Contents of the Manage Work Assignments Screen
Use the fields and options to configure the Manage Work Assignments screen.
Identification
| Field | Description |
|---|---|
| Work Assignment ID |
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 check box is selected on the Configure Subcontractor Management Settings screen. |
| Work Assignment Description |
Enter the work assignment description. |
| Work Assignment Approval Code |
Enter, or click
This field is required if the Require Work Assignment Approval check box is selected on the Configure Subcontractor Management Settings screen. |
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.
Status
| Field | Description |
|---|---|
| Approval Status |
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. |
| Closed Date |
This field displays the work assignment closed date and is populated by Costpoint when the work assignment approval status is set to Closed. |
| Approver |
This field displays the name of the approver and defaults from the Approver field on the Approve Work Assignments screen. |
Subtasks
| Subtask | Description |
|---|---|
| PO Info | Click this link to open the PO Info subtask to view general information, cost amounts, and other additional information on the PO lines linked to the purchase order associated with the work assignment. |
| Header SOW | Click this link to open the Header SOW subtask to view the statement of work (SOW) for the purchase order associated with the work assignment. |
| Security Reqts | Click this link to open the Security Reqts subtask to view and/or establish security requirements for the vendor employees associated with the work assignment. |
| Charges | Click this link to open the Charges subtask to view or modify charging information, or enter new charges for the PO. |
| Roles | Click this link to open the Roles subtask to enter roles that will be assigned to vendor employees and employees who are assigned functional roles in Deltek Time & Expense for approval of timesheets. |
| Exchanges Rates | Click this link to open the Exchange Rates subtask to view transaction currency, rate group, and exchange rate information for the purchase order. |
| Work Assignment Error/Warning Messages | Click this link to open the Work Assignment Error/Warning Messages subtask to view the list of error and/or warning messages associated with the work assignment upon approval. |