The work assignment ID number, containing up to 30 alphanumeric characters, is the unique identifier for this work assignment. Use this field to enter the ID for the work assignment you are setting up. You can leave this field blank and Costpoint will automatically assign the ID if the Enable Auto-Assign checkbox is selected on the Configure Subcontractor Management Settings screen.

Enter the work assignment description.

Select from the following options:

• Subcontractor Agreement: Select this option if the work assignment will be used for subcontractor purchase orders (POs).
• Subcontractor Agreement Intracompany: Select this option if the work assignment will be used for intracompany subcontractor POs. Intracompany subcontractor POs allow the intracompany vendor (performing company) and its employees to view and update the work assignment created by the contracting company as well as charge the work assignment on their timesheet/expense.

  If you select this option, entry and lookup of the PO ID field on the Basic Information tab will be limited to POs associated with an intracompany vendor (vendor with the Intracompany Vendor checkbox selected on the Manage Vendors screen).

Once you save the record, this field can no longer be edited.

Enter, or click to select, a work assignment approval code. Approval codes are set up in Manage Work Assignment Approval Codes and are used to control the approval process of work assignments at either the work assignment or charge level.

This field is required if the Require Work Assignment Approval checkbox is selected on the Configure Subcontractor Management Settings screen.

This field displays the name of the contracting company who created the work assignment record.

In Form view, this field displays only if Work Assignment Type is Subcontractor Agreement Intracompany and is visible only to the performing company.

In Table view, this field displays regardless of the work assignment type and whether the logged-in user is from the contracting company or the performing company.

This field displays the approval status (Pending, Blank, Hold, Approved, Closed, or Rejected) of the work assignment. If approval is not required as set up in Configure Subcontractor Management Settings, this field defaults to Approved and is disabled. All charge and vendor employee lines for this work assignment will be set to Approved as well.

If approval is required, the default is Pending or the field is blank (if approval is at the charge line level). Only users who are linked to the approval code assigned to this work assignment can edit this field. If the user changes the status to Approved, all charge and vendor employee lines will have a status of Approved, but this can be modified.

If the work assignment approval code requires approval at the charge line level, the status of the work assignment will remain blank until all of the charge lines have a status of Approved. If the work assignment is set to Approved but the user changes one of the charge lines to Pending, the work assignment will be set to Pending. The work assignment approval status will not change if the user sets a charge line to Rejected, Closed, or Hold.

Hold means that the work assignment is not eligible for approval. The status must be changed to Pending before the work assignment can be approved.

This field displays the work assignment closed date and is populated by Costpoint when the work assignment approval status is set to Closed.

This field displays the name of the approver and defaults from the Approver field on the Approve Work Assignments screen.