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Potential Resource Details Subtask

Use this subtask to add or view resources that may be added to the work force and could potentially be included on the project associated with the contract.

You can manually enter records on this subtask or use the Load Opp Potential Resources button to load potential resources from the opportunity linked to the contract.

Whether or not the Use Planning check box is selected for the contract, you can delete or modify records on this subtask. Note, however, that once you have saved the records or loaded potential resources from the opportunity, only the following fields can be modified:

Resource Location
Work Location
Status
Include in Work Force
Default PLC
Role Description
Notes

Note: Before using this subtask, make sure that you have set up labor categories for the contract on the Labor Categories subtask. Only the labor categories defined or loaded on that subtask can be used in the Labor Category field in Potential Resource Details.

Table Window

To begin adding resources, click New.

Field	Description
Load Opp Potential Resources	Click this button to automatically populate the table window with the potential resources associated with the opportunity linked to the contract. Potential resources that display are those that exist on the Potential Resource Details subtask on the Team tab of the Manage Opportunities screen. Resources loaded into this subtask exclude prospective vendors and prospective vendor employees as only regular vendors and employees are allowed to be assigned to the contract. Note: If new opportunity potential resources are added after the initial contract potential resources have been loaded, you can load data again from the opportunity. Any previous rows loaded will be duplicated, and you need to remove them before saving to prevent duplicate records.
Resource Type	Select the resource type from the drop-down list. Valid options are: Employee Generic Staff Vendor Vendor Employee The Generic Staff resource type can be used only once per labor category. Note: Although Prospective Vendor and Prospective Vendor Employee are included in the drop-down list, you will not be able add these resource types to the subtask. Costpoint displays an error message when you attempt to select either option.
Employee ID	This field is enabled only if you selected Employee in Resource Type. Enter, or click to select, a valid employee that could potentially be added to the work force. The lookup displays only active employees (including those with the Contractor check box selected on the Manage Employee Information screen). 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.
Employee Name	This field displays the employee name.
Vendor ID	This field is enabled only if you selected Vendor in Resource Type. Enter, or click to select, the vendor that could potentially be included in the project associated with the contract. The lookup displays only vendors with Active and Give Warning statuses. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the vendor has an active exclusion. If you select a vendor that is on the SAM.gov exclusion list and save the record, Costpoint gives out a warning message informing you that the vendor has an active exclusion. You have the option to continue adding lines/rows or save the record, or you can replace the initially selected vendor with one that has no active exclusion. After you save the record, the vendor ID displays as a hyperlink that you can click to open the Manage Vendors screen and view additional information about the vendor.
Vendor Name	This field displays the vendor name.
Vendor Employee ID	This field is enabled only if you selected Vendor Employee in Resource Type. Enter, or click to select, the vendor employee that could potentially be included in the project associated with the contract. The lookup displays only active vendor employees. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the parent vendor of the employee has an active exclusion. After you save the record, the vendor employee ID displays as a hyperlink that you can click to open the Manage Vendor Employees screen and view additional information about the vendor employee.
Vendor Employee Name	This field displays the vendor employee name.
Labor Category	Enter, or click to select, the contract labor category. Only those that have been set up on the Labor Categories subtask will be allowed for entry or selection.
Resource Location	Enter, or click to select, the resource location. If you selected Employee or Vendor Employee in Resource Type and entered the employee ID or vendor employee ID, this field defaults to the location of that employee.
Work Location	Enter, or click to select, the location where work will be performed. This will default based on the labor category selected on the Labor Categories subtask but can be changed.
Status	Select the status of the potential resource. This defaults to Active, but you can change it to Inactive. The potential resource status is in relation to the contract labor category. Changing this status does not affect the status of the source resource. For example, setting a resource with type of Employee to inactive will have no impact on the status of the source employee in the EMPL database table. If the labor category associated with the resource is changed from Active to Inactive, Costpoint automatically updates the resource's status also to Inactive. If at a later point the labor category has been activated again, you have to manually change the status of the resource to Active if desired.
Include in Work Force	Select this check box to indicate if the potential resource should be included in the project work force when a project is generated from or linked to the contract. This check box is disabled for Generic Staff.
PLC	This field displays the project labor category (PLC) associated with the contract labor category.
Default PLC	Select this check box to indicate if the PLC associated with the labor category is the default PLC for the potential resource. If there are multiple rows for the resource and the resource is associated with different PLCs, select only one default PLC for the resource. This check box is enabled only for Employee, Vendor, and Vendor Employee resource types.
Role	Enter, or click to select, the role that you want to assign to the potential resource. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the following check boxes are selected: Employee check box for the Employee and Generic Staff resource types Subcontractor check box for the Vendor and Vendor Employee resource types
Role Description	This field displays the description of the role.
Notes	Enter any notes related to the potential resource.

