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

CRM & Contracts

The CRM & Contracts folder includes dashboards, packages, and report templates that cater to Costpoint Contract Managements users.

Similar with the reports in the Planning folder, the report templates in CRM & Contracts are interactive which you can modify during run-time.

The contents of this folder are available to the following user groups:
  • CER All
  • CER Contracts
Note: The Contracts Reporting package requires a license to Contract Management in Costpoint.