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

Configure Opportunity Settings

Use this screen to set up and control settings used in tracking opportunities. You can also use this screen to customize opportunity label names and specify parameters in viewing project reports for opportunities.

This screen can be configured in any company. Complete this screen when you initialize Costpoint CRM & Contracts domain.

Note: This application is available only if you are licensed for CRM & Contracts.