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

Miscellaneous Tab

Use the Miscellaneous tab to set up the user-defined code and date field labels for employees, UDT01s, and UDT02s, along with other miscellaneous options.  

Miscellaneous

Field Description
Costpoint Multicompany

Select this check box to use the Costpoint Multicompany feature. Be careful when selecting this check box.

You will not be able to turn this feature off once you have checked it and have imported Costpoint company data. If you do so, the system displays the following error: "Value cannot be changed from ' Y' to ' N' because Costpoint Company records exist in the Costpoint Company table." 

Note: See Concept Topic: Costpoint Multicompany for details.
Restrict Delegation
Select this check box to restrict delegation.
Note: See Concept Topic: Delegation for details.
Use Group Cache for Charge Lookup
Select this check box to enable group cache for charge lookup. This functionality improves lookup performance by building cache tables for valid UDT02 (Project) charges for groups at the branch or tree level. Lookup refers to these cached tables when charge lookups are executed for timesheets, expense reports, and expense authorizations.
Note: This option cannot be used if charge restrictions exist at the employee level, or if the Allow Unauthorized Charges option is enabled. Group cache tables are only built for UDT02 (Project) related charges. Charge lookups for UDT01 (Account) related charges use the normal charge lookup.

Import/Export Alternate File Location

Field Description
Export Location Enter the location where all export files will be saved.
Import Location Click to select the location where all import files will be stored.
Import Trash Location Click to select the location where all trash files will be stored.

Customer Stored Procedure Names

Field Description
Timesheet Pre Save Enter the name of your Timesheet Pre Save Stored Procedure.
Timesheet Post Save Enter the name of your Timesheet Post Save Stored Procedure.
Timesheet Pre Sign Enter the name of your Timesheet Pre Sign Stored Procedure.
Timesheet Post Sign Enter the name of your Timesheet Post Save Stored Procedure.
Timesheet Pre Approve Enter the name of your Timesheet Pre Approve Stored Procedure.
Timesheet Post Approve Enter the name of your Timesheet Post Approved Stored Procedure.
ER Pre Sign Enter the name of your ER Pre Sign Stored Procedure.
ER Post Sign Enter the name of your ER Post Sign Stored Procedure.
ER Pre Save Enter the name of your ER Pre Save Stored Procedure.
ER Post Save Enter the name of your ER Post Save Stored Procedure.
EA Pre Save Enter the name of your EA Pre Save Stored Procedure.
EA Post Save Enter the name of your EA Post Save Stored Procedure.
EA Pre Sign Enter the name of your EA Pre Sign Stored Procedure.
EA Post Sign Enter the name of your EA Post Sign Stored Procedure.

Mobile Options

Field Description
Allow Mobile Time Application Select this check box to allow Costpoint Mobile users access to Costpoint Mobile Time.
Allow Mobile Expense Application Select this check box to allow Costpoint Mobile users access to Costpoint Mobile Expense.
Enable New Mobile Responsive Design Interface Select this check box to allow Costpoint Mobile users to display the Manage Timesheet application in Mobile Responsive Design Interface (MRD) mode in their smartphone browsers.
When a user accesses the Web version of the timesheet application through a smartphone browser (as opposed to using the actual Mobile Time application), this setting controls whether the timesheet displays using MRD. MRD displays on smartphone browsers using a Portrait (vertical) mode that imitates the standard Mobile App User Interface, which is optimized for the smaller screens featured on smartphones.
Select Enable New Mobile Time Responsive Design Interface to enable MRD display as the default for all users accessing the timesheet application from their smartphone browsers. The application will accordingly display in MRD when users select the Smartphone Mode check box on the sign-in screen.
When the Enable New Mobile Time Responsive Design Interface check box is clear, the timesheet display matches the standard Web version, which is designed for optimum viewing on larger PC monitors and laptop screens.
The function of the Smartphone Mode check box on the Costpoint logon screen is dependent on the status of the Enable New Mobile Time Responsive Design Interface configuration setting:
  • If the configuration setting is selected, users selecting the Smartphone Mode check box can view the Manage Time application in MRD mode.
  • If the configuration setting is not selected, users will see their timesheets displayed in Web mode whether or not they select the Smartphone Mode check box.
Note: When both check boxes are selected, if users view their smartphones in Landscape (horizontal) position, the timesheet display switches from MRD to Web mode.