Security: Quick Reference

Standard Security

Security: Key Concepts

Effect of Security on the Analytics

Set Up Security

Update Security

Specify Security Settings in the CostpointAnalyticsOrgSecuritySetup.xlsx File

Project Manager Security

Project Manager Security: Key Concepts

Set Up Project Manager Security

Specify Security Settings in the CostpointAnalyticsPMSecuritySetup.xlsx File

Button

Description

Full Load of User Groups and Users from Costpoint

When you are implementing security, click this button to extract all of the following security information from Costpoint:

• User groups that are set up to provide access to Project Inquiry and Reporting (PI), General Ledger (GL), and Labor (LD)

• Each imported user group’s access to organizations

• Users that are assigned to each imported user group

• Project managers

The Imported Security Worksheets tab displays the extracted information. You then use the Export Worksheet Data to Excel File to copy the security information to a Microsoft Excel file so you can make additions and changes to it before you update the Costpoint Analytics data models with it.

Load Only New User Groups and Users from Costpoint

If you add new user groups or users in Costpoint and you want to update Costpoint Analytics security based on those additions, you can click this button to import only the new security information from Costpoint.

Export Worksheet Data to Excel File

After you use one of the other buttons to extract security information from Costpoint, click this button to export that information to the OrgSecurityExtraction.xls file.