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 Competitors Screen

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

Contents

Field Description
Competitor ID Enter a unique competitor ID, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Competitor IDs check box is selected on the Configure Contract Management Settings screen.
Name Enter the name of the competitor.
Location Enter the location of the competitor.
Incumbent Select this check box if this is an incumbent competitor.
Competitor Status

Select the status of the competitor. Valid values are Active and Inactive.

If you select Inactive, this competitor will not be available in the lookup within an opportunity record, but you can manually enter the competitor ID. If this competitor is active and linked to an opportunity, and you updated its status to Inactive, the opportunity will remain linked to this competitor.

Default Size

Select the size of the competitor. Valid options are:

  • Large: Select this check box if the competitor is a large business. When you select this check box, the Small check box becomes disabled.
  • Small: Select this check box if the competitor is a small business. When you select this check box, the Large check box becomes disabled.
  • Disadvantaged: Select this check box if the competitor is a disadvantaged business. You can select this check box even if you already selected the Large or Small check box.
Comments Enter comments and other relevant information about to the competitor.
Strengths & Weaknesses Enter the strengths and weaknesses of the competitor.