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

Screen Configuration Panel

Changes you make using this panel only apply to your user ID.

You can access the Screen Configuration panel by selecting Screen Configuration from the Options menu or by clicking on the top-right corner of your Costpoint screen.

User, Company, and System Information

The top part of the Screen Configuration Panel displays your user ID as well as other information about the Costpoint system into which you are logged. These information include the following:

  • Company: This information displays the identification code of the company into which you are logged.
  • System: This information displays the name of the database Costpoint is currently accessing.
  • Validation Frequency: This information displays the validation method Costpoint is currently using.

    You enter these information on the login screen when you start Costpoint.

Configuration

The Configure block allows you to customize top-level toolbar icons and My Menu configurations and save them for your user ID and/or a UI profile. You must first launch a screen before you can use the options in this block.

Note: You can only save your changes if the Allow Saving of Personal Screen Configurations check box is selected on the User Interface tab of the Manage Users screen for your user ID. Otherwise, you cannot save your settings and the changes you make are only applicable to your current session and are not retained when you log into Costpoint on future sessions.

Administrator Profile

The Administrator Profile block allows you to select a UI profile you want to edit. All the changes you make to this UI profile applies to all the users who are using this UI profile.

Note: You can only save your changes if the Allow Screen Configuration Changes for UI Profiles check box is selected on the User Interface tab of the Manage Users screen for your user ID.