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

How to Budget by Period

To budget by period, select the Budget by Period check box on the Info tab of the Manage Project Budgets and ETC screen.

We recommend that you create a total budget and then spread these amounts over the life of the project. You can build a period budget by entering a fiscal year and period for each row and, during recalculation, a total budget row is created. The period 0 fiscal year 0 row in a budget subtask represents the total budget amount for an organization and account combination row. The period rows display a fiscal year 19XX or 20XX and a period 1 - 18, depending on how your fiscal years and periods are established Costpoint General Ledger.

A project budget can include direct, labor, and unit costs from the owning or performing organization or a combination of both owning and performing organizations. A project budget can span more than one fiscal year. In Costpoint Advanced Project Budgeting, you can enter data for a project budget only on the Manage Project Budgets and ETC screen.

  • You can use Costpoint's inquiry screens to view your budget, ETC, and earned value information. You can export this data to a spreadsheet for further analysis or in HTML format for the web. You can create different views for these inquiries that provide for detailed analysis of your project budget, ETC, and earned value information. These inquiries directly access your project budget tables.
  • You can use the report to directly access your project budget tables. You can create and save different report views. We recommend that you save the report layouts for easy retrieval.