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

NotesTab

If you use roles, use this tab to specify the role a user must have to enter notes on the Notes tab of the Manage Project Master Data from Templates screen for this template ID.

If you leave the role blank, any user can enter the billing format.

If you use quick project templates on the Manage Project Master Data from Templates screen, complete the setup on this tab before you enter a project on the Manage Project Master Data from Templates screen or the Create Projects from Templates screen.

Set up roles on the Manage Workflow Roles screen.

Contents

Field Description
Notes Role

If you use roles, enter, or click to select, the role that a user must have to enter notes the Notes tab of the Manage Project Master Data from Templates screen for this template ID.

If you leave the Notes Role field blank, any user can enter notes.