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

Prompts

Select the prompts to filter or run the report.

Contents

Prompt Message

Description

Company

Select the company that you want to include in the report.

Select Purchase Order(s)

Use this prompt to limit the report to selected purchase orders.

In the Keywords field, enter one or more characters for the purchase orders you want to retrieve. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords drop-down list. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select PO Release Number(s)

Use this prompt to limit the report to selected PO release numbers.

In the Keywords field, enter one or more characters for the PO release numbers you want to retrieve. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords drop-down list. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select Vendor(s)

Use this prompt to limit the report to selected vendors.

In the Keywords field, enter one or more characters for the vendors you want to retrieve. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords drop-down list. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Work Assignment Start Date Range

Filter the report to only include work assignments that start within a specified date range.

In the From field, enter the earliest start for the date range or click the Calendar to select the date.

In the To field, enter the latest date for the date range or click the Calendar icon to select the date.

You can opt to select the Earliest date or the Latest date possible for the work assignments.

Select Project(s)

Use this prompt to limit the report to selected projects.

In the Keywords field, enter one or more characters for the projects you want to retrieve. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords drop-down list. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select Account(s)

Use this prompt to limit the report to selected accounts.

In the Keywords field, enter one or more characters for the accounts you want to retrieve. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords drop-down list. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select Organization(s)

Use this prompt to limit the report to selected organizations.

In the Keywords field, enter one or more characters for the organizations you want to retrieve. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords drop-down list. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.