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

CRM & Contracts

This folder stores standard CRM & Contracts reports and dashboards for contract administrators and staff.

The report templates in CRM & Contracts are interactive and you can modify them during run-time.

The contents of this folder are available to the following user groups:
  • CER All
  • CER Contracts
Note: The Contracts Reporting package requires a license to Contract Management in Costpoint.