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

Manage Project Account Group Mappings

Use this screen to associate a project account group with a project type if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

This mapping allows a project account group to default on the Manage Project Master Data from Templates screen when you use quick project templates and you enter a project type in this screen. Users need not know the project account group when they enter a new quick project. You can change the default project account group on the Manage Project Master Data from Templates screen as needed.

On the Manage Project Account Group Mappings screen, you can map the same project account group to different project types.

Note: If you use quick project templates, the Manage Project Account Group Mappings screen is just one of several places from which the account group can default for a quick project.

For each quick project template you create on the Manage Project Templates screen, you choose whether the account group default is retrieved from the Manage Project Templates screen, this screen, or the Configure Project Settings screen. You can also choose to have no default account group.

Use this screen only if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

This screen is an optional configuration screen.

If you want to use account group mapping, complete the mapping in this screen before you create quick project setup templates on the Manage Project Templates screen.

After you complete project account group mapping, to use this mapping for a quick project template, select Account Group Mapping in the Account Group Default Source field on the Basic Info tab of the Manage Project Templates screen.