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

My Workflow Approvals Dashpart

The My Workflow Approvals dashpart is a table listing workflow approval tasks assigned to you. The data on this dashpart comes from Costpoint.

The table displays the workflow name containing the record that requires action. In addition, it displays the step name as well as the time elapsed and time remaining for the workflow approval task. The status of the approval task is also displayed, which can be In-Process, Escalated, or Delegated. You can limit the tasks you want to view based on the status, time elapsed, and/or time remaining using the Options dialog box, which you can access by clicking .

Lines are sorted by Status, with Escalated approval tasks displaying at the top, followed by Delegated and In-Process.

Only workflow approval tasks that have not been completed are displayed on this dashpart.

Drill-Through

In the Workflow Name column, click a workflow name link to open the specific screen in Costpoint where you need to accomplish the outstanding workflow approval task or view additional details related to the task.

Note: Depending on your security rights, Costpoint may display a message indicating that you do not have access to a drill-through application.