MANAGE EMPLOYEE WORK FORCE

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

If you selected the Project Work Force Required check box on the Basic Info tab of the Manage Project User Flow, you must enter a Project Work Force; it is used for validations during timesheet entry. If you did not select the Project Work Force Required check box, entry of a Project Work Force is optional. In this case, no validation of the workforce occurs during timesheet entry. You can still assign special PLCs to the project work force for tracking or billing purposes, even if no Timesheet validation is required.

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

Note to Deltek Time & Expense users: In previous versions of Costpoint, if you deleted a record in this screen, you had to perform a full download from Costpoint to move the modifications into Time & Expense. Starting with Costpoint version 6, you can move the modifications into Time & Expense by executing the Export Data to Deltek Time & Expense application with the Changes Since Last Download check box selected. The modifications are included in the export file as D record types. You do not need to perform a full download.

Use this screen to initialize a project whenever the Project Work Force Required check box on the Basic Info tab is selected or when you would like to use the Project Workforce to default PLCs. After initialization, maintenance of the data on this screen is required only for modifications/additions to the work force.

Location

Identification

Project

Enter, or click to select, a valid project for which to enter data. If you selected the Use Top Level Work Force check box 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 check box, enter the transaction level of the project. The unlabeled field to the right displays the project description.

Project Work Force

Overtime Authorized for Employees

Select this check box to authorize the charging of overtime pay types for employees on the Work Force. If the project is the top level and the Top Level Work Force check box 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 Top Level Work Force check box is not selected, the restriction is in effect only for the project levels set up in this screen. If this check box 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

Employee

This column displays each employee who is 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, your selections are applicable for the top level and all lower levels of the project. If the Use Top Level Work Force check box is not selected, you must select employees for each project transaction level. Highlight the employees you want to include in the project work force, 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.

Select

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

Selected Employees

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 Work Force check box 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 Work Force check box 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.

Subtask

Subtask

Description

Assign PLC to Employee Work Force

Use the Assign PLC to Employee Work Force subtask to assign PLCs to each employee in the work force. You can also establish a default PLC for each employee.