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

Set Up Charge Level Security

Use the Charge Level Security feature to limit the charge information a supervisor sees, depending on his or her security role.

To set up the Charge Level Security Feature, complete the following steps:

  1. Add employees as supervisors. On the UDT01 or UDT02 screen, add the appropriate employees as supervisors on the Supervisors Subtask. Assign the supervisors to the appropriate functional role.
  2. To apply the charge level security, click Time & Expense > Expense > Configuration > Resources > Manage Security Roles.
  3. To update an existing security role or create a new security role with the activated charge level security feature, select the Apply Charge Level Security check box for the appropriate security role.
  4. To verify the security role, click Time & Expense > Expense > Configuration > Resources > Manage Resource Information to verify the security role.
    Note: If necessary, update the Security Role field on the Defaults Subtask screen with the security role from the previous step. Make sure that the appropriate supervisor is assigned to the correct security role.