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

Use the prompts to set the parameters for the Planning PSR Trending Analysis report.

Prompt

Description

Company

Select a company for the report.

Rate Type Choose Actual Rate or Target Rate to calculate revenue in the report.
Include Active Project Only Select Yes to show active projects only when the report is displayed. Select No to include inactive projects in the report.
Project Level Select the project level to roll data up to for the report.
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 to search for and 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(s) Limit the report to show selected projects only. If you make no selections, the report includes all projects.

In Keywords, enter one or more characters to search for and retrieve 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.

Limit Project Manager(s) Limit the report to selected project managers.

In Keywords, enter one or more characters to search for and retrieve 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.