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

Subcontractor Checklist: Complete Insurance Information

Use the information provided by your contract administrator or project manager to complete the insurance information in Costpoint.

To complete the insurance information:

  1. Identify the vendor as a subcontractor on the Subcontractor Payment Control block of the Manage Vendor screen.
  2. Choose which date(s) will be used when checking insurance coverage.
  3. Create or use an existing insurance carrier ID on the Manage Insurance Carrier Information screen.
  4. Link the vendor, project, and type of insurance required on the Insurance subtask of the Subcontractor Payment Control block of the Manage Vendors screen.

    If the type of insurance required is not among the five predefined types, create the insurance type on the Manage Subcontractor Insurance Types screen.

  5. Include the policy requirement dates on the Insurance subtask of the Subcontractor Payment Control block.
  6. Use the Required for Payment check box to specify whether or not to hold vendor payments if insurance coverage is not maintained.

    Selecting this check box activates all the validation steps when you pay this vendor.