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

Manage Project Budgets and ETC

Use this screen to create project budgets.

Click to select an existing project for the creation of a budget. Click to retrieve any existing project budget.

Use this screen to get a summary of total project budget amounts. You cannot edit the amounts in this screen; they derive from the detail subtasks accessed by the links at the bottom of the screen.

Use it when creating a project budget or any time you revise either your baseline or workplan budget.

This screen has two tabs:

  • Total Budget: The fields in this non-editable tab display amounts derived from data entered in the subtasks.
  • Info: In this tab, you can choose settings that control this screen and its subtasks. When you create a new budget, all other tabs and subtasks on this screen are inoperable until you have selected and saved a labor and unit budgeting method in this tab.
Note: When creating a new budget, go to the Info tab after completing the Project and  Budget Revision fields and making a selection in the Budget Type group box. After you save the Labor and Units budgeting selections on the Total Budget tab, all the links at the bottom of the screen are enabled. Use these links to open subtasks where you can enter budget data including hours, units, labor, and direct and indirect fees.