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

The prompts for the Planning Revenue Summary Report Template include fields such as Rate Type, Project Level, and Organization.

Prompt Message

Description

Company

Select the company that you want to display in the report.

Rate Type

Select the Rate Type that you want to display in the report.

Project Level

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

Include Inactive Projects Choose whether to include inactive projects in the report.
Limit Owning Organization(s)

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

Limit the report to selected 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.