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

Screen Fields

Use these fields to provide the search parameters for the inquiry.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Filter

Field Description
Timesheets After

Click to select a beginning date of timesheets for the inquiry. The inquiry results only include timesheets dated on or after the date you select.

Sort By

In this drop-down, select an option to indicate if you want the results sorted by employee name or by timesheet class description.

In the Group Table, select the employee groups you want to include.

Field Description
Selected A check mark indicates a row is selected and will be included when generating report results. Click the check box to select or clear a row.
Select all Click Select All to select all displayed groups.
Deselect All Click Deselect All to deselect all displayed groups.

Class Table

In the Class Table, select the timesheet classes you want to include.

Field Description
Selected A check mark indicates a row is selected and will be included when generating results. Click the check box to select or clear a row.
Timesheet Class

This column displays the name of the timesheet class.

If that box is checked, the list includes only timesheet classes for which the Generate Exception-Based Timesheets check box is checked in the Manage Timesheet Classes screen.

If that box is not checked, all timesheet classes are listed.

Select All

Click Select All to select all classes.

Deselect Click Deselect All to deselect all classes.