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 Project Setup, 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.

Using Project Setup, you can also carry out the following tasks:

  • 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.

Project managers and others can use Quick Project Setup applications to initiate, complete, and approve a new project.