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 prompts to run the Project Ledger Details report.

Prompt Message

Description

Company

Select a company.

Fiscal Year

Select the fiscal year for the report.

Starting Period and Subperiod

Select the beginning period and subperiod for the report.

Ending Period and Subperiod

Select the period and subperiod to end with in the report.

Organization Type

Choose to run the report for base organizations or reorganizations.

Display

Choose to display the amount, transactional amount (for Multicurrency use), or both.

Primary Group Choose to run the report for projects or alternate projects.

Select Project(s)

In the Keywords field, enter a portion of one or more IDs or names to narrow the search for projects.

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.

Select Account(s)

In the Keywords field, enter a portion of one or more IDs or names to narrow the search for accounts.

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.

Select Organization(s)

In the Keywords field, enter a portion of one or more IDs or names to narrow the search for organizations.

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.