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

Contents of the Manage Key Resources Screen

Use the fields and options to configure the Manage Key Resources screen.

Key Resource

Use the fields in this block to create a new Key Resource or to retrieve a previously saved one. A Key Resource represents a set of details. After you have saved a Key Resource and its details, you can retrieve them using Query.

When you select a previously saved Key Resource or Name, the associated details automatically display as selection defaults. You can change any of the associated defaults as necessary.

Field Description
Key Resource

Enter, or click to select, a Key Resource ID. Choose characters for your Key Resource that help identify the type of selections you made in the screen.

When you save your record, all the details made in the screen are stored with the Key Resource. Later, you can retrieve the key resource using Query.

You can maintain key resources more efficiently because you can select the Key Resource with its previously defined parameters. After the default selections display in the screen, you can override the defaults.

Name

Enter, or click to select, a key resource name.

Active

Select this check box to indicate that the key resource is active.

Key Resource Details

Field Description
Resource Type

Enter, or click to select, the resource type for this key resource. The description displays in the field to the right. Establish resource types in the Resource Types screen.

Capacity Unit of Measure

Select the Capacity Unit of Measure from the drop-down list. Use this group box to specify whether hours or another unit of measure is the usage quantity for this key resource. The values are:

  • Hours: Select this option if hours are the key resource unit of measure. This is the default.
  • Other: Select this option to manually assign the key resource unit of measure. Enter, or click to select, the unit of measure in the field provided.
Notes

Enter notes describing the key resource.

Capacity Details

Use this table window to specify the beginning date and weekly capacity for this key resource. Click the New Record button to add a line.

Field Description
Effective Date

Enter, or click to select, the beginning date of the weekly capacity quantity.

Weekly Capacity

Enter the weekly capacity quantity as of the starting effective date.