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

Use this screen to enter combinations, using project/account wildcards for charging by your projects.

If you select the Accounts check box in the Limit group box on the Basic Info tab of the Manage Project User Flow, the project/account combination must exist in the project/account wildcard before the transaction can be used. If the combination does not exist, the transaction cannot be used. If you do not select the Accounts check box, any account in the project account group can charge the project.

You can maintain this table using wildcards. Wildcards not only provide for a quicker initial setup but also ease maintenance when new branches are added to existing projects or accounts. For example, if you enter a project of "1000" as 1000%, this means any lower levels of this project, such as "1000.001" that are added later to Costpoint are automatically included in this table.

In this screen, you can view the combinations to the level you desire or to receive a count on the combinations that have been created. New combinations are not available for use until this screen is saved.

Attention: For more information on project/account/organization validations, please see "Project/Account/Organization Validations."

Use this screen after you have entered your projects and accounts and want to limit which accounts can charge a given project. You must use this screen any time a new project or account has been entered into Costpoint that is not included in the wildcard strings.