selected, the Lookup will display a list of vendor IDs and vendor names. If Vendor Employee is selected, the Lookup will display a list of vendor employee IDs and vendor employee names.