MANAGE VENDOR WORK FORCE

Use this screen to enter a set of vendors that is designated to charge the project. This "set," or work force, can be validated during A/P Voucher or Timesheet entry, so that only those vendors entered on the project work force can charge the project. It can also be used to designate specific Project Labor Categories for anyone who does work on the project. Using the Project Work Force to default PLCs can greatly expedite the voucher entry process. Generally, a Project Work Force is necessary when the customer places a limitation on who can charge the project, or when the project has specific Labor Category billing rates that must be used.

When the Project Work Force Required check box on the Basic Info tab of the Manage Project User Flow screen is selected, you must enter a project work force, which is validated during Timesheet or A/P Voucher entry. If the Project Work Force Required check box is not selected, entry of a Project Work Force is optional. In this case, no validation occurs during Timesheet or Voucher entry. PLCs can still be assigned to the Project Work Force for tracking or billing purposes, even if no Timesheet or Voucher validation is required.

If the Use Top Level Work Force check box is selected on the Basic Info tab of the Manage Project User Flow screen, you can set up the project work force in this screen at the top level and it is effective for the entire project. If the Use Top Level Work Force check box has not been selected, you must set up the project work force at each charging level.

Use this screen when initializing a project when the Project Work Force Required check box is selected on the Basic Info tab on the Manage Project User Flow screen or when you want to use the Project Workforce to default the PLC on the timesheet or in voucher entry. After initialization, maintain this screen only when modifications/additions to the Work Force require it.

Location

Identification

Project

Enter, or click to select, a valid project for which to enter data. You must enter the top level of the project if you selected the Use Top Level Work Force check box on the Basic Info tab of the Manage Project User Flow screen. If you do not select this check box, enter the transaction level of the project.

If you did not select the Project Workforce Required check box on the Basic Info tab of the Manage Project User Flow screen, Costpoint displays the following warning when you enter the project ID: "Project Work Force is not required."

If the project is not a top-level project and you selected the Use Top Level Work Force check box on the Basic Info tab of the Manage Project User Flow screen, any records entered are ignored and Costpoint displays the following warning when you enter the project ID: "The Use Top Level Work Force box has been selected for this project. Only the record at the top level of the project will be used. Lower level records will be ignored."

This is a required field. The unlabeled field to the right displays the description of the project. This description is defined on the Basic Info tab of the Manage Project User Flow screen.

Vendors

Vendor

This column displays each vendor available to be added to the project work force. If the project is the top level and the Use Top Level Work Force check box is selected on the Basic Info tab of the Manage Project User Flow screen, your selections apply to the top level and to all the lower levels of the project. If the Use Top Level Work Force check box is not selected, you must select vendors for each project transaction level. Highlight the vendors you want to include in the project work force, then click the Select button.

Vendor Name

This non-editable column displays the name of each vendor in the Vendor column. The name is defined on the Manage Vendors screen.

Select

Once you have highlighted vendors in the Vendors table window, click this button to move them to the Selected Vendors table window.

Vend Work Force

Vendor

This column displays the vendor of each subcontractor authorized to charge this project. If the project is the top level and the Use Top Level Work Force check box is selected on the Basic Info tab of the Manage Project User Flow screen, your selections apply to the top level and to all the lower levels of the project. If the Use Top Level Work Force check box is not selected, you must select vendors for each project transaction level.

Vendor Name

This non-editable column displays the name of each vendor shown in the Vendor column. The name was defined on the Manage Vendors screen.

Subtask

• Table Information

  This screen updates the following table:

  PROJ_VEND