Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Link Reorganizations to Orgs Subtask

Use this subtask of the Manage Reorganization Elements screen to link reorganizations to organizations.

Before you can link them, both the reorganization and the organization must already exist in Costpoint.

You can link a reorganization to any number of organizations, and you can link an organization to any number of  reorganizations. However, you should link a single organization to only one reorganization in a given reorganization structure. Otherwise, reports generated by reorganization could contain duplicate data. When you link reorganizations and organizations, be careful that you do not duplicate organizations inappropriately.

When you generate a report by reorganization, Costpoint includes all accounts connected to the organizations that you linked to the reorganization.

Contents

Field Description
Alternative Methods

There are two other ways to link reorganizations and organizations in Costpoint. You can:

  • Use the Link Reorganizations/Organizations screen.
  • Use the Mass Link Reorganizations/Organizations screen.
Organization

Enter, or click to select, the organization to which you want to link the reorganization.