Costpoint Online Help

Using the Help Search
Using the Help Search
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Manage Project Organization Mappings

Use this screen to associate an owning organization with a project manager if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

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

In the Manage Project Organization Mappings screen, you can map the same owning organization to different project managers.

Note: If you use quick project templates, the Manage Project Organization Mappings screen is just one of several places from which the owning organization can default for a quick project.

For each quick project template you create on the Manage Project Templates screen, you choose whether the owning organization 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 owning organization.

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

This is an optional configuration screen.

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

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