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

Planning Reports

There are three report templates for the Planning area and they are the BnP PSR Trending Analysis, Planning Revenue Summary Report Template and PSR Report Template.

Use the BnP PSR Trending Analysis report to show how the pre-determined time analysis dimension can be used for trending PSR data in a report.

Use the Planning Revenue Summary Template as a starting point when you create project reports from reporting views in Budgeting & Planning. It is easy to use and you can make your own reports based on it.

The PSR Report Template can be used when you want to create reports based on PSR Report tables in Budgeting & Planning. Similar with the Revenue Summary Report Template, you can modify it and customized based on the needs of your business.