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

Post Install Setup Steps

The Post Install Setup is broken into five steps.

  • Step 1: Import Initial Data
  • Step 2: Configuration Settings
  • Step 3: Import Basic Mapping
  • Step 4: Maintain Account Mapping
  • Step 5: Finalize Setup

You must complete a step before you are allowed to continue with the next step. If you go back to a previous step to make changes, the configuration setup will begin from that point and you will be required to complete the remaining steps again.

You can also stop the post installation setup at any step and later resume where you left off. Your progress is automatically saved when you log out of the wizard.