Prepare Records for Offline Mode

You have to prepare Costpoint application records for Offline mode before you can access them offline using the Make Available Offline option on the Application Toolbar or on the Options menu.

To use the Make Available Offline feature:

1. On the Application Toolbar, click or click Make Available Offline in the Options menu.
   Costpoint downloads the first 10 records from the application for offline access.
2. Alternatively, if you want to choose which records Costpoint downloads for offline access:
   1. Press ALT+SHIFT to select a range of records or CTRL+SHIFT to select multiple records in any order.
   2. On the Application Toolbar, click or click Make Available Offline in the Options menu.
3. Click OK to confirm the records are ready for offline access.

Important: When you click Make Available Offline, you enable Costpoint to prepare the application for Offline mode on that specific device or laptop only. You must follow the steps above on each laptop or device that you will use in Offline mode.

Note: After the initial use of Make Available Offline, Costpoint stores the records and subtasks you visit within the application for offline access. As a result, you may see more records in Offline mode than you specifically requested.