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

Project Rollup Notes

The report rolls up revenue for backlog projects to the project level that you specify on the prompts screen.

Note the following about the project rollup option:

  • The report does not roll up revenue for new business projects. Those amounts are always displayed at the level they are entered in Costpoint Budgeting & Planning.

  • If you do not filter the report for specific projects, and if revenue for any projects has been budgeted at a higher project level than the project rollup level you specify on the prompts page, the report displays the total of that additional revenue in a separate detail row without a project ID. It also includes that revenue in the organization subtotals so those subtotals reflect the total projected revenue for the organization.