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 parameters to run the Project Status Cost Summary report.

Prompt Message

Description

Company Select a company.

Primary Group

Indicate if you want the report to group data by owning organization or by performing organization.

Rate Type Select either Actual or Target to indicate if you want to use actual rates or target rates for the report.
Budget Type

Select BUD to use the latest budget information.

Select EAC to use the latest EAC information.

Include Inactive Projects Choose whether to include inactive projects in the report.

Organization Level

Select the level of the organization structure at which you want to review project costs. The report rolls up all data to that level.

Project Level

Select the project level at which you want to review project costs. The report rolls up all data to that level.

Show Pending Charges Select the checkbox to show charges that haven't posted yet.

Limit Organization(s)

Use this option to limit the report to selected organizations. (If you make no selections, the report includes all organizations.)

In Keywords, enter one or more characters for which you want to search to retrieve organizations. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

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.

Limit Project Manager(s) Limit the report to selected project managers or leave this field blank to include all project managers.

In the Keywords field, enter one or more characters to search for project managers.

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.

Limit Project(s)

Use this option to limit the report to selected projects. (If you make no selections, the report includes all projects.)

In Keywords, enter one or more characters for which you want to search to retrieve projects. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

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.