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Potential Resource Details Subtask

Use this subtask to add or view resources that may be added to the work force and could potentially be included on the project associated with the contract.

You can manually enter records on this subtask or use the Load Opp Potential Resources button to load potential resources from the opportunity linked to the contract.

Whether or not the Use Planning check box is selected for the contract, you can delete or modify records on this subtask. Note, however, that once you have saved the records or loaded potential resources from the opportunity, only the following fields can be modified:

Resource Location
Work Location
Status
Include in Work Force
Default PLC
Role Description
Notes

Note: Before using this subtask, make sure that you have set up labor categories for the contract on the Labor Categories subtask. Only the labor categories defined or loaded on that subtask can be used in the Labor Category field in Potential Resource Details.

Table Window

To begin adding resources, click New.

Field	Description
Load Opp Potential Resources	Click this button to automatically populate the table window with the potential resources associated with the opportunity linked to the contract. Potential resources that display are those that exist on the Potential Resource Details subtask on the Team tab of the Manage Opportunities screen. Resources loaded into this subtask exclude prospective vendors and prospective vendor employees as only regular vendors and employees are allowed to be assigned to the contract. Note: If new opportunity potential resources are added after the initial contract potential resources have been loaded, you can load data again from the opportunity. Any previous rows loaded will be duplicated, and you need to remove them before saving to prevent duplicate records.
Resource Type	Select the resource type from the drop-down list. Valid options are: Employee Generic Staff Vendor Vendor Employee The Generic Staff resource type can be used only once per labor category. Note: Although Prospective Vendor and Prospective Vendor Employee are included in the drop-down list, you will not be able add these resource types to the subtask. Costpoint displays an error message when you attempt to select either option.
Employee ID	This field is enabled only if you selected Employee in Resource Type. Enter, or click to select, a valid employee that could potentially be added to the work force. The lookup displays only active employees (including those with the Contractor check box selected on the Manage Employee Information screen). 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.
Employee Name	This field displays the employee name.
Vendor ID	This field is enabled only if you selected Vendor in Resource Type. Enter, or click to select, the vendor that could potentially be included in the project associated with the contract. The lookup displays only vendors with Active and Give Warning statuses. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the vendor has an active exclusion. If you select a vendor that is on the SAM.gov exclusion list and save the record, Costpoint gives out a warning message informing you that the vendor has an active exclusion. You have the option to continue adding lines/rows or save the record, or you can replace the initially selected vendor with one that has no active exclusion. After you save the record, the vendor ID displays as a hyperlink that you can click to open the Manage Vendors screen and view additional information about the vendor.
Vendor Name	This field displays the vendor name.
Vendor Employee ID	This field is enabled only if you selected Vendor Employee in Resource Type. Enter, or click to select, the vendor employee that could potentially be included in the project associated with the contract. The lookup displays only active vendor employees. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the parent vendor of the employee has an active exclusion. After you save the record, the vendor employee ID displays as a hyperlink that you can click to open the Manage Vendor Employees screen and view additional information about the vendor employee.
Vendor Employee Name	This field displays the vendor employee name.
Labor Category	Enter, or click to select, the contract labor category. Only those that have been set up on the Labor Categories subtask will be allowed for entry or selection.
Resource Location	Enter, or click to select, the resource location. If you selected Employee or Vendor Employee in Resource Type and entered the employee ID or vendor employee ID, this field defaults to the location of that employee.
Work Location	Enter, or click to select, the location where work will be performed. This will default based on the labor category selected on the Labor Categories subtask but can be changed.
Status	Select the status of the potential resource. This defaults to Active, but you can change it to Inactive. The potential resource status is in relation to the contract labor category. Changing this status does not affect the status of the source resource. For example, setting a resource with type of Employee to inactive will have no impact on the status of the source employee in the EMPL database table. If the labor category associated with the resource is changed from Active to Inactive, Costpoint automatically updates the resource's status also to Inactive. If at a later point the labor category has been activated again, you have to manually change the status of the resource to Active if desired.
Include in Work Force	Select this check box to indicate if the potential resource should be included in the project work force when a project is generated from or linked to the contract. This check box is disabled for Generic Staff.
PLC	This field displays the project labor category (PLC) associated with the contract labor category.
Default PLC	Select this check box to indicate if the PLC associated with the labor category is the default PLC for the potential resource. If there are multiple rows for the resource and the resource is associated with different PLCs, select only one default PLC for the resource. This check box is enabled only for Employee, Vendor, and Vendor Employee resource types.
Role	Enter, or click to select, the role that you want to assign to the potential resource. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the following check boxes are selected: Employee check box for the Employee and Generic Staff resource types Subcontractor check box for the Vendor and Vendor Employee resource types
Role Description	This field displays the description of the role.
Notes	Enter any notes related to the potential resource.