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

Model Security

The Materials data model includes Costpoint Organizational Security and Part Security.

Organizational Security

If Organizational security is turned on and set up in Costpoint with security profiles, groups, and users under Admin > Security, then it can be used in the Costpoint Business Intelligence models. To do so, select Yes in the Use CP Organization Security By Module field in Manage BI Settings (BIMCERSETTINGS).

Organizational Security will prevent users from seeing data that is related to unauthorized organizations on any standard or custom reports or dashboards.

Part Security

There is no specific BI setting for Part Security, so if Part security is turned on and set up in Manage Security Groups (PDMSCGRP) in Costpoint, then an unauthorized user will not have visibility into reports or data that contain unauthorized parts.

If the report contains a parent record with unauthorized parts linked to it, such as a build part or requirement on a Manufacturing Order, build part or components on a Bill of Materials, then the entire parent record will not be visible to the user.

If the report contains unauthorized part records, such as a Part List or Stock Status, then those individual Part records will be suppressed from the report.

A warning displays on the prompt page of each report to let users know that Part Security will suppress report records with parts that are not authorized.