Select this feature to look up and select available values in cases where you are unsure of the ID or code you need to complete a particular field.
The Lookup dialog box displays a table containing the values that are available for entry into a specific screen field. You can either scroll through the displayed values or use (available on the Lookup dialog box) to narrow your search. When you select a value in Lookup, Costpoint transfers that value to the field from which you launched Lookup. If you place your cursor in a character field (non-numeric and non-date), you can enter the first few letters of the data you are looking for and Costpoint will automatically filter using this data.
Certain fields also contain the Lookup feature. These fields display a thick blue line on the right side: . Mouse-over the blue line to display the Lookup icon:
. To display the Lookup dialog, click the Lookup icon or press F10 on your keyboard.
Menu Option |
Description |
Select |
Click this button to bring the selected row into the field from which you executed Lookup. |
Cancel |
Click this button to close Lookup and return to the previous screen. The field from which you executed Lookup remains unchanged. |
Another way of searching for an existing value is to use the AutoComplete feature. This feature is available in fields where the lookup icon is found.
The AutoComplete feature lets you type in the first few characters of an existing code or ID that you are looking for, and then it displays the values that match your entry.
For example, in the Fiscal Year field of the Manage Subperiods screen, you enter the value 201. Costpoint will display the existing values that start with 201 such as 2010, 2011, 2012 and so on.