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

Contents of the Configure Project Settings Screen

Use the tabs and subtasks to configure the Configure Project Settings screen.

Tabs

Tab Description
Projects Use this tab to establish general settings for your Costpoint projects.
Project Segment Lengths Use this tab to designate the length of the first segment (level) of the project for all of your Costpoint projects and any additional project segment lengths that you will use in your Costpoint system.
Revenue Use this tab to establish the settings for the revenue component of your projects.
Pools Use this tab to configure general settings for pools in your company, including settings for applying G&A costs to WIP costs.
Budgeting Use this tab to select the budgeting method that should be used to populate the budget fields on the screens in the Projects domain.
Contracts Use this tab to control whether users can create and/or update project modifications in contract and/or subcontract records in the CRM & Contracts domain.
IWO Use the fields on this tab to enter a home location and initialize the last Inter-Company Work Order (IWO) number in the Last IWO Number field if you are using Costpoint Inter-Company Work Orders or Costpoint Consolidations.

Subtasks

These subtasks are available only on the Projects tab.

Subtask Description
Revenue Formulas Click this link to open the Revenue Formulas subtask, where you can select which revenue formulas are available for selection on the Revenue Information screen for each company. All formulas are originally set to "selected" status. If you do not want to use a revenue formula in your database, remove the formula.
Corporate Settings Click this link to open the Corporate Settings subtask, where you can select project settings options that apply to all companies in your database.