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

Project Status Screen

This screen runs the supplemental report Project Status Report (PSR) in Costpoint Planning.

Dates

Field Description
Date

This field displays the current date.

Ending

This is a required field.  Enter, or click to select a period end date.

Rates

Select the type of rate you want to display. Choose from the following options:

Field Description
Target

Click this option to display the costs as target indirect rate costs, which is the default.

Actual

Click this option to display the actual costs.

Total Budget Type

Use the drop-down list to select the type of budget you want to display. Choose from the following options:

  • Budget : Select this option to display the latest budget information.
  • EAC: Select this option to display the latest EAC information.  
Note: EAC displays in the drop-down list only if an EAC exists for the project.

Details

Field Description
Combined

Select one of the check box to combine all levels of report detail for viewing, printing or exporting.

Revenue

Select this check box to display revenue as a line item in the report.

Project ID

Enter or click, to select the project ID.

Subtasks

After you select the Project ID and set other report options, click to execute and populate the grid.

To display lower level details, choose from the following links:

  • Header: Click this link to display project information for top level direct projects.
  • Summary Detail: Click this link to display summary project information  at the next level down.
  • Pending Charges Detail: Click this link to display project commitments details. After the table opens, a link for the next level down displays. Thereafter, each table you open includes a link to the next level down.
Field Description
Expand All

Click this button to expand grid information.

Collapse All

Click this button to collapse grid information.