Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Link References/Accounts/Organizations

Use this screen to link reference numbers to account/organization combinations so you can print reports using alternate reporting structures. You can also use Query on this screen to view the current contents of the Ref/Account/Org table.

Alternative Methods

There are two other ways to link accounts and organizations to reference elements in Costpoint. You can:

  • Use the Link to Acct/Orgs subtask of the Manage Reference Elements screen.
  • Use the Mass Link References/Accounts/Organizations screen.

If you have large account/organization tables, this screen may be the only way to initialize the Ref/Account/Org table, because the table windows used for linking on the other screens have a limit of 1,000 rows that can be loaded at a time.

You must first link accounts and organizations before you can link them to reference numbers.

Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.