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 Opportunity Sources Screen

Use the fields and options to configure the Manage Opportunity Sources screen.

Table Window

Use this table window to view and/or enter opportunity sources. Click New to add a new line.

Field Description
Opportunity Source Code

Enter a source code that can be assigned to an opportunity.

GOVWINIQ is a Costpoint-defined source code that displays automatically in this field. You cannot modify or delete this code, but you can edit its description.

For user-defined codes, once the code is assigned to an opportunity, you will not be able to delete it on this screen.

Opportunity Source Description Enter a description for new opportunity source codes. For existing codes, you can modify this field for both user- and system-defined opportunity source codes.
Show in Lookup

This check box is selected by default for both user- and system-defined opportunity source codes, but you can modify it. Keep it selected to display the source code in the lookup of the Source field on the Manage Opportunities screen. Only those codes that are available in the lookup can be used for new records in Manage Opportunities.

If you clear this check box for a code that was already used in an existing record in Manage Opportunities, you will still be able to save that record as long as you do not replace the opportunity source code for that record.

Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.