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

Refresh Process

The Data Refresh process downloads the current data from Costpoint and loads it into Budgeting and Planning.

This process is usually scheduled to run nightly when Planning is used on a regular basis. To perform an off-schedule refresh, you can use the Refresh Process utility in the Planning module.

Note: Refer to the Costpoint online Help for more information about running the Refresh Process utility.