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

Download the Excel Template

Use this procedure to download the Excel template.

To download the Excel template:

  1. Go to Planning > New Business Budgeting > Controls and Utilities > Import New Business Budgets from Excel to display the utility.
  2. Click the Excel Template subtask link.
  3. In the Excel Template subtask, copy the URL and paste it into a web browser.
  4. Save the template to your specified location.