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

Link to ACCT/ORGS Subtask

Use this subtask of the Manage Reference Elements screen when the reference number is for an alternate reporting structure, but not for data entry. Use it to map accounts and organizations to alternate hierarchies by assigning them to specific reference elements.

Contents

Field Description
Alternative Methods

There are two other ways to link accounts and organizations to reference elements in Costpoint. You can:

  • Use the Link References/Accounts/Organizations screen.
  • Use the Mass Link References/Accounts/Organizations screen.
Account

Enter, or click to select, the account.

  • If you have not yet specified an organization ID in the Organization field, you can specify any account in this field.
  • If you have specified an organization ID in the Organization field, the only valid accounts are those that are linked to that organization.
Organization

Enter, or click to select, a valid organization.

  • If you have not yet specified an account number in the Account field, this can be any organization.
  • If you have specified an account in the Account field, the only valid organizations are those that are linked to that account.