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

Use the prompts to run the Real Time Project Status report.

Prompt Message

Description

Primary Group

Select the primary grouping for the report:

  • Project
  • Project Manager
  • Owning Organization
  • Performing Organization
  • Customer
Rate Type

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

Budget/EAC

Select either Budget or EAC to indicate if you want to use budget or EAC forecast in the report.

Calculate profit as percentage of

Select whether to calculate profit as percent of Costs or Revenue.

Limit Projects

Use this option to limit the report to selected projects. (If you make no selections, the report includes all projects.)

In Keywords, enter one or more characters for which you want to search to retrieve projects. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

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.

Click to list the matching projects in Results.

Select the projects in Results that you want to include and click Insert to move them to Choice. To select multiple projects that are together in the list, click the first project in the group and then press SHIFT as you click the last one in the group. To select multiple projects that are not listed together, press CTRL as you click each one.

When you generate the report, it includes only records for the projects in Choice.

Limit Project Managers

Use this option to limit the report to selected project managers. (If you make no selections, the report includes all project managers.)

In Keywords, enter one or more characters for which you want to search to retrieve project managers. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

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.

Click to list the matching project managers in Results.

Select the project managers in Results that you want to include and click Insert to move them to Choice. To select multiple project managers that are together in the list, click the first project manager in the group and then press SHIFT as you click the last one in the group. To select multiple project managers that are not listed together, press CTRL as you click each one.

When you generate the report, it includes only records for the project managers in Choice.

Project Level

Select the project level at which you want the report printed. All lower levels will be rolled up for the report.

Organization Level

Select the organization level at which you want the report printed. All lower levels will be rolled up for the report.

Account Level

Select the account level at which you want the report printed. All lower levels will be rolled up for the report.

Column 1-7

Select the data you want the report to display in each column.