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

Import Consolidation Data

Use this screen to prepare your financial data for the Copy Imported Consolidation Data to Permanent Tables screen. This screen loads your financial data into a temporary table in preparation for the consolidation. You use this screen only if the sending company is located in a different database. Complete this screen before you complete the Copy Imported Consolidation Data to Permanent Tables screen.

There are two ways to work with input files in Costpoint

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.