Use this screen to enter combinations, using project/organization wildcards, for charging by your projects. If you selected the Orgs checkbox in the Limit group box in the Basic Info screen in the Project User Flow (Projects\Maintain\Project), the project/organization combination must exist in the project/organization wildcard table before you can post a transaction to the project. If you did not select the Orgs checkbox in the Basic Project Info 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 that 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 receive a count of the combinations that have been created. New combinations will not be available for use until you save this screen.
This screen consists of the Project Orgs table and two subtasks. Use the table and subtasks in the following manner:
Use the Project Orgs table to set up the project/organization combinations in the PROJ_ORG_WILDCARD table.
The Wildcard Option subtask contains a table that explains the use of wildcards in this screen.
The Sample Projects subtask displays the sample project/organization combinations that will be available depending on the data entered in the Project Orgs table.
The Sample Organizations subtask displays the sample project/organization combinations that will be available depending on the data entered in the Project Orgs table.
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 set up that is not included in the wildcard strings. If you have selected the Orgs checkbox in the Basic Info screen in the Project User Flow (Projects\Maintain\Project), you will not be able to charge your project until you have populated this table.
Why should I use the Orgs checkbox in the Limit group box in the Basic Info screen?
Select the Orgs checkbox in the Basic Info screen in the Project User Flow (Projects\Maintain\Project) if you have specific orgs that are permitted to charge the project. Once you have determined which orgs are allowed to charge the project, you can identify them in this screen. If you have multiple companies in your database or if your customer has specific requirements regarding project charging, this feature may be useful.
How do I use the Wildcard feature?
Review the following 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
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Note: The "%" wildcard denotes "any character, any length," and the "_" wildcard indicates "any single character." |
Enter a valid project that you want to link to the selected organizations. You can enter wildcards in this field. See the "How do I use the Wildcard feature?" question in the FAQs section for information on the use of wildcards.
Organization Wildcard String *
Enter a valid organization that you want to validate for this project. You can use wildcards in this field. See the "How do I use the Wildcard feature?" question in the FAQs section for information on the use of wildcards.
The system will automatically populate this field with the number of projects that are included in a given project wildcard string, when you have entered the Project Wildcard String and the Organization Wildcard String fields.
The system will automatically populate this field with the number of organizations that are included in a given project wildcard string, when you have entered the Project Wildcard String and the Organization Wildcard String fields.
The system derives the number of possible combinations by multiplying the project count by the organization count.
* A red asterisk denotes a required field.
Select this subtask link to open the Wildcard Option subtask.
Use this subtask link to open the Sample Projects subtask.
Use this subtask link to open the Sample Organizations subtask.
Changes to this screen update the PROJ_ORG_WILDCARD (Project Organization Wildcard) table.
