Costpoint Help

Manage Alternate File Locations

Use this screen to set up alternate file location information for specific users and user groups.

The data from this screen is used by Costpoint to identify the actual disc location/folders (network drives/folders) available to Costpoint users for accepting input files or writing output files.

You can designate an alternate file location in many of the Costpoint screens. This screen's fields are optional, however, with only one exception: if you have selected the Print to File checkbox as a delivery option in the Print Options dialog box (Print > Print Options), you must specify an alternate file location, unless you prefer to use the Download option.

You can also link an alternate file location to a specific content type for a pre-defined Content Management System (CMS) interface. After you link the alternate file location to a content type, you can generate a report file or an export file and save it to the CMS. See Saving a File to a CMS for more information. You cannot establish an alternate file location for both an URL/folder and a CMS folder.

Note: Costpoint can be deployed in the cloud in a multi-tenancy environment. You can add new alternate file location IDs and names as well as enter a new URL/folder path without assistance from Deltek.

Set up new data on this screen after you have established users and user groups on the following screens:

  • Manage Users
  • Manage User Groups

Related Topics:

Display the Manage Alternate File Locations Screen

You access the Manage Alternate File Locations screen from the Admin domain.

Contents of the Manage Alternate File Locations Screen

Use the fields and options to configure the Manage Alternate File Locations screen.

Table Information for the Manage Alternate File Location Screen

Changes to the Manage Alternate File Location screen update several tables:

Procedures

Use these procedures to add an alternate file location, assign users or user groups to an alternate file location, and save a file to a CMS.


Parent Topic:

File Management