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

FAQs

This section contains FAQs about the Manage Project Master data from Templates screen.

Where Do I Approve a Quick Project?

You can approve a quick project on either the Manage Project Master Data from Templates screen or on the Approve Projects from Templates screen. On the Approve Projects from Templates screen, you can approve more than one project at a time.

What Steps Must I Complete before Importing a Quick Project?

  1. Optional: Use the Create Projects from Templates screen to build all levels of a new project. After you generate a quick project and its levels, you can open it on the Manage Project Master Data from Templates screen to enter project information and approve it.
  2. Enter a new project directly on the Manage Project Master Data from Templates screen. Complete the entry on each tab as needed.
  3. Approve the quick project on either the Manage Project Master Data from Templates screen or on the Approve Projects from Templates screen.

What Steps Must I Complete after Importing a Quick Project?

Run the Update Project Contract and Funded Values and Update Project Period of Performance toolkits. This updates contract and funding values and period of performance dates at each project level in the Project Master.