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

How to Enable Budgets Revisions

To enable workplan budget revisions to create various project budget scenarios, you must select the Allow Workplan Budgets check box on the Configure Project Budget Settings screen.

  • Create your project budget revisions for your workplan budgets on the Manage Project Budget Revisions screen.
  • If you only have one workplan budget, it is always the active workplan budget.
  • If you have multiple workplan budgets, you can mark one to be active by selecting the Active Budget check box on the Info tab of the Manage Project Budgets and ETC screen. If you mark one workplan budget as active, Costpoint clears the check box for the previously active workplan budget for that project.

Reference numbers enable additional user-defined groupings for reports. Select the Budget Using Ref # and Ref Name check box on the Configure Project Budget Settings screen. You must have first created reference numbers in the Reference Numbers menu in Costpoint General Ledger.