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

Client/Project Information Tab

Use this tab to enter or edit client and project information to which the document is associated, as well as document notes.

Client Information

Use this group box to associate a client to the document.

Field Description
Client

Use this field to enter, or use to select, the client ID to which you want to associate with the document. The client's name displays in the adjacent unlabeled field.

Client Document

Use this field to enter a document ID for the client.

Rev

Use this field to enter the revision of the client's document ID.

Project Information

Use this group box to link a project to the document.

Field Description
Project

Use this field to enter, or click to select, the project ID to which you want to link this document. The project description displays in the adjacent unlabeled field.

Proj Abbrev

This field automatically displays the project abbreviation of the project ID you selected. As an alternative to the Project field, you can use this field to select the project to which you want to link the document.

Notes

Use this field to enter additional miscellaneous information about the document.

Field Description
Last ECN

Use this field to enter the identification code of the lase engineering change notice (ECN) to affect the document. This field is disabled if you are using Costpoint Engineering Change Notices.