Share Record

Use the Share Record feature to share the URL of a Costpoint record.

When you click Share Record, Costpoint copies the URL to the browser clipboard. You can then paste the link or choose a sharing option on your device or computer.

To share a record in Table View:

1. Select a record.
2. Right-click a column header or click its arrow and select Share Record.

To share a record in Form View, right-click on the form and select Share Record.

Note: Costpoint login is required to access the shared record.