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

Project Ledger Detail Report

Run the Project Ledger Detail report to review detail postings to the general ledger for project/account/organization combinations.

This report helps you analyze project activity and balances.

Secured Data

If Model Security is applied, you will only see projects within the owning organizations in your assigned group/profile.

If you are unassigned to the Project Manager Security user group in Costpoint, you will only see projects where you are assigned as the PM. (Organization Security is disregarded in this case.)

If Model Security is applied and the labor suppression flag is enabled for your user, then amounts related to Labor transactions will be 0 in the report. This will impact the totals.