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

Mass Link Reorganizations/Organizations

Use this screen to link reorganizations and base organizations. You can create the links in groups, expediting the process.

Before you can link them, both the reorganization and the organization must already exist in Costpoint.

You can link a reorganization to any number of organizations, and you can link an organization to any number reorganizations. However, you should link a single organization to only one reorganization in a given reorganization structure. Otherwise, reports generated by reorganization could contain duplicate data. When you link reorganizations and organizations, be careful that you do not duplicate organizations inappropriately.

When you generate a report by reorganization, Costpoint includes all accounts connected to the organizations that you linked to the reorganization.

Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.
Note: The organizational security that applies when you generate a report by reorganization is determined by the base organization. It is possible to set up reorganizations that link to base organizations to which you do not have access, but the reports will not include information for organizations to which you do not have access rights.

Alternative Methods

There are two other ways to link reorganizations and organizations in Costpoint. You can:

  • Use the Link Reorganizations to Orgs subtask of the Manage Reorganization Elements screen.
  • Use the Link Reorganizations/Organizations screen.