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

Contents of the Approval Roles Screen

Use the fields to configure the Approval Roles screen.

Table Window

Use this table window to add new regular approval roles. This table window displays both built-in and regular roles.

To create a new role, click . A row is added to this table window. You can then use the fields in this row and the subtask to specify settings for the role.

Field Description
Name For regular roles, use this field to enter a role name for a group of individuals that meet the required qualifications to perform approval activities. For built-in roles, this field displays Buyer, Employee Manager, or Project Manager.
Type This field displays Built-In or Regular.

Subtask

Subtask Description
Role Users Click this link to open the Role Users subtask and assign users or user groups to the role.