Find Tab

Enter search criteria on the Find tab.

Search Criteria

Using the fields in this section, select search criteria to narrow your search. You can enter information in one or all fields; however, the more parameters you enter, the narrower your search results.

The search criteria vary depending on both the application and the type of record for which you are searching for (for example, whether you are looking up an employee, voucher, or project). The search criteria vary by type of application. As an example of how Query search criteria works, we can look at the Manage Employee Information application. For this application, among the criteria available are Employee and Displayed Name. For both of these items, select from the center drop-down list one of the following relational parameters:

• Is equal to
• Begins with
• Contains

In the corresponding fields on the right, enter values (partial names, letters, and/or numbers) that match the Employee and/or Displayed Name you are searching for.

To further narrow your search, in the third row, Status is, you can select from the drop-down list on the right one of the following options:

• Active
• Family Medical Leave
• Inactive
• Inactive Accruing Leave

After you enter or modify a parameter, click to preview the number of records Costpoint will return based on your current parameters.