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

Resource Groups

Use the Resource Groups screen to group resources for different purposes. A Resource Group can be a department, office, division, project.

For example, you might group resources for the following reasons:

  • Define your organization to the system
  • Assign resources to supervisors/administrators
  • Assign/restrict resources to certain charges
  • Provide employee selection criteria for reports and exports

When working with resource groups, note the following:

  • Resources can be members of multiple groups.
  • You can assign supervisors/administrators to multiple groups.
  • You can assign charges to multiple timesheet groups.
  • Groups may or may not have supervisors/administrators assigned.
  • Groups may or may not have charges assigned.
Note:

If the Employee Security feature is turned on for your security role in the Security Roles screen, the resource groups that you can view, update, and delete is based on your functional role rights.

When you add a new resource group, the subtasks are not available until you enter and save information entered in the screen fields.

When you save the resource group, you are given primary supervisory rights over the group.