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

Contents of the Manage Planners Screen

Use the fields and options to configure the Manage Planners screen.

Table Window

Field Description
Planner ID

Enter the ID you want to assign to the planner. This ID can have up to 12 alphanumeric characters and cannot begin with a space character.

Employee

Enter, or use to select, the employee ID of the planner. You can assign an employee to more than one planner ID.

Name

This field displays the name of the employee.

Organization

Enter, or use to select, the organization ID associated to this planner.

Org Abbrev

Enter, or use to select, the abbreviation of the organization associated to this planner. If you entered an ID in the Organization field, its abbreviation displays.

User

Enter, or use to select, the Costpoint user ID of the planner.

Active

Select this check box if planner is currently active.

Subtasks

Subtask Description
Selected Inventory Projects Click this link to assign a planner to specific inventory projects.
Selected Netting Groups Click this link to assign a planner to specific netting groups.
Selected Commodities Click this link to assign a planner to specific commodities.