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

Screen Fields

Use these fields to select the search criteria for the drill-down results and report.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Date Range

Select a date range option for the charge activity. The available options are:

  • All — Select this option to include all charge activities.
  • One — Select this option to include one specific charge activity.
  • Range — Select this option to include a range of charge activities.
  • From Beginning — Select this option to include all charge activities starting from today and ending with the charge activities you select in End Date field. The Start Date field is disabled for this option.
  • To End — Select this option to include all the charge activities that begin with the activity you select in Start Date and end with the most current charge activities available. The End Date field is disabled for this option.
Field Description
Start Date

Click to select the start date for the charge activity. The default date that displays is the first day of the month of the current system date.

Start Date is not a required field. However, because of the amount of information displayed in the Print Charge Activity Report screen, we suggest that you select a date range to narrow the scope. If you do not make an entry in the Start Date field, the system will attempt to retrieve all selected charge information from the charge's inception.

End Date

Click to select the end date for the charge activity.

Charge Selection

Field Description
UDT01 and UDT02

If you are linking UDT02s and UDT01s and your functional role allows you to view both UDT02 and UDT01 charges, select the appropriate radio button to view UDT02 or UDT01 charges. UDT02 is selected by default.

If your  functional role allows you to view UDT01 charges only, UDT01 is selected by default.

If you are not linking UDT02s and UDT01s, the radio buttons will not display and UDT01s will display in the Results tables.

Function

Click to select the function of the project manager. The selections available depend on the rights that you have as a project manager in the system and the functions created in the Manage Functional Roles screen and assigned in the Manage UDT01S or Manage UDT02S screens.

The functions are listed in alphabetical order The default is based on the number of functions listed. If you are assigned more than one function in the system, "Select" is the default value and an additional value of "ALL" will be available. If you are assigned only one function, it will be the default value.  

If your security role does not have the Apply Charge Level Security check box selected in the Manage Security Roles screen, this field will be disabled and will display "None."

Filter

Use this field to narrow down the number of charges for selection. For example, if you enter "1000" for the Filter, all charges that begin with 1000 will be displayed.

If you are using abbreviations, the filtering will occur on the UDT02 or UDT01 abbreviation ID depending on which one you selected or is defaulted. You can determine abbreviation use in the Entry By Abbreviation section in the UDT Options tab of the Configure General Settings screen.

Interim Charges Only

If you only want to display activity for charges that were added "on the fly" during time entry and have not yet been confirmed as true charges, check Interim Charges Only.

Show Details Select this check box to include charge details.
Change Selection Click to select the charges you want to include.

Drill Down Options

By selecting levels, you can see an additional breakdown(s) of charge activity information by UDT or employee.  If you do not select levels, you will still see the activity in a summarized manner by charge and in a detailed manner by timesheet cell date.

Field Description
Level 1

Select the UDT value or "Employee" from the drop-down to display the charge activity information at the selected level. In addition to Work Assignment, Line No, and PO ID, the available options are the UDTs with the Use check box selected in the UDT Options tab of the Configure General Settings screen.  An additional value, "None," is available and will display as the default. The remaining UDTs display in alphabetical order.

You must select a Level 1 value for the Level 2 field to be enabled.  If you change the Level 1 value to "None" after having selected Level 1 and Level 2 values, the Level 2 field will be changed to "None" and disabled.  

If you change the Level 1 value from one UDT value to another after having selected a Level 2, the Level 2 value will be changed to "None;" this prevents you from selecting the same UDT value for more than one level.

Level 2

Select the UDT value or "Employee" from the drop-down to display the charge activity information at the selected level. In addition to Work Assignment, Line No, and PO ID, the available options are the UDTs with the Use check box selected in the UDT Options tab of the Configure General Settings screen. The UDT or "Employee" value selected for Level 1 is not included. An additional value, "None," is available and will display as the default. The remaining UDTs display in alphabetical order.

You must select a Level 2 value in order for the Level 3 field to be enabled.  If you change the Level 2 value to "None" after having selected Level 2 and Level 3 values, the Level 3 field will be changed to "None" and disabled.  

If you change the Level 2 value from one UDT value to another after having selected a Level 3, the Level 3 value will be changed to "None;" this prevents you from selecting the same UDT value for more than one level.

The Level 2 field is available only if you select a Level 1 value.

Level 3

Select the UDT value or "Employee" from the drop-down to display the charge activity information at the selected level.  In addition to Work Assignment, Line No, and PO ID, the available options are the UDTs with the Use check box selected in the UDT Options tab of the Configure General Settings screen. The UDT values or "Employee" selected for Level 1 and Level 2 are not included. An additional value, "None," is available and will display as the default. The remaining UDTs display in alphabetical order.

The Level 3 field is available only if you select a Level 2 value.

Additional Detail Columns

Select additional columns to see additional UDT information when the details level is displayed at the cell level.

Field Description
Column 1

Use the drop-down to select a UDT to display as an additional column on the details level of the Print Charge Activity Report screen. In addition to Work Assignment, Line No, and PO ID, the available options are the UDTs with the Use check box selected in the UDT Options tab of the Configure General Settings screen.  

An additional value, "None," is available. The remaining UDTs display in alphabetical order. The default for this field is "UDT10."

Column 2

Use the drop-down to select a UDT to display as an additional column on the details level of the Print Charge Activity Report screen. In addition to Work Assignment, Line No, and PO ID, the available options are the UDTs with the Use check box selected in the UDT Options tab of the Configure General Settings screen.  

An additional value, "None," is available. The remaining UDTs display in alphabetical order. The default for this field is "None."

The Column 2 field is available only if you select a Column 1 value.