Linked Content Files
The Content Management System (CMS) Integration feature allows you to link content files located in a third-party management system to a Costpoint product suite record.
For example, you can link a scanned PDF of a vendor invoice to the Costpoint accounts payable voucher record it was used to generate. You can also link other content, such as engineering drawings or video work instructions, to an assembly part or routing record in Costpoint.
Before you can use this feature, you must:
- On the Costpoint Web Configuration utility, define the connection between the product and a third-party CMS. For more information, download the Deltek Costpoint Configuration Utility Technical Guide from Product Downloads in the Deltek Customer Care Center.
- On the Manage Content Types screen in System Administration, specify the types of electronic content (typically documents) that you want to link from a third-party CMS to a Costpoint data record.
- On the Manage Application/Content Links screen in System Administration, specify which types of content can be linked to a specific Costpoint application and result set.
To link a content file to an application result set, open that application and click
on the toolbar.
does not display in a particular application unless you set up the application for linking in the Manage Application/Content Links screen.
When you click
, the Linked Content Files screen displays. Use this screen to create, maintain, view, or delete a link between a specific content file stored in a Content Management System (CMS) and a specific Costpoint database record.
Links created in one application/result set for the specific content type are visible in other applications if both applications have defined linking rules to the same content type.