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 for the PSR Report Template.

Prompt Message

Description

Company

Select a company.

Rate Type

Select the rate type for the report.

Budget/EAC

Select Budget to use the latest budget information.

Select EAC to use the latest EAC information.

Include Active Project Only Choose Yes to include active projects only. Choose No to include inactive projects too.
Project Level

Select the project level at which you want the report printed.

Account Level

Select the account level at which you want the report printed.

Select Project(s)

Select the projects to include in the report.

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.

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.
Limit Organization(s) 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.

Select Project Manager(s)

Select the project manager(s) to include in the report.

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.