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

Offline Mode

Offline mode enables you to work in Costpoint applications without being connected to the Internet.

There are a variety of reasons to work in Offline mode. For example, you might want to work in an area that has no Internet, or you might have a slow or intermittent internet connection. In Offline mode, you can view records in applications, update records, and add records. When you reconnect to the Internet, you can synchronize your updates to the Costpoint database.

Offline capabilities are available in Costpoint and Time and Expense on laptops and mobile devices when accessed through the browser/PWA. The native Costpoint Mobile Time and Expense application also supports Offline mode but does not have the same capabilities.

Note: For instructions on using offline timesheets in the native mobile Time & Expense application, see "Offline Time Entry" in the Costpoint Mobile T&E Help for more details.
To work in Costpoint offline:
  • Prepare application records for offline access.
  • Log in to Costpoint in Offline mode.
  • View, add, or update data.
  • When you reconnect to Costpoint online, review and edit the updates, add new or keep original data, and merge or discard the updates.

By default, Offline mode is disabled. Your administrator needs to enable the applications that will be used offline. Once an application is enabled, any user can use the application in offline mode on a laptop or mobile device.

Offline mode is supported on Windows OS, as well as Android and iOS mobile devices.

Note: Your administrator can enable offline access and select the applications available in Offline mode in the Configure System Settings (SYMSETNG) application.

By default, all offline data stored on mobile devices is encrypted. Only the user who stored the data can access it. To support this level of security, the user must use TouchID or FaceID on a phone or tablet the first time they prepare the data for Offline mode. TouchID or FaceID is also required to log in to Offline mode. No upfront setup in Costpoint is necessary for this security.

Many IT organizations already have fully encrypted laptops, so Costpoint does not encrypt offline data on laptops by default. However, if desired, an administrator can require offline data encryption ("Encrypt offline data on laptops" option in System settings). In this case, a laptop user (same as on mobile devices) must use FIDO identification to initialize offline mode and log in offline. The FIDO identification method can be any option supported by Windows Hello (fingerprint, FaceID, PIN) or an external/USB FIDO security device.