Select the resource type from the drop-down list. Valid options are:

• Employee
• Generic Staff
• Vendor
• Vendor Employee
• Prospective Vendor
• Prospective Vendor Employee

The Generic Staff resource type can be used only once per labor category.

This field is enabled only if you selected Employee in Resource Type. Enter, or click to select, a valid employee that may be included in the bid and proposal process for the opportunity.

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.

This field is enabled only if you selected Vendor in Resource Type. Enter, or click to select, the vendor that could potentially work on the contract when you win the bid for the opportunity.

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.

This field is enabled only if you selected Vendor Employee in Resource Type. Enter, or click to select, the vendor employee that could potentially work on the future 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.

This field is enabled only if you selected Prospective Vendor in Resource Type. Enter, or click to select, the prospective vendor that could potentially work on the future contract.

The lookup displays all prospective vendors. It also includes the Active SAM.gov Exclusion check box, which if displayed as selected indicates that the prospective vendor has an active exclusion. If you select a prospective vendor that is on the SAM.gov exclusion list and save the record, Costpoint gives out a warning message informing you that the prospective 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 prospective vendor with one that has no active exclusion.

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

This field is enabled only if you selected Prospective Vendor Employee in Resource Type. Enter, or click to select, the prospective vendor employee that could potentially work on the future contract.

The lookup displays all prospective 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 prospective vendor employee displays as a hyperlink that you can click to open the Manage Contract Management Vendor Info screen. On that screen, open the Vendor Employees subtask to view additional information about the prospective vendor employee.

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 opportunity 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, one of the following results takes place:

• If Use Planning is not selected, 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.
• If Use Planning is selected, Costpoint throws an error. Associated resources on the Planning side must be removed before the labor category can be inactivated.

Select this check box to indicate if the potential resource should be included in the project work force when the opportunity is won and a contract is linked to the opportunity.

This check box is disabled for Generic Staff.

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.

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, Vendor Employee, Prospective Vendor, and Prospective Vendor Employee resource types