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 Project Revenue Summary with Backlog prompts to run the report.

Prompt Message

Description

Company

Select the company to use to run the report.

Fiscal Year

Select the fiscal year.

Period

Select the period.

Subperiod

Select the subperiod.

If adjustment subperiods are available for the selected period, they are displayed in the Subperiod drop-down list including the adjustment period type which can either be Interim or Final.

For example:
  • Interim adjustment subperiod 1 will display as 3 Adj Pd - Interim.
  • Final adjustment period 1 will display as Adj Pd - Final.

Primary Group

Select the primary grouping for the report.

Reorganization, Alternate Project, and Project Manager are optional prompts that require some prior setup in Costpoint before you can use them.

To use Reorganization, first establish the Reorganization structure on the Reorganizations screen in Costpoint.

To use Alternate Project, first establish an alternate project structure on the Alternate Reporting screen in Costpoint.

To use Project Managers, link project managers to projects on the Manage Project User Flow screen in Costpoint.

Revenue Level

Select Yes to display project data at revenue level. Select No and then select a project level in the next field to display data at project level.

Project Level Select the project level at which to generate the report.

Organization Level

Select the organization level at which you want the report printed. All lower levels will be rolled up for the report.

Active Projects Only?

Select whether to include only active projects in the report.

Billable Projects Only

Select whether to include only billable projects in the report.

Columns to Display

Select the data you want to display from the list of columns.

Limit Projects

In the Keywords field, enter a portion of one or more project IDs and click Search to list projects to include in the report.

To narrow the search, click Options to select filter criteria. 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.