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

Contents of the User Maintenance Screen

Use the fields and options to configure the User Maintenance screen.

This screen is only accessible to administrators.

Contents

Field Description
User ID This column displays the user ID.
User Name This column displays the corresponding descriptive names for the user IDs in the User ID column.
Employee ID This field displays the Employee ID.
Active Select this checkbox to indicate that the employee is active and should be counted against an active license. Clear the checkbox if the employee is no longer active and you want to free that license seat.

Unless you are using the Cloud version of Costpoint Planning, if Active is selected, the number of currently active users is compared to the number allowed by your licensing, when you save the record.

For non-Cloud customers, a warning message displays for the user when the license is within thirty days of its expiration date, or when the license has expired and the user attempts to logon.

Administrator Select this checkbox to allow access to all budgets even if they are not shared. Only the administrator can delete or change the owner of the New Business Budget.
License Type Use this drop-down menu to assign available license type to a user, which includes the following:
  • None
  • Full: This license provides access to all modules within the Planning Domain.
Security Org ID Use this setting to assign users access to a specific Security Org ID within Costpoint Planning.

By default, every user listed in the table is granted access to all levels of the Org structure. This is true even if the field is blank and does not display All as the value.

To limit access to a specific Org ID within Costpoint Planning, select the user and click   to select the Org ID. The level you choose gives the user access to that level and all levels below it.

Note: Org security for Costpoint Planning is separate from and unrelated to Costpoint Org security.
Home Org ID Click to select the Home Org ID. This field reflects the organization to which the user's costs resolve.