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

Business Unit/Org Links Subtask

Use this subtask to link business units and organizations.

Query an existing record or add a new record on the main screen of Manage Opportunity Business Units to display this subtask. You can link multiple organizations to a single business unit, but you cannot link a single organization to multiple business units. If you try to link an organization that is already linked to a business unit, Costpoint displays an error message.

Only organizations that belong to the company of the logged-in user can be linked to a business unit.

Another way to link business units and organizations in Costpoint is through the Link Organizations subtask (also on the Manage Opportunity Business Units screen). With the Link Organizations subtask, you can use wildcard characters to link the business unit to multiple organizations simultaneously.

Table Window

Use this table window to add or view business unit/organization combinations. Click New to add a new line.

Field Description
Organization If you are adding business unit/organization combinations, enter, or click to select, the organization you want to link to the business unit.
Org Name This field displays the name of the selected organization.
Org Abbrev This field displays the abbreviation of the selected organization.