Subcontractor Management
Use Costpoint Subcontractor Management to configure and maintain settings for subcontractor management functions.
Use this module to create and manage work assignments, which contain the business rules that define the items and subcontractor resources that can charge against the subcontractor agreement purchase orders in Deltek Time & Expense. You can configure the charging rules on the work assignments and determine whether to require approvals of work assignments. Several options are available for approving the work assignments before charging information can be seen in Time & Expense. In addition, there is an option to validate the security clearance requirements of the work assignments to the security clearance requirements of the assigned subcontractor resources or vendor employees.
You can use Costpoint Subcontractor Management to create subcontractor invoices based on labor hours from Time & Expense and/or hourly rates of subcontractor resources or vendor employees from work assignments or purchase order lines. This module also allows you to make changes to subcontractor invoices, approve these invoices, and print both approved and unapproved invoices.
Deployment Requirement: Because the Subcontractor Management feature utilizes a direct integration between Costpoint and Time & Expense, to use the Subcontractor Management functionality, you must use a shared Costpoint 7.1.1 and Time & Expense 10 deployment model (for example, your Costpoint database and Time & Expense database must be part of a single system).
The following menus are included in Subcontractor Management:
Work Assignments
Use these screens to create, maintain, and approve work assignments:
- Manage Work Assignments
- Approve Work Assignments
Subcontractor Invoices
Use these screens to create, manage, view, and approve subcontractor invoices:
- Create Subcontractor Invoices
- Manage Subcontractor Invoices
- Print Subcontractor Invoices
- Approve Subcontractor Invoices
Subcontractor Management Reports/Inquiries
Use these screens to print detailed information about work assignments and view the current status of work assignments:
- Print Work Assignment Detail Report
- View Work Assignment Status
Subcontractor Management Controls
Use these screens to establish control settings for subcontractor management functions and to set up work assignment roles and approval codes:
- Configure Subcontractor Management Settings
- Manage Work Assignment Roles
- Manage Work Assignment Approval Codes
- Related Topics:
- Subcontractor Management Process Flow
The Subcontractor Management feature, which integrates Costpoint 7.1.1 with Time & Expense 10, allows companies to better manage subcontractor agreements. - Subcontractor Management Videos
A number of videos have been made available to assist you in using the Subcontractor Management module. - Work Assignments
Use the screens in the Work Assignments application group to enter, maintain, and approve work assignments. - Subcontractor Invoices
Use the screens in the Subcontractor Invoices application group to create, maintain, and approve subcontractor invoices. You can also view detailed information on subcontractor timesheets and expenses. - Subcontractor Management Reports/Inquiries
Use the screens in the Subcontractor Management Reports/Inquiries application group to view work assignment status or print a detailed report on work assignments. - Subcontractor Management Controls
Use the screens in the Subcontractor Management Controls application group to set up work assignment roles, approval codes, and the overall settings used in the Subcontractor Management module. - Subcontractor Management Related Topics
Use this section to view special topics related to subcontractor management.