Menu Option
Function
Select Company
Click to choose a different company from the list, and then click Change Company.
You must save database changes and exit all open applications for the current company before you can switch to another company.
If applications are open, click Close Applications to close them or click View Applications to identify the open applications and then close them. You can then access data for the designated company through My Menu or Browse Applications.
Click 
to open this feature from the Navigation Toolbar.
Lookup (F10)
Select this feature to look up and select available values in cases where you are unsure of the ID or code you need to complete a particular field.
The Lookup dialog box displays a table containing the values that are available for entry into a specific screen field. You can either scroll through the displayed values or look up a specific value. When you select a value in Lookup, Costpoint transfers that value to the field from which you launched Lookup. If you place your cursor in a character field (non-numeric and non-date), you can enter the first few letters of the data you are looking for and Costpoint will automatically filter using this data.
Certain fields also contain the Lookup feature. These fields display a thick blue line on the right side: 
. Mouse-over the blue line to display the Lookup icon: 
. To display the Lookup dialog, click the Lookup icon or press F10 on your keyboard.
Note that Query is also available from Lookup. When unavailable, the Lookup toolbar icon is shaded.
Click 
to access Lookup from the Global Toolbar.
See Lookup for more information.
Query (F11)
Select Query to set up a data query and define parameters for your database search. The Query dialog box will appear once you click Query.
On the Find tab, use the Search Criteria fields to narrow your search by specifying key words. The available fields vary depending on the type of application.
On the Query tab, use the Query Condition fields to indicate search parameters by specifying field conditions.
On the Sort tab, use the Sort Records By fields to specify the order in which they should be sorted.
On the Saved Queries tab, you will see the previously created queries that are stored in Costpoint. You can select among the list and use it as your query.
Click the Count button to display the number of records that the query will return based on your parameters. You can then modify your parameters to narrow your search results, if necessary.
Click the Search button to display the result set. Under the Form View you can page through the result set records when you use the 
forward and 
buttons. Or, under Table View, highlight the row you want to review or modify. You can modify the selected record directly from the table grid as well as launch associated functions.
Open the Saved Queries tab to display a list of your saved queries.
See Query for more information.
Click 
to access Query from the Application Toolbar.
First (CTRL+UP ARROW)
Click First to call up the first row in the Query result set and make it available for review or editing. This item disables and is shaded if the current row is actually the first row in the result set.
Click 
to access the First record from the Application Toolbar.
Previous (CTRL+LEFT ARROW)
Click Previous to call up the row immediately previous to the currently active row in the Query result set and make it available for review or editing. This function disables if the current row is the first row in the result set.
Click to access the Previous record from the Application Toolbar.
Next (CTRL+RIGHT ARROW)
Click Next to bring up the row immediately following the currently active row in the Query result set and make it available for review or editing. This function disables if the current row is the last row in the result set.
Click to access the Next record from the Application Toolbar.
Last (CTRL+DOWN ARROW)
Click Last to bring up the last row in the Query result set and make it available for review or editing. This function disables if the current row is actually the last row in the result set.
Click 
to access the Last record from the Application Toolbar.
Toggle View (ALT+CTRL+T)
After you create a new record by cloning an existing record, use this option to switch back and forth between the new record and the existing record. This is particularly useful for Form View-only screens.
Switch to Table/Form View (CTRL+M)
Click Switch to Table View or Switch to Form View to change the display format between Form View and Table View.
In Table View, click 
from the Application Toolbar to switch to Form View.
In Form View, click 
from the Application Toolbar to switch to Table View.
Reset Default Positioning and View (SHIFT+ALT+Z)
Use this option to return objects within an application (for instance, tables and screens) to their default positions, and to return the current application to the view (Table or Form) in which it displayed when you activated it.
System Message(s)
Click System Messages(s) to view system messages and alerts in a display box at the bottom of the screen.
Screen Configuration (User Preferences)
Click Screen Configuration to modify the layout of the current application and make changes to your Navigation Toolbar and My Menu.
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Application Layout Changes - Click Save to retain the current application display. For example, you might want a specific subtask to automatically display every time you access a particular application. You can also save the order of the columns for a particular table. Click Reset to revert to the default settings for this application.
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Global Toolbar Icon Options - Click Edit to configure the Global Toolbar. You can rearrange the display of function icons, as well as add or remove them. You can also choose whether to display function labels for the icons. Your configurations apply for each application type. For example, if you configure the Navigation Toolbar on the Manage Project Billing Information application, that configuration will apply for all Data Entry applications in Costpoint. Click Reset to return the toolbar display to the default setting.
