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

Contents of the Manage Opportunity User-Defined Labels Screen

Use the fields and options to configure the Manage Opportunity User-Defined Labels screen.

Table Window

Use this table window to enter details for opportunity user-defined labels.

Field Description
Sequence Number Enter the sequence in which you want the labels to display on the User-Defined Info subtask of the Manage Opportunities screen. Two rows cannot have the same sequence number. Costpoint increments sequence numbers for new rows by 10 to accommodate insertion of additional rows at a later time.
Data Type

Use this drop-down list to select the data type for the user-defined label. Valid options are:

  • Date: Select this setting to restrict entries to dates.
  • Number: Select this setting to restrict entries to numbers.
  • Text: Select this setting to allow entry of any alphanumeric text. If you select the Validated Text check box for this row, this is the only data type available.
Label Enter a user-defined label. This label displays on the User-Defined Info subtask of the Manage Opportunities screen, where you can assign the associated values for your opportunities.
Help Description Enter a short description for the label.
Costpoint Validation Field Click to select a column of an existing data table. The items in this column of the table window are used as a Lookup source on the User-Defined Info subtask of the Manage Opportunities screen. If you make an entry in this field for a row, you cannot select the Validated Text check box for that row.
Validated Text Select this check box if entries made for this label will be restricted to specific text values. Use the Validated Text subtask to specify the valid entries for the label. If you select this check box for a row, you cannot make an entry in Costpoint Validation Field for that row. Highlight the row for which you want to enter valid entries and click Validated Text to display the Validated Text subtask.
Required Select this check box if you want this user-defined label to be a required field on the User-Defined Info subtask of the Manage Opportunities screen.

Subtask

Subtask Description
Validated Text Select the label row and click this link to display the Validated Text subtask.