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

Selected Billing Formulas Subtask

Use this subtask to identify the billing formulas that you would like to use for your company.

Each company in the database has its own billing formulas. When you first enter the subtask, all available billing formulas are selected. You should clear those formulas that you aren't using to bill your projects. This prevents unauthorized billing formulas from being used and simplifies the initialization of new billing records. You cannot clear a formula if that formula is connected to a project on the Manage Project Billing Information screen. Any billing formula that was not initially selected can be selected at any time.

You should set up this subtask when you initialize Costpoint. You can make adjustments at any time.

Billing Formulas

This list box displays all the available billing formulas that you have cleared (that you are not using).  

Selected Billing Formulas

This list box displays the selected billing formulas.

Field Description
Select

To select a billing formula, highlight the formula in the Selected Billing Formulas list box and click this button.