Costpoint Online Help

Using the Help Search

Navigation Toolbar

The navigation toolbar contains commands and options that you can use to move around and access different Costpoint menus and applications.

Navigation Toolbar Menu

Use the items in this menu to select the active company, display active applications, configure your screen and application displays, and manage My Menu.

Toolbar Option	Function
Go to Home Dashboard	Click to access the Home Dashboard. The Home Dashboard displays actionable data that you access most often, including information on your timesheets, pending tasks, expense reports and authorizations, available leave balances, and outstanding expenses. This dashboard is also available from the Reports & Analytics domain. Note: The Home Dashboard and the icon are available and visible only to users who are licensed for Deltek Time & Expense.
My Menu	Click to access the My Menu dialog box. My Menu displays a convenient list of your most-used applications. You can easily activate an application included in My Menu by clicking its name from the My Applications list. To modify My Menu, click Manage My Menu at the bottom of the dialog box. For more information, see Manage My Menu in the Getting Started section.
Open Applications	Click to display a list of currently open applications. The number in the box reflects the number of applications you currently have opened. In this example, the Open Applications icon indicates that two applications are open. Click any application on the list to display that application. indicates the application contains unsaved data. Click to close the application. To close the inactive applications or to close all the applications, click the corresponding button:
Breadcrumb Trail	The breadcrumb trail displays on the Navigation Toolbar whenever you view and work in an application, so you always know your current location, as well as the path you took to get there. The breadcrumb trail also provides convenient navigation, since you can click any item in the trail (for example, a domain, module, or application group) to go to that location. As an example, you can click CRM & Contracts to go directly back to the module.

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Navigation Toolbar

The navigation toolbar contains commands and options that you can use to move around and access different Costpoint menus and applications.

Navigation Toolbar Menu

Use the items in this menu to select the active company, display active applications, configure your screen and application displays, and manage My Menu.

Toolbar Option	Function
Go to Home Dashboard	Click to access the Home Dashboard. The Home Dashboard displays actionable data that you access most often, including information on your timesheets, pending tasks, expense reports and authorizations, available leave balances, and outstanding expenses. This dashboard is also available from the Reports & Analytics domain. Note: The Home Dashboard and the icon are available and visible only to users who are licensed for Deltek Time & Expense.
My Menu	Click to access the My Menu dialog box. My Menu displays a convenient list of your most-used applications. You can easily activate an application included in My Menu by clicking its name from the My Applications list. To modify My Menu, click Manage My Menu at the bottom of the dialog box. For more information, see Manage My Menu in the Getting Started section.
Open Applications	Click to display a list of currently open applications. The number in the box reflects the number of applications you currently have opened. In this example, the Open Applications icon indicates that two applications are open. Click any application on the list to display that application. indicates the application contains unsaved data. Click to close the application. To close the inactive applications or to close all the applications, click the corresponding button:
Breadcrumb Trail	The breadcrumb trail displays on the Navigation Toolbar whenever you view and work in an application, so you always know your current location, as well as the path you took to get there. The breadcrumb trail also provides convenient navigation, since you can click any item in the trail (for example, a domain, module, or application group) to go to that location. As an example, you can click CRM & Contracts to go directly back to the module.