Keyboard Shortcuts
This section displays actions available for the open application or active window, along with their corresponding keyboard shortcuts.
You can click each action to perform it directly or use the displayed shortcut keys for quick access. Actions are displayed in two colors:
- Gray: This indicates that the action is inactive or unavailable for the current application or active window.
- Black: This indicates that the action is active and can be used.
You can also use the search bar at the top to quickly find specific actions.
File Actions
| Action | Function |
|---|---|
| New Browser Tab (CTRL+ALT+N) | Select this option to open Costpoint in a new browser tab. This allows you to use an application across different browser tabs or windows. This functionality does not support Incognito or similar browser modes. |
| New Record (F2) | Select
New Record to create a new line at the end of a table window for input of new data. Use this function when beginning work with any table window. Most transaction screens require this to begin the "line" portion of the input.
You can also click New from the Application Toolbar to use this feature. |
| Copy Record (CTRL+E) | Select Copy Record to duplicate a line. You can also click Copy from the Application Toolbar to use this feature. |
| Clone Record (F4) | Select
Clone Record to create a new record that retains information from an existing record. You can also click
Clone from the Action Bar to use this feature.
After you create a new record by cloning an existing record, you can edit the data in the new record. Use
Toggle View
Clone Record is not available for all functions. |
| Delete Record (CTRL+DEL) | Select
Delete Record to designate deletion of a specified line of data from a table window. An
 displays in this box and indicates that the next time you save your data, the row will be deleted.
You can also click Delete from the Application Toolbar to use this feature. |
| Undelete Record (CTRL+DEL) | Select
Undelete Record to reverse the previous menu option. For example, with table window lines, you can remove the designation for deleting a particular line. This removes the
from the far left column.
You can also click Undelete from the Application Toolbar. Note that the Undelete Record option is displayed only when an actual record has been deleted. |
| Save (F5) | Select this option to save your changes and remain on the current record, allowing you to continue editing it. You can also click Save from the Action Bar. |
| Save & Next (F6) | Select this option to save your changes and automatically move to a new record.
By default, the Action Bar displays the
Save option. Click the drop-down arrow
|
| Execute (F3) | Select this option to populate the table window. Costpoint uses the filtering conditions you entered on the top screen. If you have not yet entered data (for example, when you have just opened the application), you can click Execute to retrieve all available database rows permitted by the business rules. |
to switch back and forth between the new record and the existing record.
beside
| Action | Function |
|---|---|
| Print Options (CTRL+ALT+P) | Select this item to display the Print Options dialog box, where you can review and modify your printer options. Choose the destination for your output (for instance, system or local printer, file, email, download, or archive), select specific pages for printing, number of copies, and more.
Click to open this dialog box from the Context Menu. |
| Preview Default Report (CTRL+SHIFT+V) | Select this item to display a preview of the current report. Most report applications (such as the Project Status Report) include only the option to print the report. Some applications include an option to print in batch mode.
For most non-report applications, three options are available to print the records:
Click to use this feature from the Context Menu. |
| Print Default Report (CTRL+SHIFT+P) | Select this item to print the current report. Costpoint prints the report using the selections you made on the Page Setup and Print Options dialog boxes.
Most report applications (such as the Project Status Report) include only the option to print the report. Some applications include an option to print in batch mode. For most non-report applications, three options are available to print the records:
Click to use this feature from the Context Menu. |
| Export to Excel (CTRL+SHIFT+E) | Select this item to export the current report to Microsoft Excel. Costpoint prints the report using the selections you made on the Page Setup and Print Options dialog boxes, except the report output is automatically set to Excel format.
Click to use this feature from the Context Menu. |
Application
| Action | Function |
|---|---|
| Close Application (CTRL+W) | Select this option to exit the current Costpoint application.
Click
|
| Log Out (CTRL+SHIFT+F12) | Select this option to exit Costpoint, including all currently active Costpoint applications. If you have unsaved changes, you will have the opportunity to cancel and save your new data before you exit Costpoint.
Click
|
| Help (SHIFT+F1) | This option displays the Table of Contents for the complete Help.
You can either access the Help using the Local version which is embedded in the software during installation or you can use the Hosted Help version which can be accessed through the web and is updated periodically. You need internet access to use the hosted help. When you press SHIFT+F1 or click from the Context Menu, the appropriate help topic displays regardless if you are using hosted or local help. Costpoint is configured to use local help by default. To change this, select Use Hosted Online Help on the Logging tab in the Configuration Utility. To ensure that you always have the most current version of the help, Deltek strongly recommends using hosted help. Otherwise, you will need to download help updates periodically from DSM. |
| Default Action (CTRL+SHIFT+R) | Select this option to launch the default action in the current result set. For example, when you are running an import screen, click this option to initiate the import process.
