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

Finalize the Template

Use this procedure to finalize the Excel template for use in the Import Budgets/EACs from the Excel utility.

To finalize the template:

  1. Enter the new business budget data in the spreadsheet.
  2. In Excel, save the template as an .xml data  type.
    Attention: If you are unfamiliar with this process, refer to the Excel online help.