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

Prompts

Select the prompts to run the - Expense Charge Activity report.

Prompt Message

Description

Company

Select a company for the report.

Functional Role

Select the functional roles to include only the employees related to these roles in the report.

Project Prompt Type

Choose a method that will help you find the projects to select for the report.

Select Listview Prompt to select projects from a list or select Search and Select Prompt to search and select individual projects using keywords.

Project

In the Keywords field, enter a portion of one or more project or organization IDs and click the Search icon to list the projects to include in the report.

To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Expense Report Date

Enter or select the starting date for the report in From and the ending date in To. The report will include projects that satisfy the date range you specify.

You can opt to select the Earliest date or the Latest date possible for the expense report.