SAVING FILES TO THE CMS

You can use the Manage Alternate File Locations screen to link an alternate file location to a specific content type for a given CMS. After you link the alternate file location to a content type, you can generate Costpoint report files and export files and save them to the CMS.

To generate a report file and export it to a CMS, complete the following steps:

  1. On the screen, set the parameters for your report.

  2. From the menu, click File ยป Print Options, or click (Print Options icon) on the toolbar.

  3. Select the Print to File check box.

  4. On the File Options tab, select the File Type, and enter the File Name.

  5. In the Alternate File Location field, enter, or click to select, the CMS to which you want to export the report file.

  6. Click OK.

  7. Click . The application generates the report file and saves it to the CMS.

To generate an export file and save it to a CMS, complete the following steps:

  1. On the screen, set the parameters for your export file.

  2. In the File Location field (the name used in most screens), enter, or click  to select, the CMS to which you want to save the export file. Clicking  displays the alternate file locations you set up for the content type on the Manage Alternate File Locations screen.

  3. Click . The application generates the export file and saves it to the CMS.