Costpoint Cloud Information Center

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

Set Up CBI Users in Costpoint

Add users and their username into Costpoint and identify which modules the user should have rights to in Costpoint.

In Costpoint:

  1. Navigate to the Manage Users screen
  2. Click the Authentication tab
  3. In the Authentication Method field, select Active Directory.

    Users will not be able to access Costpoint Analytics or CBI if their Authentication Method is not set to Active Directory.

  4. The Costpoint Login ID must be the same as the user’s Username that was created in Create New User Accounts section of this guide.

    For example, the Costpoint Login ID must be set to 12345.john.smith.

    Populate the Active Directory or Certificate ID field with the user’s username .

  5. Reminder: To provide a user with CBI access, you must give the user or the user group access to the ERCOGNOS (Enterprise Reporting) application.

    You must set up the ERCOGNOS user group.