GLOBAL PROCESS MENU

The table below describes Costpoint Global Process Menu functions, including available shortcut keystrokes.

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

Use the items in this menu to export and import files and select default actions related to the current application.

Menu Option

Function

Action Menu

Click Action Menu to display a submenu of available actions that you can launch for the current application.

Default Action (CTRL+SHIFT+R)

Click Default Action to launch the default action in the current result set. For example, when running an import screen, click this option to initiate the import process.

Click to launch the default action from the Global Toolbar menu. This icon may include a drop-down list that offers access to available actions for the current result set. The first item in the list is the default action.

View Action and Report Status

Click View Action and Report Status to launch a screen that helps monitor the overall workload on the job server and view the status details of the jobs being processed.

File Upload

Click File Upload to display the File Upload Manager, where you can upload files to the Costpoint database.

Not all file types and sizes are eligible for upload.

File Download

Click File Download to display a dialog box where you can select data files for download, including files from Deltek Time & Expense and Magnetic Media files. You can also use Query to find files for downloading.

Help

You can access Help for functions throughout Costpoint by clicking 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 Table of Contents help for the current module.

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.