Menu Option
Function
Execute (F3)
Select this option to populate the table window. Costpoint uses the filtering conditions you entered on the top screen. If you have not yet entered data (for example, when you have just opened the application), you can click Execute to retrieve all available database rows permitted by the business rules.
Click 
to launch Execute from the Global Toolbar.
New Record (F2)
Click New Record to enter a new record on the screen in either Form View or Table View
Click 
to open this feature from the Application Toolbar.
Clone Record (F4)
Click Clone Record to create a new record that retains information from an existing record.
After you create a new record by cloning an existing record, you can edit the data in the new record. Use the Toggle View option 
on the Application Toolbar to switch back and forth between the new record and the existing record.
Clone is not available for all functions.
Save (F5)
Select this option to save your data to the database.
Click 
to use this feature from the Global Toolbar.
Save and Continue (F6)
This menu option saves your input without clearing the screen, which allows you to continue working on the current record.
Click 
to use this feature from the Global Toolbar.
Delete Record (CTRL+DEL)
Use this option to mark a record for deletion. The next time you save your data, Costpoint will delete from the database any rows on the screen that you marked for deletion.
This menu option deletes everything currently on the main screen, including any subtask information. For screens with table windows, this feature deletes all rows on the table window. To delete only one row on a table window, click Delete Record in the Line menu.
Click 
to use this feature from the Application Toolbar.
Undelete Record (CTRL+DEL)
Select Undelete to reverse the previous menu option. For example, with table window lines, you can remove the designation for deleting a particular line. This removes the "X" from the far left column.
Click 
to use this feature from the Application Toolbar.
Refresh
Select this item to display a submenu with four Refresh options. These options allow you to refresh all or part of an application. Generally, refreshing an application returns it to the state it was in when you opened it, reversing any changes you have made to records on the screen and restoring those records to the state they were in when you first loaded them from the database.
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Clear All — Use this option to do the following:
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Cancel all edits you made since opening the application, and
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Restart the application.
Costpoint deletes all the changes you made to your queried data since opening the application and then restarts your session.
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Refresh All — Use this option to do the following:
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Cancel all edits made in the current application, and
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Re-execute all current queries for all currently opened screens within the application.
Costpoint only re-executes a query if you previously executed one in the current session.
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Refresh Subtask — Use this option to refresh the current subtask. Costpoint deletes all edits for a single document that you have made both under that subtask and its subordinate subtasks, if any. Data on the header record and on other subtasks do not refresh. This option is available only within a subtask.
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Refresh Document — Use this option to refresh the currently selected document. Costpoint refreshes the data on the current header row and all its supporting details. Costpoint removes all previous edits. This option applies to documents (header records) only. You cannot refresh a new row since it does not yet exist in database.
This option enables only for the top level, at the root of the document. This option is disabled for subtasks.
Click 
to open this feature from Global Toolbar.
Print Options (CTRL+ALT+P)
Select this item to display the Print Options dialog box, where you can review and modify your printer options. Choose the destination for your output (for instance, system or local printer, file, email, download, or archive), select specific pages for printing, number of copies, and more.
Click 
to open this feature from the Global Toolbar.
Page Setup
Select this item to display the Page Setup dialog box, where you can specify your report's layout. You can choose the font, layout (landscape or portrait), paper size, margins, and whether to include your company logo and name.
Click 
to open this feature from the Global Toolbar.
Preview Default Report (CTRL+SHIFT+V)
Select this item to display a preview of the current report. Most report applications (such as the Project Status Report), include only the option to print the report. Some applications include an option to print in batch mode.
For most non-report applications, three options are available to print the records:
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Current Record Information — Vertical Layout
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Current Record Information — Horizontal Layout
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Queried Records Information — Horizontal Layout
Click 
to open this feature from the Global Toolbar.
Print Default Report (CTRL+SHIFT+P)
Select this item to print the current report. Costpoint prints the report using the selections you made on the Page Setup and Print Options dialog boxes.
Most report applications (such as the Project Status Report), include only the option to print the report. Some applications include an option to print in batch mode.
For most non-report applications, three options are available to print the records:
-
Current Record Information — Vertical Layout
-
Current Record Information — Horizontal Layout
-
Queried Records Information — Horizontal Layout
Click 
to open this feature from the Global Toolbar.
Close Application (CTRL+W)
Select Close to exit the current Costpoint application. When you click Close Application from the Global Menu, Navigation Menu (in Open Applications 
) or Application Toolbar will not exit Costpoint.
Click 
to close the current application from the Application Toolbar.
Logout (CTRL+SHIFT+F12)
Select this option to exit Costpoint, including all currently active Costpoint applications. If you have unsaved changes, you will have the opportunity to cancel and save your new data before you exit Costpoint.
Click 
to log out of Costpoint from the Navigation Toolbar.