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 Manage Functional Roles Screen

Use the fields and options to configure the Manage Functional Roles screen.

Table Window

System-defined functional roles automatically display when you first open this screen. You can also add new roles by clicking New.

Field Description
Role Code

Enter a role code.

There are several Costpoint-defined functional role codes that display automatically in this field. You cannot modify or delete these system codes.

For user-defined codes, you will not be able to delete a code that has the T&E, BI, CRM & Contracts, and/or Subcontractor Management checkbox selected even if that code has not yet been used in any Costpoint application.

Description Enter a description for new role codes. For existing codes, you can modify this field for both user- and system-defined role codes.
T&E

If your version of Time & Expense is co-deployed with Costpoint, select this checkbox to make this role code available for use in applications in the Time & Expense domain. Any roles with this checkbox selected will be displayed on the Functional Roles screen in Time & Expense.

If you are using stand-alone Time & Expense deployments, this checkbox will not affect any of your settings in Functional Roles.

BI Select this checkbox to give the role secured access to project data in packages that have project-level security, such as Project Reporting, Projects Analysis, and Accounts Receivable packages.
CRM & Contracts Select this checkbox to make this role code available for use on screens in the CRM & Contracts domain.
Subcontractor Management Select this checkbox to make this role code available for use on screens in the Subcontractor Management module in the Projects domain.
Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.
Note: If you clear a checkbox for a role that has already been used in a record, that role may no longer display on the respective Roles screen or may be visible but disabled, but the record where it was used will not be affected. For example, if you clear the CRM & Contracts checkbox for a role that was used in Manage Opportunities, that role will display on the Manage Contract Management Roles screen, but no checkboxes will be selected on the Manage Contract Management Roles screen and the opportunity record will not be affected.