My Menu

Use My Menu to set up or access shortcuts to the applications you frequently use without having to navigate through the entire Costpoint menu.

My Menu is accessible from multiple locations in Costpoint. To open My Menu:
  • On the Navigation Menu, click My Menu.
  • On the Navigation Menu, click Welcome Screen.
To customize My Menu:
  • On the Navigation Menu, click My Menu and then click Manage My Menu.
  • In the My Menu section on the Welcome screen, click Manage My Menu.
  • On the Welcome screen, drag and drop applications from the Navigation Menu to organize My Menu.
  • On the Welcome screen, click Edit to rename, or apply a navigation banner to, a My Menu grouping. The icon appears when you hover the mouse pointer over the menu grouping name.
Note: For information about customizing My Menu, see the Manage My Menu topic.