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

Planning

The Planning folder includes dashboards, packages, and report templates that cater to Costpoint Planning users.

Unlike the reports found in the Costpoint Business Intelligence for Budgeting and Planning folder, the report templates in Planning are interactive which you can modify during run-time.