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

Revenue Info Tab

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

When Should I Use this Tab?

If you use quick project templates in 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.

Revenue Formula

Field Description
Role

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

If you leave the role blank, any user can enter the revenue formula.

FAQ

Where do I set up roles?

Set up roles on the Manage Workflow Roles screen.