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 configure the Revenue Forecast report.

Prompt Message

Description

Primary Group

Indicate if you want the report to group data by owning organization or by performing organization.

Organization Level

Select the level of the organization structure at which you want to review project costs. The report rolls up all data to that level.

Project Level

Select the project level at which you want to review project costs. The report rolls up all data to that level.

Include projects with probability greater than

Enter a win probability cutoff percentage. Only projects with a win probability greater than your entry are included on the report.

Exclude New Business

Select No to include new business projects on the report. The report includes new business projects that satisfy the probability requirement you specify in Include projects with probability greater than.

Select Yes to exclude all new business projects from the report.

Limit Organization(s)

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

In Keywords, enter one or more characters for which you want to search to retrieve organizations. 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.

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

When you generate the report, it includes only records for the organizations in Choices.