Costpoint Cloud Information Center

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

Set Up Organization Security

If you wish to, you can also set up security by organization.

Attention: For more information about this process, see the Capture Analytics Security chapter of the Deltek Capture Analytics Administration Guide.

To set up organization security:

  1. Download the DeltekCostpointAnalyticsOrgSecuritySetup.xlsx spreadsheet, which can be found in KB article #89646.
  2. In the spreadsheet, specify the user groups and users.
  3. Select the configuration options that activate Capture Analytics security.
  4. Use a Customer Care service request to request that the spreadsheet be uploaded to your account, and attach the spreadsheet to your request.
Note: In the future, if you need to add or change user groups or users, make changes in the spreadsheet and submit a new Customer Care service request to have it uploaded.