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

Contents of the Manage BI Menu Content Screen

Use the fields and options to configure the Manage BI Menu Content screen. After filling out the fields, click Save.

Field Description
Show Select either Yes if you like the menu item to display on the Menu tab or No if otherwise. You can add a menu item and keep it hidden until it is needed. An example of this is when a report is seldom used, for example, once a year. You can keep it hidden until it is time to display it for users to access.
Add-on modules, such as Fixed Assets, are hidden by default, but you can choose to show them if needed.
Source This field always displays Custom when you are adding a new menu item. It displays Deltek when the menu item has been pre-populated by Costpoint BI. Pre-populated items cannot be removed, but can be hidden.
Parent Folder Select the parent folder for the menu item that you like to add. For example, if you like to add a menu item under General Ledger, select General Ledger as Parent Folder. The values in the Parent Folder drop-down list are limited to those found in Team Content > Company Content > Your Tenant and the standard parent folders in Costpoint BI. Sub-folders are not supported at this time for custom content.
Object Type Select the type of object for the menu item that you like to add. For example, select Report for the Custom Income Statement menu item.
NAME Enter the name of the item exactly as how they are indicated on the Company Content tab. For example, you created a report with name, Custom Income Statement found in Company Content. Enter Custom Income Statement as name on the Manage BI Menu Content screen.
Description Add a description for the menu item. You will see this description whenever you hover over the menu item on the Menu tab.
Sort Order Enter the sort number for the menu item as you would like it to display under the parent folder on the Menu tab.