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 Projects/Accounts/Organizations

Use this screen to maintain the table that contains all valid account/org combinations for a given project.

You can enter project/account/org combinations into the table through this screen and set them to Inactive.

You can click to populate this screen with existing combinations. This means you can retrieve the exact project/account/organization combinations you would like to see from the table. Any project/account/org combinations entered here are valid as long as the accounts entered against a given project belong to the Project Account Group assigned to that project on the Basic Info tab of the Manage Project User Flow screen.

You normally use the Set Up Account/Organization Links subtask of the Manage Project User Flow screen to initially create information in the Project/Account/Org table. You generally add new project/account/ org combinations in this screen when you have selected the Validate Project Charging By Organizations check box on the Configure Project Settings screen.

You should use this screen after you initially assign the project account group to projects on the Basic Info tab on the Project User Flow. Use this screen only to make modifications to the project/account/org combinations or to set them inactive. You can set up additional project/account/org combinations in this screen, on the Mass Link Projects/Accounts/Organizations screen, or on the Set Up Account/Organization Links subtask of the Manage Project User Flow screen.