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

Procedures to Execute at the Beginning of a Fiscal Year Before Computing Revenue

Review these steps before computing revenue for a new fiscal year.

  • Review all projects that have Fixed Amount Year to Date revenue formulas before running the Compute Revenue screen for the first period of a new fiscal year.
  • Execute the Update Prior Year History screen. This screen combines the current year project tables (PROJ_SUM and PROJ_BURD_SUM) with the prior year project tables (PSR_PY_SUM and PSR_PY_BURD_SUM). The prior year project tables are the source for prior year cost and revenue amounts in the Compute Revenue screen. If you do not update the prior year tables, revenue calculations for the new year may be incorrect. The program recognizes the amount in the YTD Revenue field of the Manage Revenue Information screen, and this may result in overstated revenue.
Warning: Execute the Update Prior Year History screen only for fiscal years that have been calculated in Costpoint. If you updated the prior year tables manually from the Manage Prior Year Cost and Revenue screen or with scripts for a given fiscal year, do not run the Update Prior Year History screen for that same year. Doing so could cause your prior year project tables to be overwritten with zeroes. Normally, this situation occurs only in your first fiscal year in Costpoint.