You can also click
Actions to launch the default action from the Action Bar. This icon may include a drop-down list
|
to close the current application from the Application Toolbar.
and then click
Navigation
| Action | Function |
|---|---|
| Lookup (F10) | Select this feature to look up and select available values in cases where you are unsure of the ID or code you need to complete a particular field.
The Lookup dialog box displays a table containing the values that are available for entry into a specific screen field. You can either scroll through the displayed values or look up a specific value. When you select a value in Lookup, Costpoint transfers that value to the field from which you launched Lookup. If you place your cursor in a character field (non-numeric and non-date), you can enter the first few letters of the data you are looking for and Costpoint will automatically filter using this data. Certain fields also contain the Lookup feature. These fields display a thick blue line on the right side:
Note that Query is also available from Lookup. When unavailable, the Lookup toolbar icon is shaded. |
| Query (F11) | Select
Query to set up a data query and define parameters for your database search. The Query dialog box will be displayed once you click
Query.
On the Find tab, use the Search Criteria fields to narrow your search by specifying key words. The available fields vary depending on the type of application. On the Query tab, use the Query Condition fields to indicate search parameters by specifying field conditions. On the Sort tab, use the Sort Records by fields to specify the order in which they should be sorted. On the Saved Queries tab, you will see the previously created queries that are stored in Costpoint. You can select among the list and use it as your query. Click the Count button to display the number of records that the query will return based on your parameters. You can then modify your parameters to narrow your search results, if necessary. Click the
Search button to display the result set. Under the Form View, you can page through the result set records when you use the
Open the Saved Queries tab to display a list of your saved queries. You can also click Query from the Application Toolbar. |
| First (CTRL+UP ARROW) | Click
First to call up the first row in the Query result set and make it available for review or editing. This item is disabled and shaded if the current row is actually the first row in the result set.
Click
|
| Previous (CTRL+LEFT ARROW) | Click
Previous to call up the row immediately previous to the currently active row in the Query result set and make it available for review or editing. This function is disabled if the current row is the first row in the result set.
Click
|
| Next (CTRL+RIGHT ARROW) | Click
Next to bring up the row immediately following the currently active row in the Query result set and make it available for review or editing. This function is disabled if the current row is the last row in the result set.
Click
|
| Last (CTRL+DOWN ARROW) | Click
Last to bring up the last row in the Query result set and make it available for review or editing. This function is disabled if the current row is actually the last row in the result set.
Click
|
| Toggle View (ALT+CTRL+T) | After you create a new record by cloning an existing record, use this option to switch back and forth between the new record and the existing record. This is particularly useful for Form View-only screens.
Click
|
| Switch to Table/Form View (CTRL+M) | Click
Switch to Table View or
Switch to Form View to change the display format between Form View and Table View.
Click
|
| Reset Default Positioning and View (SHIFT+ALT+Z) | Use this option to return objects within an application (for instance, tables and screens) to their default positions and to return the current application to the view (Table or Form) in which it displayed when you activated it. |
| Toggle Row Selection (SHIFT+F7) | Use this option to select or deselect a row on an active screen. |
| Show/Hide Messages & Errors (SHIFT+F3) | Click this item to display or hide the Messages & Errors window at the bottom of the screen. This window is hidden by default. It normally displays in the following three situations:
|
| Next Application (CTRL+J) | Click Next Application to shift the display to the next open application. Costpoint shifts through the active applications in the order you opened them. This menu option is disabled if you have only one active application. |
| Next Tab (CTRL+TAB) | Click this menu item to display the next tab for the current application. The tab order moves from left to right. |
| Next Window (CTRL+B) | Click Next Window to shift the display to the next window within the application. |
| Force Object Validation (CTRL+ALT+V) | Use this option to validate the current field. Costpoint validates data for business logic at either the server or browser level, depending on the complexity of the calculation.
This option is necessary only in Record and Application validation frequency modes. |
| Force Line Validation (ALT+SHIFT+V) | Use this option to validate the current record. Costpoint validates data for business logic at either the server or browser level, depending on the complexity of the calculation.
This option is necessary only for the Application validation frequency mode. |
. Mouse-over the blue line to display the Lookup icon:
. To display the Lookup dialog box, click the Lookup icon or press F10 on your keyboard.
and
buttons. Or, under Table View, highlight the row you want to review or modify. You can modify the selected record directly from the table grid as well as launch associated functions.
to access the
to access the
from the Application Toolbar to toggle between the two views.