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

Prompts

The PSR Template prompt includes selections such as Company, Project Level, Rate Type and others.

Prompt Message

Description

Company

Select the Company that you want to display in the report.

Use Current

Select Yes if you want to use the current period in the settings which automatically fills in the year, period, and subperiod.

Fiscal Year

Select the Fiscal Year to display in the report.

Period

Select the Period to display in the report.

Subperiod

Select the Subperiod to include in the report

Account Level

Select the account level at which you want the report printed.

Rate Type

Select either Actual or Target to indicate if you want to use actual rates or target rates in the report.

Project Level

Select the project level at which you want the report printed.

Select Project(s)

Select the projects that you want to include in the report.

To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select Project Manager(s)

Select the project manager(s) that you want to include in the report.

To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.