GLOBAL LINE MENU

The table below describes Global Line Menu functions for Costpoint and includes available shortcut keystrokes.

Not all menu and toolbar functions are available for all features.

Use the items in this menu to add, delete, and undelete lines. Options under the Line menu are only available at the table window level. If the options are not available, it is usually because no table window is present on the screen.

Menu Option

Function

New Record (CTRL+N)

Select New Record from the Line menu to create a new line at the end of a table window for input of new data. Use this function when beginning work with any table window. Most transaction screens require this to begin the "line" portion of the input.

Click to open this feature from the Application Toolbar.

Copy

Click Copy drop-down and select Copy Record to duplicate a line. The other available options are:

  • Copy Data to Insert into Excel — use this option to copy the line to Microsoft Excel.

  • Copy Data to Paste into New Record(s) — select this to copy the line as another parent record.

  • Paste Data — select this if you just copied a line and want to paste it as a new line.

Delete Record (CTRL+DEL)

Select Delete Record from the Line menu to designate deletion of a specified line of data from a table window. An displays in this box and indicates that the next time you save your data, the row will be deleted.

Click to use this feature from the Application Toolbar.

Undelete Record (CTRL+DEL)

Select Undelete Record from the Line menu 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 from the far left column.

Click to use this feature from the Application Toolbar.

Toggle Row Selection (SHIFT+F7)

Use this option to select or deselect a row on an active screen.

Force Object Validation (CTRL+ALT+V)

Use this option to validate the current field. Costpoint validates data for business logic at either the server or browser level, depending on the complexity of the calculation.

This option is necessary only in Record and Application validation frequency modes.

Force Line Validation (ALT+SHIFT+V)

Use this option to validate the current record. Costpoint validates data for business logic at either the server or browser level, depending on the complexity of the calculation.

This option is necessary only for the Application validation frequency mode.

Help

You can access Help for functions throughout Costpoint when you click Help on the Global Menu.

When you click Help for a currently displayed function, Costpoint displays online help for that particular function. If the current screen is a subtask, Costpoint loads online help for the main screen. If there is no active screen, Costpoint loads the Table of Contents of Help.

Initial releases of new versions of Costpoint may not feature direct links to help for functions. When the direct link is not yet available, click Help on the toolbar to display Table of Contents help for the current module. From the Table of Contents, you can select Help topics for the current function.