Costpoint Online Help

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Contents of the Link Projects/Accounts/Organizations Screen

Use the fields and options to configure the Link Projects/Accounts/Organizations screen.

Proj/Acct/Orgs

Field Description
Project

This required field displays a valid user-supplied project. The project entered can indicate that you want to enter a project/account/org combination into the table or modify the status of an existing combination. Before you can add a new combination, the Validate Project Charging By Organizations check box on the Configure Project Settings screen must be selected. If the check box is not selected, you can maintain only the "Active/Inactive" status of an existing combination in this screen.

The initial mapping of organizations to project/account combinations is accomplished on the Basic Info tab of the Manage Project User Flow screen. Using wildcards, the organizations, including the owning org of the project, are combined with the "set" of accounts specified in the Project Account Group, and the combination of the three is created in the Project/Account/Org table. If the Validate Project Charging By Organizations check box on the Configure Project Settings screen is selected, you should use this screen only to create mappings of additional organizations to project/account combinations that were not set up on the Basic Info tab. Alternatively, you can use the Mass Link Projects/Accounts/Organizations screen to create valid combinations using a mass link feature.

If the Validate Project Charging By Organizations check box on the Configure Project Settings screen is not selected, the initial mapping of the owning organization of the project to the "set" of accounts specified by the Project Account Group is still made. No other maintenance of the Project/Account/Org table is required. Costpoint allows for ANY organization to charge the project/account combinations in the Project/Account/Org table.  

is available for this field.

Account

This required field displays a valid user-supplied account number that belongs to the project account group specified on the Basic Info tab of the Manage Project User Flow screen. Only account numbers that belong to the project account group specified on the Basic Info tab of the Manage Project User Flow screen can be entered here.

is available for this field.

Organization

This required field displays a valid user-supplied organization number. You can enter a new project/account/org combination only if the Validate Project Charging By Organizations check box on the Configure Project Settings screen is selected. Otherwise, Costpoint creates combinations of project/account/home org and allows for charging by ANY org to the project/account combinations.  

is available for this field.

Ref 1

This optional field displays a valid user-supplied Reference 1 Number, which can be attached to the project/account/org combination. As you move to the next field, Costpoint validates that this reference number can be charged. This field is for informational purposes only and is not used for project/account/organization validation.  

is available for this field.

Ref 2

This optional field displays a valid user-supplied Reference 2 Number, which can be attached to the project/account/org combination. As you move to the next field, Costpoint validates that this reference number can be charged. This field is for informational purposes only and is not used for project/account/organization validation.  

is available for this field.

Active

This check box is initially selected for all new project/account/org combinations, but can later be cleared (Inactive) for any particular combination. If a project is set to Inactive on the Basic Info tab of the Manage Project User Flow screen, its project/account/org combinations in the Project/Account/Org table is automatically set to Inactive. If this is the case, the project cannot accept any additional charges.

Project Name

This non-editable field displays the description of the project.

Account Name

This non-editable field displays the description of the account.

Organization Name

This non-editable field displays the description of the organization.