Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Opportunity Employee Team Subtask

Use this subtask to associate one or more employees with the opportunity and define their roles.

You can assign the same role to multiple employees.

Table Window

Click New to add a new line.

Field Description
Employee

Enter, or click to select, a valid employee that you want to associate with the opportunity. By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses.

After you save the record, the employee ID displays as a hyperlink that you can click to open the Manage Contract Management Employee Info screen and view additional information about the employee.

Name This field displays the name of the employee you selected.
Title This field displays the title of the employee you selected.
Role Enter, or click to select, the role that you want to assign to the employee. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the Employee check box is selected.
Role Description This field displays the description of the role.