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

Delegation Configuration Checklist

You can configure delegation options and settings in accordance with your company's delegation requirements.

The table below describes the options and settings available to you.

Screen/Field Setting Functionality
Configure General Settings/Restrict Delegation Selected Restrict functional role to delegate to only one other functional role.
Configure General Settings/Restrict Delegation Unselected Allow any functional role to delegate to any other functional role.
Manage Security Roles/Allow Delegation Selected Allow employees with this security role to delegate tasks to other employees.
Manage Security Roles/Allow Delegation Unselected Employees with this security role cannot delegate tasks to other employees.
Manage Functional Roles/Allow Delegation Selected Allows employees to delegate this functional role's tasks to other employees.
Manage Functional Roles/Allow Delegation Unselected Employees cannot delegate this functional role's tasks to other employees.
Manage Functional Roles/Functional Role Lookup Disabled Field will be disabled if Allow Delegation check box is not selected.
Manage Functional Roles/Functional Role Lookup No selection made This functional role can delegate to any employee that is set up as a "Supervisor" in the selected employee group.
Manage Functional Roles/Functional Role Lookup Selection made This functional role can delegate only to an employee in the employee group that belongs to this selected functional role and is set up as a "Supervisor."