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

Project Access

Costpoint Business Intelligence provides access to budgeting and planning data based on the existing projects (actual projects set up in Costpoint) to which the user is granted access in Costpoint Planning.

When you define a user's access to project data in Costpoint Planning, you can grant or deny access to the whole project tree, or to any individual branch or project ID in the project tree.

Project security applies only to transaction and budget data. It does not apply to the projects themselves or their attributes (project type or project manager, for example). As a result, the following are true:

  • You can create ad hoc queries and reports in Cognos that return master file data for projects to which Costpoint Planning security does not give you access. However, you cannot create queries that return transaction or budget data for those projects.

  • For reports that enable you to select the projects that are included, you can select any projects at any project level. You are not restricted to the projects to which you have access. However, the data on the reports will not include any actual or budget hours or amounts for projects to which you do not have access. (If you do not have access to any of the selected projects, the report displays only No Rows Found.)

    Example: You do not have access to the level 1 project, 1000. You also do not have access to the level 2 project 1000.01, but you do have access to 1000.02. When you generate a Revenue Forecast report, you can generate it at level 1 for project 1000. However, the values rolled up for 1000 will be partial values because they only include data for 1000.02. Data for 1000.01 is excluded because you do not have access to that project.