Costpoint Online Help

Using the Help Search

Amounts Subtask

Use this subtask to view, copy, or create cost records for vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.

The following information displays in the Amount subtask.

Column Headings	Description
Amounts Type	This column displays the type of amount. For new records, use the drop-down list and select from the following options: Materials Subcontractor Material Handling Travel Consultant Other Direct Costs
ID Type	Select the ID Type for Amount Type you selected. The options that display vary depending on the value selected in Amounts Type. If you chose Materials, options include: Key Entry Vendor If you chose Subcontractor, options include: Key Entry Vendor Vendor Employee If you chose Material Handling, options include: Key Entry Vendor If you chose Travel, options include: Employee Generic Staff Key Entry Vendor If you chose Consultant, options include: Key Entry Vendor Vendor Employee If you chose Other Direct Cost, options include: Employee Key Entry Vendor
ID	Click to select the ID.
Name	This column displays the name associated with the ID Type you selected.
Explanation	Use the this column to enter a description, purpose, or general explanation of the associated cost for any option selected from the Amounts Type list, such as Travel, Materials, Vendor, and so on.
Acct ID	This column displays the labor account ID of the resource.
Org ID	This column displays the Organization ID of the resource.
Rev	Clear the check box in this column for any individual resource where you do not want revenue calculated.
Brd	This column displays the overhead expenses for the project selected.
Totals	This column totals the numbers for each resource during the date range selected for the budget.
YY-MM-DD	This displays begins with the current month and shows data back six months.

Fill Subtask

The following are the fields that display for the Fill subtask.

Field	Description
Start Period	Click to display the calendar and select a starting date to copy values from
End Period	Click to display the calendar and select an end date to copy values throughout.
Fill Values	If you click Fill Values, the value 33.000 is copied all the way through in that one record from the starting date to the end date.
Fill Rows	If you click Fill Rows, the value is copied in all rows and columns from start date to end date.
Fill Columns	If you click Fill Columns, all values in the selected column are copied into all the other columns, from start date to end date. This means the whole column is copied and not just the value in that cell.

Notes Subtask

This form displays the note associated with the amount of vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.

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Amounts Subtask

Use this subtask to view, copy, or create cost records for vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.

The following information displays in the Amount subtask.

Column Headings	Description
Amounts Type	This column displays the type of amount. For new records, use the drop-down list and select from the following options: Materials Subcontractor Material Handling Travel Consultant Other Direct Costs
ID Type	Select the ID Type for Amount Type you selected. The options that display vary depending on the value selected in Amounts Type. If you chose Materials, options include: Key Entry Vendor If you chose Subcontractor, options include: Key Entry Vendor Vendor Employee If you chose Material Handling, options include: Key Entry Vendor If you chose Travel, options include: Employee Generic Staff Key Entry Vendor If you chose Consultant, options include: Key Entry Vendor Vendor Employee If you chose Other Direct Cost, options include: Employee Key Entry Vendor
ID	Click to select the ID.
Name	This column displays the name associated with the ID Type you selected.
Explanation	Use the this column to enter a description, purpose, or general explanation of the associated cost for any option selected from the Amounts Type list, such as Travel, Materials, Vendor, and so on.
Acct ID	This column displays the labor account ID of the resource.
Org ID	This column displays the Organization ID of the resource.
Rev	Clear the check box in this column for any individual resource where you do not want revenue calculated.
Brd	This column displays the overhead expenses for the project selected.
Totals	This column totals the numbers for each resource during the date range selected for the budget.
YY-MM-DD	This displays begins with the current month and shows data back six months.

Fill Subtask

The following are the fields that display for the Fill subtask.

Field	Description
Start Period	Click to display the calendar and select a starting date to copy values from
End Period	Click to display the calendar and select an end date to copy values throughout.
Fill Values	If you click Fill Values, the value 33.000 is copied all the way through in that one record from the starting date to the end date.
Fill Rows	If you click Fill Rows, the value is copied in all rows and columns from start date to end date.
Fill Columns	If you click Fill Columns, all values in the selected column are copied into all the other columns, from start date to end date. This means the whole column is copied and not just the value in that cell.

Notes Subtask

This form displays the note associated with the amount of vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.