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

Billing Info Tab

If you use roles, use this tab to specify the role a user must have to enter a billing format and a billing formula on the Billing Info tab of the Manage Project Master Data from Templates screen for this template ID.

If you leave the role blank, any user can enter the billing format.

If you use quick project templates on the Manage Project Master Data from Templates screen, complete the setup on this tab before you enter projects on the Manage Master Data screen and the Create Projects from Templates screen.

Contents

Field Description
Generic Billing Format Role

If you use roles, enter, or click to select, the role that a user must have to enter a billing format on the Manage Project Master Data from Templates screen for this template ID.

If you leave the Billing Format Role field blank, any user can enter the billing format.

Billing Formula Role

If you use roles, enter, or click to select, the role that a user must have to enter a billing formula on the Manage Project Master Data from Templates screen for this template ID.

If you leave the Billing Formula Role field blank, any user can enter the billing formula.

FAQ

Where do I set up roles?

Set up roles on the Manage Workflow Roles screen.