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Auto Positioning On - In the Classic view of the UI, select this check box to resize applications to fully utilize screen space.
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Manage User Profiles - Select the user profile you want to view from the list. Click Manage Profile to open the user profile.
All applications must be closed to access User Profiles. If applications are open, click Close Applications to close them or click View Applications to identify the open applications and then close them.
Click the Configure User Preferences link at the bottom of the window to modify the contents of My Menu in the Configure User Preferences screen. From the My Menu Application List in the bottom left pane, click the column with the check adjacent to each application you wish to add to My Menu (CTRL+Click for multiple applications). And then click Select. The applications you selected displays in the My Menu pane on the bottom right. To save your updated preferences, click File » Save from the Global Menu, or click Save 
from the Global Toolbar.
Click 
from the Navigation Toolbar to access this feature.
User Preferences
This screen consists of areas of user preferences and information:
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User Information — Specify your company and telephone information, change/set your password, and set up report delivery options.
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Default Information — Specify company information.
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Password Information — Review or modify your access password. Learn more about this feature.
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Default Report Delivery Options — Select the default delivery mode for reports. Options include System Printer, Download, Email, Print to File, and more.
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Phone — Modify your phone number and extension.
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Locale — Specify default locale information.
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Delegate Approvals — Specify information on delegation of approvals.
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Other Options — Specify batch process/report notification settings, enable autocomplete for fields, and select your preferred notification methods.
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UI — If using the Classic UI, select how application screens are displayed on your computer monitor. Auto-positioning is always on in the new UI.
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Change Default Period — Click this link to display the Change Default Period subtask, where you can modify the default fiscal year, period, and subperiod for the current module. These defaults are used by many transaction functions in Costpoint. Learn more about this feature.
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UI Profiles — Administrators can use this subtask to pre-configure different settings for user groups as a whole.
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Message Board Subscriptions — Use this subtask to view message boards to which you are subscribed to.
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My Menu Application List — This table lists all Costpoint applications that are available for inclusion in the My Menu list. To include an application in My Menu, highlight the application (highlight multiple applications using CTRL + Click) and click the Select button. Costpoint moves the applications to the My Menu list.
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My Menu — My Menu provides convenient access to your favorite applications. Provided that you have authorization, you can modify your My Menu settings here.
Click 
to access My Menu from the Navigation Toolbar.
Learn more about this feature.
- Default My Menu — Click this link to display the Default My Menu subtask, where you can set up customized My Menus for specific users.
Arrange Table Columns
Select this menu item to open the Arrange Table Column dialog box, where you can Move Up or Move Down a specified column. Enter the number of columns you will lock when you scroll to the right in the Locked columns on left side field.
Click Apply to save changes, and click Close to exit the dialog box.
To make changes permanent, save the Application Layout after clicking Apply.
Show/Hide Screen Controls
Click this menu item to display the Show/Hide Screen Controls dialog box, where you can choose to display or hide screen controls such as input text fields, check boxes, combo boxes, radio buttons, group boxes, labels, screen tabs, subtask links, table/form, query, and records selected. You can also right-click on a field or screen control name and then click Show/Hide Screen Controls to display the dialog box.
On the dialog box, click Data Fields, UI Controls, or Toolbar Controls to see the options available. Select the Always Hide check box next to the item(s) you want to hide, and then click Apply. Costpoint automatically hides the selected item(s) in Form and Table views. Click Close to exit the dialog box.
To make changes permanent, save the Application Layout after clicking Apply.
To display hidden fields, open the dialog box, clear the Always Hide check box, click Apply, and save the Application Layout.
Show/Hide Messages & Errors (SHIFT+F3)
Click this menu item to display or hide the Messages & Errors window at the bottom of the Navigation screen. This window is hidden by default. It normally displays in the following two situations:
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When the user’s actions within an application trigger a warning, error, or status notification.
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When the user manually selects the Show/Hide Messages & Errors option from with the Global Options Menu or the Global Toolbar.
Click 
from the Global Toolbar to display the Messages and Errors window.
Click 
from the Global Toolbar to hide the Messages and Errors window.
Next Application (CTRL+J)
Click Next Application to shift the display to the next open application. Costpoint shifts through the active applications in the order you opened them. This menu option is disabled if you have only one active application.
Next Window (CTRL+B)
Select Next Window to shift the display to the next window within the application.
Next Tab (CTRL+TAB)
Select this menu item to display the next tab for the current application. The tab order moves from left to right.
Attached Documents
Select this menu item to open a subtask that displays attached documents from Content Management system.
Attached Emails
Select this menu item to open a subtask that displays attached emails from Content Management system.
Approval
Select this menu item to request or give approval for an action.