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 Activities Screen

Use the fields and options to configure the Manage Activities screen.

Contents

Field Description
Activity ID Enter a unique ID to identify the activity, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Activity IDs check box is selected on the Configure Contract Management Settings screen.
Description Enter a description for the activity.
Activity Date Enter, or click to select, the activity date. For new records, this defaults to the system date but can be modified.
Subject Enter, or click to select, an activity subject (for example, client visit, initial meeting, or post award debriefing). Valid values are only those that exist on the Manage Activity Subject screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Activity Subject. Only codes that are available in the lookup can be used for new records in Manage Activities.
Priority

Select the priority of the activity. Valid options are:

  • None
  • Low
  • Medium
  • High
Activity Owner Enter, or click to select, the employee who is the owner of this activity.
Completed

Select this check box if the activity has been completed. Once you selected this check box, the Completed Date field becomes populated, and all the fields on the main screen as well as on the Resources subtask become disabled. You will not be able to delete, make additions to, or modify the activity or the resource. The Tasks subtask, however, will remain editable.

You can clear this check box at any time to allow additional changes to the activity. Clearing this box also clears the Completed Date field.

Method Enter, or click to select, an activity method (for example, email, meeting, phone call, or task). Valid values are only those that exist on the Manage Activity Methods screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Activity Methods. Only codes that are available in the lookup can be used for new records in Manage Activities.
Completed Date This field automatically populates with the date the Completed check box is selected.
Location Enter the location for the activity.
Opportunity ID

Enter, or click to select, the opportunity ID that should be associated with this activity. Once you save the record, this activity displays on the Activities subtask of the Manage Opportunities and Opportunities Quick View screens when you access the opportunity record.

The unlabeled field to the right displays the opportunity name as a hyperlink. You can click this link to open the Manage Opportunities screen and see more information about the opportunity.

Contract ID

Enter, or click to select, the contract ID that should be associated with this activity. Once you save the record, this activity displays on the Activities subtask of the Manage Contracts screen when you access the contract record.

The unlabeled field to the right displays the contract name as a hyperlink. You can click this link to open the Manage Contracts screen and see more information about the contract.

Subcontract ID

Enter, or click to select, the subcontract ID that should be associated with this activity. Once you save the record, this activity displays on the Activities subtask of the Manage Subcontracts screen when you access the subcontract record.

The unlabeled field to the right displays the subcontract name as a hyperlink. You can click this link to open the Manage Subcontracts screen and see more information about the subcontract.

Notes Enter additional notes or comments about the activity.
Download Outlook (.ics)
Note: This button is available only in Form view and displays once you have saved the record.

You can use this button to add the activity to your Outlook calendar. Click this button to download an .ics file containing information about the activity. And then, click the downloaded file on the browser window, or open it from your local Downloads folder. You can save the file as is or make modifications before adding the activity to your Outlook schedule.

The .ics file automatically sets the appointment as Busy. The other values get copied from the screen and include the following:

Screen Field .ics File
Activity Owner Organizer name
(None) If the activity owner has a corresponding email address stored in the system, that email address displays on the .ics file's Organizer email. Organizer email
Description Subject
Activity Date Start time and End time
Location Location
Notes Details/Body

Subtasks

Subtask Description
Resources Use this subtask to enter, edit, or view resources associated with the activity.
Tasks Use this subtask to enter, edit, or view tasks related to the activity.