on the toolbar. does not display in a particular application unless you set up the application for linking in the Manage Application/Content Links screen.The Content Management System (CMS) Integration feature allows you to link content files located in a third-party management system to a Costpoint product suite record. For example, you can link a scanned PDF of a vendor invoice to the Costpoint accounts payable voucher record it was used to generate. You can also link other content, such as engineering drawings or video work instructions, to an assembly part or routing record in Costpoint.
Before you can use this feature, you must:
On the Costpoint Web Configuration utility, define the connection between the product and a third-party CMS. For more information, see the Deltek Costpoint 7.1.1 Configuration Utility guide.
On the Manage Content Types screen in System Administration, specify the types of electronic content (typically documents) that you want to link from a third-party CMS to a Costpoint data record.
On the Manage Application/Content Links screen in System Administration, specify which types of content can be linked to a specific Costpoint application and result set.
To link a content file to an application result set, open that application and click on the toolbar. does not display in a particular application unless you set up the application for linking in the Manage Application/Content Links screen.
When you click , the Linked Content Files screen displays. Use this screen to create, maintain, view, or delete a link between a specific content file stored in a Content Management System (CMS) and a specific Costpoint database record.
Links created in one application/result set for the specific content type are visible in other applications if both applications have defined linking rules to the same content type.
For information about generating Costpoint report files and export files and saving them to the CMS, see Saving Files to the CMS.
Enter, or click 
to select, the ID of the content type to be linked to the Costpoint record.
This non-editable field displays the content type description.
Enter, or click to select, the name of the file to link to the Costpoint record. Use colons to separate the sections in the path (for example, CMS:Repository:Folder:Filename). After you save the record, only the content file name itself displays in this field.
Clicking displays the CMS file names and their common properties including the CMS columns that you selected in the Lookup Position field on the Content Data Fields subtask of the Manage Content Types screen. Any queryable content data field can be used in the creation of a search condition.
Enter any notes related to the linked content file.
Click this button to view the selected file. You cannot view files over 10 megabytes in size.
When you click this button, Internet Explorer downloads the file from the CMS. After the download is complete, Internet Explorer opens the appropriate file viewer.
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Subtask |
Description |
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Content Data Fields |
Click this link to open the Content Data Fields subtask |