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

Compute Over Budget Transactions

Use this screen to calculate any over ceiling amounts for designated project/account combinations.

This calculation considers both posted and unposted transactions and generates an exceptions report that details the transactions that have exceeded the ceiling amounts. After reviewing the report, you can either increase the budget ceiling amount, edit the project/account to a new combination, or set up a new revision and designate it as "Current."

Attention: This screen is used in connection with encumbrance tracking. For more information, please see "Encumbrance Tracking."

Execute this screen after you have entered transactions but before they have been posted. You can run this process as many times as necessary.