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

Contents of the Manage User-Defined Labels Screen

Use the fields and options to configure the Manage User-Defined Labels screen.

Table Window

Field Description
Sequence Number

Enter the sequence in which you want the labels to appear. For example, if you wanted to have a label called "Contract Start Date" appear first, give it a sequence number of 1. Two rows cannot have the same sequence number; if they do, you cannot save this screen. New rows are automatically incremented by 10, allowing for insertion of additional rows at a later time. To insert a new row, click .

Data Type

Use this drop-down list to select the data type allowed on the Manage User-Defined Information screen. Valid options are:

  • Date: Select this option to allow entry of only a date.
  • Number: Select this option to allow entry of only a number.
  • Text: Select this option to allow entry of alphanumeric text.

Only Text data types are allowed if you select the check box in the Validated Text column.

Label

Enter the row heading. This label appears on the Manage User-Defined Information screen, and you can assign values to your selected project.

Help Description

Enter a short help description that you want to appear at the bottom of the screen (in the on-screen help field) when you are entering data on the Manage User-Defined Information screen.

Costpoint Validation Field

Click  to select a column of an already existing Costpoint data table. The items in this column are used as a source on the Manage User-Defined Information screen. The Validated Text option cannot be used when this column is active.

Validated Text

Select this check box if entries made for this label are restricted to specific alphanumeric text. Use the Validated Text table to create these text items and their descriptions.

These text items are available for on the Manage User-Defined Information screen. The Costpoint Validation Field cannot be used for this row when this check box is selected.

Required

Select this check box if this user-defined information is a required field for this project on the Manage User-Defined Information screen.

Validated Text

Use this table to set up valid values for each of the validated text labels. You can access this table only for those rows on the main screen that have the check box selected in the Validated Text column.

For each row that has the check box selected in the Validated Text column, you must set up at least one valid value, or you cannot enter anything into that row on the Manage User-Defined Information screen.

Warning: If you delete a text row, all of the related rows on the Manage User-Defined Information screen are deleted.
Field Description
Text

Enter a valid value for the user-defined label. You can have as many different values as you need for each different validated text label.

Description

Enter an optional description for each of the valid text values. This description is displayed along with the valid text values when you click on the Manage User-Defined Information screen.