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 Bonds Information

Use the information you received from your contract administrator or project manager to complete the bonds information in Costpoint.

To complete the bonds information:

  1. Identify the vendor as a subcontractor in the Subcontractor Payment Control block of the Manage Vendors screen.
  2. Choose which date(s) will be used when comparing bond coverage.
  3. Link the vendor, project, and type of bond required on the Bonds subtask of the Subcontractor Payment Control block of the Manage Vendor screen.

    If the type of bond required is not among the two already loaded into Costpoint (Bid or Performance), you can create the bond type on the Manage Subcontractor Bond Types screen.

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

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