GLOBAL HELP MENU

The online help function is easily accessible when you click Help on the Global Menu.

When you click Help » Help for a currently displayed application or screen, the online help for that particular application displays. If the current screen is a subtask, the online help for the main screen displays. If there is no active screen, the Table of Contents and welcome screen display.

The table below describes Global Help Menu functions. Note that not all menu and toolbar functions are available for all features.

Help Menu

Function

Help (SHIFT+F1)

This option displays the Table of Contents for the complete Help.

You can either access the Help using the Local version which is embedded in the software during installation or you can use the Hosted Help version which can be accessed through the Web and is updated periodically. Users do need Internet access to use the hosted help.

When you click Shift+F1 or HELP » Help, the appropriate help topic displays regardless if you are using hosted or local help.

Costpoint is configured to use local help by default. To change this, select Use Hosted Online Help on the Logging tab in the Configuration Utility.

To ensure that you always have the most current version of the help, Deltek strongly recommends using hosted help. Otherwise, you will need to download help updates periodically from DSM.

Release Notes

This option displays the Release Notes for Costpoint.

The Release notes option lists links to all release notes for the recent Costpoint, Budgeting and Planning, and Time and Expense releases. Links to other product documentation are available as well. This allows you to access all pertinent documentation from the product, as well as from the online help.

About

The View Help About screen provides information about your Costpoint system, displayed in the following sections:

  • General Information - This section displays the version number for the current version of Costpoint, Budgeting & Planning, and/or Time & Expense, plus System, Company, and Validation Frequency information.

  • Open Applications - Click this subtask link to view a table that lists currently active applications, their application IDs, and screen customization and extensibility unit status.

  • Transactional DB Patches - Click this subtask link to display a table list of transactional database patches for the current version of Costpoint. The table includes information on version numbers and the dates on which the patches were applied.

  • Administrative DB Patches - Click this subtask link to display a table list of administrative database patches for the current version of Costpoint. The table includes information on version numbers and the dates on which the patches were applied.

  • Metadata DB Patches - Click this subtask link to display a table list of metadata database patches for the current version of Costpoint. The table includes information on version numbers and the dates on which the patches were applied.

  • Budgeting & Planning DB Patches - Click this subtask link to display a table list of database patches for the current version of Budgeting & Planning. The table includes information on version numbers and the dates on which the patches were applied. This subtask is available only when Budgeting & Planning is deployed in the system you are using.

  • Time & Expense DB Patches - Click this subtask link to display a table list of database patches for the current version of Time & Expense. The table includes information on version numbers and the dates on which the patches were applied. This subtask is available only when Time & Expense is deployed in the system you are using.

  • Customized Labels - The Customized Labels subtask displays the customized labels, if any, that have been entered on the Manage Standard Label Customizations screen. You can use the Manage Standard Label Customizations screen to change how certain standard labels display in Costpoint. For example, if you change Customer to Client, Client displays in place of Customer on screens and reports throughout Costpoint. For more information, review the documentation for the Manage Standard Label Customizations screen.

  • Features - Click this subtask link to view a list of features that are installed in Costpoint.

  • Deployed Libraries - Click this subtask link to view a list of deployed libraries.

Submit Support Issues

Select this option to report any performance issue to Deltek Customer Support.

Search Help Topics

Use the Table of Contents of the Help to search terms or topics within the Help system.

To search for help topics, do the following steps:

  1. Click the Search button to find help topics that contain specific words or phrases.

  2. Click Go to start the search.

  3. Select the Highlight search results check box to highlight the instances of your search keywords in the help topics. You can also enter the number of search results you want to display.