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

Global Process Menu

The Global Process Menu contains options to upload and download files as well as select default actions related to the current application

The table below describes Costpoint Global Process Menu functions, including available shortcut keystrokes. Note that not all menu and toolbar functions are available for all features.

Menu Option Function
Action Menu Click Action Menu to display a submenu of available actions that you can launch for the current application.
Default Action (CTRL+SHIFT+R) Click Default Action to launch the default action in the current result set. For example, when running an import screen, click this option to initiate the import process.

Click to launch the default action from the Global Toolbar menu. This icon may include a drop-down list that offers access to available actions for the current result set. The first item in the list is the default action.

View Action and Report Status Click View Action and Report Status to launch a screen that helps monitor the overall workload on the job server and view the status details of the jobs being processed.
File Upload Click File Upload to display the File Upload Manager, where you can specify the path for documents that reside on a different network.

Not all file types and sizes are eligible for upload.

File Download Click File Download to display a dialog box where you can select data files for download, including files from Deltek Time & Expense and Magnetic Media files. You can also use Query to find files for downloading.