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"
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    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

FAQs

This section contains FAQs about project types and account groups.

What Is a Project Type?

You set up project types on the Manage Project Types screen.

Project types are a means to classify your projects. They are user-defined and generally include: Cost Reimbursable, Fixed Price, Time & Materials, and so on, but could be any "type" that you desire to track.

No special processing will be generated based on this type. Some reports (for example, the Revenue Summary report and the Revenue Worksheet) can be sorted by project type.

What Is an Account Group?

You can set up Account groups on the Manage Project Account Groups screen. The account group determines the "set" of accounts that can be attached to the project. You can create different sets of accounts that can be assigned to different types of projects. Only accounts belonging to the account group selected can be charged to a project.

Because the account group controls how many of the functions will work in the revenue and billing computations, you should view the account groups as permanent once charging has started. Make changes only when absolutely necessary.