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

Setting Up Other Applicable Screens

Aside from the Project Setup Control Menu, Project Master, and Manage Modifications screens, you must also set up the following screens to ensure that Costpoint works properly.

  • Manage Employee Work Force screen and Manage Vendor Work Force screen: This is mandatory if you selected the Project Work Force Required check box on the Basic Info tab of the Manage Project User Flow (Step 2). If you did not select the Project Work Force Required check box, you can still use this screen. It is an effective way to default PLCs by employee on the timesheet.
  • Manage Deliverables screen: This is optional unless you want to track deliverables.
  • Manage User-Defined Information screen: This is optional unless you want to track additional project-related information. You must set up the labels (Step 1) before you can use this screen.
  • Manage Alternate Projects screen: This is optional unless you want to see a different view of your projects. You can use this screen to group different projects into a basic ordering agreement structure, or to group projects that are all service-related instead of product-related, or to group projects by product or by client, or in any other configuration you require.