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

Prompts - Planning Revenue Summary Report Template

The prompts for the Planning Revenue Summary Report Template include fields such as Rate Type, Organization Level, and others.

Prompt Message

Description

Company

Select the Company that you want to display in the report.

Rate Type:

Select the Rate Type that you want to display in the report.

Organization Level

Select the organization level at which you want the report printed.

Project Level

Select the project level at which you want the report printed.

Select Organization(s)

Use this option to limit the report to selected organizations. (If you make no selections, the report includes all organizations.)

In Keywords, enter one or more characters for which you want to search to retrieve organizations. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

Click Options to specify how you want the search to match your entries with the IDs or names. (If you search by name, use one of the Contains... options, rather than the Starts with...options.) Click Search () to list the matching organizations in Results.

Select Project(s)

Similar with selecting organizations, select the projects that you want to include in the report.