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

Manage User Interface Profiles

Use this screen to add, modify, or delete user interface profiles.

A UI profile is a collection of screen and functional logic customizations that can be assigned to users or user groups to provide custom user capabilities. These UI profiles allow you to easily switch between customized Lookup tables, My Menu, and extensibility units that are specific to certain jobs, processes, or functions.

You must first set up the following screens before you can enter data on this screen:

  • Manage Users
  • Manage User Groups

To use a UI profile, set the Priority field of the UI profile you want to use to '1'. Costpoint does not allow duplicate priority numbers on multiple UI profiles. If you are setting a UI profile to priority '1', you must change the priority number of the UI profile you are replacing to another number.

Screen customization allows you to:

  • Rearrange the position of objects on a screen (for example, fields, labels, and check boxes).
  • Move an object from one tab to another tab within a screen or result set.
  • Change the titles of group boxes.
  • Create new group boxes.
  • Rearrange the tabbing order of fields.
  • Rearrange the columns in a table. (This is a company-wide custom option.)
  • Change the title of tabs.
  • Create new tabs.
  • Change the order of tabs on a screen.