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

Create a Company-wide Navigation Banner

Set up navigation banners and assign them to user interface (UI) profiles in the Manage User Interface Profiles screen.

Users of the UI profile will have the allotted security access to use the navigation banner.

To create a navigation banner for a UI profile:

  1. Go to Admin > System Administration > Workspace Customization > Manage User Interface Profiles.
  2. In the My Menu section, click New.
  3. In the Sequence column, enter a number that sets the location of the application in My Menu.
  4. In the Line Type column, select Group Header.
  5. In the My Menu Title column, enter a name for the application group.
  6. In the Create Nav Banner? column, select the check box.
    The application group is created.
  7. Click New to add applications for the navigation banner.
  8. In the Sequence column, enter a number that sets the location of the application in the navigation banner and My Menu. This number should have a higher value than the application group number.
  9. In the Line Type column, select Application.
  10. In the My Menu Title column, enter an application name or click to select a name.
  11. In the Application column, enter the application ID or click to select an ID.
  12. Repeat steps 8 through 12 to add more applications to the application group.
  13. Click to save your updates.