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

Contents of the Synchronize Project Master Data and Project Edit Data Screen

Use the fields and options to configure the Synchronize Project Master Data and Project Edit Data screen.

Selection Ranges

Projects

Field Description
Option

Use this drop-down list to select a project range for this toolkit. Note that if you select the One option, the toolkit does not process any projects below the project level entered.

  • All: Select this option to include all projects.
  • Range: Select this option to include a range of projects.
  • One: Select this option to process only one project.
Start

If you selected One or Range in the Option field, enter, or click to select, a starting project.

End

If you selected Range in the Option field, enter, or click to select, an ending project.

Options

Synchronize

This group box is available only if discrepancies have been found.

Field Description
From Project Master to Project Edit

Select this option to synchronize from the Project Master table to the Project Edit table.

From Project Edit to Project Master

Select this option to synchronize from the Project Edit table to the Project Master table.

Table Window

This table window displays the discrepancies that were found by the toolkit. For each project in the project range, the toolkit compares the following columns of information in both PROJ and PROJ_EDIT:

  • Project Name
  • Organization ID
  • Project Abbreviation Code
  • Account Group Code
  • Project Start Date
  • Project End Date
  • Allow Charges Flag
  • Active Flag
  • Default Organization Entry Flag
  • Limit Accounts Flag
  • Limit Organizations Flag
  • Limit Account Organization Flag
  • Project Work Force Flag
  • Top Level Work Force Flag
Field Description
Enter Synchronization Password

Click this link to open the toolkit password dialog box. Before synchronization can occur, you must enter a valid password in the appropriate field. Because of the significance of the PROJ and PROJ-EDIT tables, you must contact Costpoint General Support to obtain the required password. Click the OK button in this dialog box to start the toolkit process.