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

Team Tab

Use this tab to identify the employees, prime contractors, and other resources who are working or will possibly work on the contract. You can also use this tab to specify the labor categories and criteria as well as labor rates that will be used in the contract.

When you use the Load Opp button on the subtasks, this tab pulls information from the Team tab of the Manage Opportunities screen, but you have the option to add new information or delete rows that are no longer applicable to the contract. Except for Project Budget Resources, all the other subtasks have the Load Opp button. Data displayed in Project Budget Resources come from Costpoint Planning.

Subtasks

Subtask Description
Contract Employee Team Use this subtask to associate one or more employees with the contract proposal process and define their roles.
Labor Rates Use this subtask to enter labor rates applicable to the contract.
Labor Categories Use this subtask to define labor categories that can help you identify resources that meet specific criteria needed for the contract.
Potential Resource Details Use this subtask to add or view resources that may be added to the work force and could potentially be included on the project associated with the contract.
Contract Primes Use this subtask to associate one or more prime contractors with the contract and define their roles.
Project Budget Resources Use this subtask to view project budget resources for related projects from Costpoint Planning. This subtask is visible only if you selected the Use Planning check box on the main screen.