Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Mass Link Projects/Accounts/Organizations

Use this screen to link valid accounts and organizations to projects.

If you have chosen not to validate account/orgs for projects (see the Configure Project Settings screen), it is not necessary to link the account/orgs, as the project/account/org combinations are not validated during data entry.

You can also link accounts and orgs to projects in the following screens:

  • Set Up Account/Organization Links subtask of the Manage Project User Flow
  • Link Projects/Accounts/Organizations

If your company has more than 1,000 accounts or more than 1,000 organizations, you cannot use this screen (there is a limit of 1,000 rows for any table window). If this is the case, use one of the screens just listed.

Projects must be linked to accounts and organizations before you can use them in any transaction screen.