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

Import Project Master Data from Templates

Use this screen to import approved projects that you entered on  the Manage Project Master Data from Templates screen into the Manage Project User Flow.

The import process:

  • Creates all higher levels of a project if you did not use the Create Projects from Templates screen before you entered a project on the Manage Project Master Data from Templates screen.
  • Removes the imported projects from the Manage Project Master Data from Templates screen.
  • Makes the projects available on the Manage Project User Flow.
  • Provides a Quick Project Information report for you to preview or print.

Use this screen after you approve a quick project and you want the project to be available on the Manage Project User Flow.

Attention: To know more about the advantages of using screens in the New Project Setup from Templates application group over other project setup options, see related topics here.