Use this screen to enter combinations using project/ organization wildcards for charging by your projects. If you selected the Limit Orgs check box in the Maintain Project Master or Basic Info screens, the project/organization combination must exist in the project/organization wildcards before the transaction can be used. If the combination does not exist, the transaction cannot be used. If you did not select the Limit Orgs check box in the Maintain Project Master screen, any organization can charge the project.
You can maintain this table using wildcards. Wildcards not only provide for a quicker initial setup but also ease maintenance when new branches are added to existing projects or organizations. For example, if you enter a project of "1000" as 1000%, this means any lower levels of this project, such as "1000.001," that are added later to the system, will be automatically included in this table.
In this screen, you can view the combinations to the level you desire or to receive a count on the combinations that have been created. New combinations will not be available for use until this screen is saved.
Use this screen after you have entered your projects and organizations and want to limit which organizations can charge a given project. You must use this screen any time a new project or organization has been entered into Costpoint that is not included in the wildcard strings.
Use this table to enter the project and organizations combinations that you want to validate.
Enter a valid project for which you want to select organizations. You can enter wildcards in this field. For examples of the wildcard feature, click the Entry Options button.
Enter a valid organization that you want to validate for this project. Wildcards can be used in this field.
To receive a count on the number of projects that are included in a given project wildcard string, highlight the table window row, then click the Project Count button. The number of projects that will be valid for the organizations on the same row will appear in the display-only window.
To receive a count on the number of organizations that are included in a given organization wildcard string, highlight the table window row, then click the Org Count button. The number of organizations that will be valid for the projects on the same row will appear in the display-only window.
The system derives the number of possible combinations by multiplying the project count by the organization count. This value will not display in the non-editable window until you have populated the Project Count and the Org Count fields.
Click this button to display the projects for a given project wildcard string in the Sample Projects table window. If you leave the starting point field blank, the system will display all the projects in the wildcard string. You can limit the projects that you want to display by entering a starting character string. The system will display the projects that begin with that same string as well as the projects that follow it. Note that this field does not use wildcards or work like a field that does use wildcards. It displays all projects in a given wildcard string beginning with a specified starting point. You can use this feature to ensure that the project/org wildcard has been set up properly.
Click this button to view examples for using the wildcard feature. The wildcards are % and _. Examples of their use are as follows:
% = All
%123 = Ends with 123
123% = Begins with 123
%123% = Contains 123
1_3 = Begins with 1 and ends with 3 and is 3 characters long
Click this button to display the organizations for a given organization wildcard string in the Sample Orgs table window. If you leave the starting point field blank, the system will display all the organizations in the wildcard string. You can limit the organizations that you want to display by entering a starting character string. The system will display the organizations that begin with that same string as well as the organizations that follow it. Note that this field does not use wildcards or work like a field that does use wildcards. It displays all organizations in a given wildcard string beginning with a specified starting point. You can use this feature to ensure that the project/org wildcard has been set up properly.
This screen updates the PROJ_ORG_WILDCARD table.