Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
For more information:Searching Online Help

Contract Employee Team Subtask

Use this subtask to associate one or more employees with the contract proposal process and define their roles.

You can assign the same role to multiple employees.

You can manually add employees to the table window. You can also use the Load Opp Employees button to have Costpoint automatically populate the table window with employees associated with the main opportunity linked to the contract.

Table Window

Click New to add a new line.

Field Description
Load Opp Employees Click this button to automatically populate the table window with employees associated with the opportunity linked to the contract. Employees that display are those that exist on the Opportunity Employee Team subtask on the Team tab of the Manage Opportunities screen.
Employee

Enter, or click to select, a valid employee that you want to associate with the contract. By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses.

After you save the record, the employee ID displays as a hyperlink that you can click to open the Manage Contract Management Employee Info screen and view additional information about the employee.

Name This field displays the name of the employee you selected.
Title This field displays the title of the employee you selected.
Role Description Enter, or click to select, the role that you want to assign to the employee. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the Employee check box is selected.