Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Set Up Account/Organization Links Subtask

Use this subtask to set up project/account/organization combinations using wildcard features.

This provides a quick way to link account/organization combinations with a newly created project. Once created, these linkages represent the valid combinations that can be charged on this project.

You can also use this subtask to create combinations individually by selecting highlighted items. Use wildcards to delete links in this screen as well. You must complete this subtask only if the Limit which Orgs can charge specific Accts check box is selected on the main screen.

When you create project/account/organization combinations in this screen, they are automatically saved. You can next go to the Mass Link Projects/Accounts/Organizations screen to review them. You can complete additional mass linkages there. You can also select or de-select individual combinations. Additionally, the Link Projects/Accounts/Organizations screen can provide another alternative to create project/account/organization combinations, though this screen does not have the capability to create en masse.

In all, there are three ways to create or delete project/account/organization combinations. This gives you the flexibility to ensure that only the correct combinations are valid for your projects.

You should assign the account/organization immediately after you enter the project. This subtask is not active until you save the project. If additional account/organizations are required after initial setup, use this screen or the Mass Link Projects/Accounts/Organizations or the Link Projects/Accounts/Organizations screens, depending on your preference. 

Selection

Field Description
Account

Enter, or click to select, a valid account number. When entering account numbers, you must enter the delimiters (dashes) between segments. If you click , only those accounts that have already been included in the project's account group are displayed.

You can enter wildcards in the Account field. The available wildcards are % and _.  Examples of their use are shown in the Options group box.

Organization

Enter, or click to select, a valid organization. When entering the organization, you must enter the delimiters (periods) between segments. If you click , all organizations are displayed.

You can enter wildcards in the Organization field. The available wildcards are % and _. Examples of their use are shown in the Options group box.

Options

The options box on the screen shows the following examples of using the % and _ wildcards:

% = All

%123 = Ends with 123

123% = Begins with 123

%123% = Contains 123

1_3 = Begins with 1 and ends with 3 and is 3 characters long

Note: The % wildcard denotes "any character, any length," while the _ wildcard denotes "any single character."
Field Description
Create Links

Click this button to link the project with the account/organization you highlighted. When the linkage process is complete, a message displays indicating the number of rows or combinations that were created. The account/org combinations must already exist before they can be linked to a project. You can now go to the Mass Link Projects/Accounts/Organizations screen or the Link Projects/Accounts/Organizations screen to review and fine-tune your selections, if necessary.

Delete Links

Click this button to delete the project/account/organizations that you highlighted. When the deletion process is complete, a message is displayed indicating the number of rows or combinations that have been deleted. If you go to the Mass Link Projects/Accounts/Organizations screen or the Link Projects/Accounts/Organizations screen, you will find your selections have been deleted.