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 Setup

With this module, you can set up any type of project quickly and easily. This module provides roll-up capabilities with a detailed Work Breakdown Structure (WBS) for any project level. You can:

  • Establish and maintain company-wide settings and codes for your projects.
  • Initialize labor categories and billing rates.
  • Set up revenue calculation methods.
  • Enter and inquire on project history.
  • Set up project values and unit pricing.
Warning: Costpoint has four new tables that improve the processing performance of the Compute Revenue and Calculate Standard Bills applications. If you are upgrading from Costpoint 5.x, you must run the Synchronize Project Performance Tables utility to add existing project data to the four new tables. You must also run this utility if you upload data using scripts. You may also want to run this utility at month end, before calculating revenue or standard bills, to ensure that the performance tables are in synch. Please see the documentation for the Synchronize Project Performance Tables utility for more information.

The new tables are: Project Hierarchy (PROJ_HIERARCHY), Source Project Mapping (PROJ_SRCE_PROJ), Invoice Level Mapping (PROJ_INVC_PROJ), and Revenue Level Mapping (PROJ_REV_PROJ).