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

Update and Import Lead Time Data

Follow the instructions below to update the Lead Time Import Extraction report and import the changes into Costpoint.

To import lead time data to Costpoint, you must have access to the Import Items application or the Materials module, and have parts with lead times set up in Costpoint.

To update and import lead time data:

  1. On the Team Content tab, click Materials.
  2. In the Lead Time Import Extraction tile or row, click the Action menu icon.
  3. Click Run as.
  4. Confirm the Prompt me option is selected.
  5. In the Format section, select Excel Data.
  6. Click Run.
  7. Select the prompt settings and then click Finish.
  8. Save the Excel spreadsheet to your computer.
  9. Open the spreadsheet and delete the header row.
  10. Update lead times and save your changes.
    Note: If you import a record with a 0 value where no value existed, Costpoint will create a lead time entry with a 0 value. To avoid creating lead time records with 0 lead time, delete the line in the import file.
  11. In Costpoint, open the Import Items application and import the updated Lead Time Import Extraction report.