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

Report Table Update Process

Due to integration between Planning and Costpoint, the majority of backend tables used in Planning pull data directly from Costpoint.

Therefore, most tables do not require updating through the refresh process.

Note: This screen is only accessible to super administrators.

The tables that require updating include:

  • Business Intelligence (BI) report tables
  • Custom report tables
  • Project security tables

To run the refresh, click Process > Action Menu > B&P Refresh Process. The Log table on the screen displays the results of the process after it runs.