Costpoint Online Help

My Menu Subtask

Use this subtask to set up My Menu for a UI Profile.

My Menu allows you to access shortcuts to the applications you frequently use without navigating through the entire Costpoint menu. You can access My Menu by clicking located on the upper-left portion of your screen.

My Menu Application List

This table window displays a list of all the Costpoint applications from which you can select those to include on My Menu. The fields in this table window display all of the pertinent information for each application and their location within Costpoint.

To select applications to include on My Menu, select the application on this list of all Costpoint applications, and then click Select. The selected application is then moved to the My Menu table window to verify that it is now included on My Menu.

Field Description
Application

This field displays the ID code of this application.

Application Name

This field displays the descriptive name of this Application.

Domain

This field displays the domain where this application is located. Costpoint is broken down into five domains where applications that perform one general function are grouped together by module and then by area of function. The domains are:

  • Accounting
  • Projects
  • People
  • Materials
  • Administration
Module

This field displays the ID of the module where this application is located. Costpoint domains are broken down into modules where related applications are grouped together by their area of function.

Module Name

This field displays the descriptive name of this Module.

Area

This field displays this application's area of function.

My Menu

Use this table window to set up a list of applications you can access using My Menu.

Click to add a new entry to this table window or select an application from the My Menu Application List table window and click Select to add that application to this table window.

Field Description
Sequence

Enter sequence numbers to determine the order of the menu items displayed on My Menu. Use this field to arrange or rearrange the order in which applications and headers display on My Menu.

Line Type

Select whether this entry is an Application or Header.

If you select Application, you must then enter a descriptive title to identify this application in the My Menu Title field and specify the application ID in the Application field. If you used the My Menu Application List table window to select an application, this field automatically selects Application as the line type and Costpoint automatically populates the rest of the fields.

If you select Header, you must then enter a descriptive name for this group header. This group header acts as an expandable/collapsible separator for your application groupings.

My Menu Title

Enter a descriptive title to identify this application or group header. This title is what displays on My Menu. If you used the My menu Application List table window to an application, Costpoint automatically populates this field.

Create Nav Banner? Select this check box to create a navigation banner for the group header.
Application

Enter, or click binoculars.gif to select, the ID code of the application you want to include on My Menu. If you used the My Menu Application List table window to select an application, Costpoint automatically populates this field.

Application Name

This field displays the name of the selected application.