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

Import Quick Projects

Follow a few steps to import quick projects to Costpoint.

To import quick projects:

  1. Click .
  2. Enter a new parameter ID and parameter description, or to select a previously saved parameter ID, click .
  3. From the drop-down list in the Option field in the Projects group box, select one of the options (All, One, Range, From Beginning, or To end) to filter and select the approved quick projects you want to import.
  4. Based on what you enter in the Option field, enter the appropriate projects in the Start and/or End field.
  5. From the drop-down list in the Option field in the Project Managers group box, select one of the options (All, One, Range, From Beginning, or To end) to filter and select the project managers whose approved quick projects you want to import.
  6. Based on what you enter in the Option field, enter the appropriate project managers in the Start and/or End field.
  7. Run the Quick Project Information report by clicking .
  8. From the Process menu, select Default Action (or click ) to import projects.
  9. Run the Update Project Contract and Funded Values and Update Project Period of Performance toolkits.
    This updates contract and funding values and period of performance dates at each project level in the Project Master.