Contents of the Manage Employee Workforce Screen

Use the fields and options to configure the Manage Employee Workforce screen.

Identification

Field Description
Project

Enter, or click to select, a valid project for which to enter data. If you selected the Use Top Level Workforce checkbox on the Basic Info tab of the Manage Project User Flow, you should enter the top level of the project. If you did not select this checkbox, enter the transaction level of the project. The unlabeled field to the right displays the project description.

Project Workforce

Field Description
Overtime Authorized for Employees

Select this checkbox to authorize the charging of overtime pay types for employees on the Workforce. If the project is the top level and the Use Top Level Workforce checkbox is selected on the Basic Info tab of the Manage Project User Flow, the top level and all lower levels of the project are included. If the Use Top Level Workforce checkbox is not selected, the restriction is in effect only for the project levels set up in this screen. If this checkbox is cleared, Costpoint displays a warning message on the Manage Timesheets screen any time an overtime pay type is entered for the project. It is a soft edit on the Manage Timesheets screen.

Employees

Field Description
Employee

This column displays each employee who is available to be added to the project workforce. If the project is the top level and the Use Top Level Workforce checkbox is selected on the Basic Info tab of the Manage Project User Flow, your selections are applicable for the top level and all lower levels of the project. If the Use Top Level Workforce checkbox is not selected, you must select employees for each project transaction level. Highlight the employees you want to include in the project workforce, then click the Select button.

Employee Name

This non-editable column displays the name of each employee in the Employee column.

Home Organization

This non-editable column displays the home organization of each employee in the Employee column.

PLC

This non-editable column displays the current PLC of each employee in the Employee column.

Select

After you highlight employees in the Employees group box, click this button to move them to the Selected Employees table window.

Selected Employees

Field Description
Employee

This column displays each employee who is authorized to charge this project. If the project is the top level and the Use Top Level Workforce checkbox is selected on the Basic Info tab of the Manage Project User Flow, your selections are applicable for the top level and all lower levels of the project. If the Use Top Level Workforce checkbox is not selected, you must select employees for each project transaction level.

Employee Name

This non-editable column displays the name of each employee in the Employee column.

Home Organization

This non-editable column displays the home organization of each employee in the Employee column.

PLC

This non-editable column displays the current PLC of each employee in the Employee column.

Starting Date

Enter, or click to select, the employee's starting date.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.12 release. 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.
Ending Date

Enter, or click to select, the employee's ending date.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.12 release. 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.

Subtask

Subtask Description
Assign PLC to Employee Workforce Use the Assign PLC to Employee Workforce subtask to assign PLCs to each employee in the workforce. You can also establish a default PLC for each employee.