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.

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.

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:

Location

Reorganizations

Reorganization, Reorganization Name

This table window displays a list of all reorganizations. Select the reorganizations that you want to link to organizations. You can use Query to display a more restricted list of reorganizations.

To select a reorganization, click in the blank column at the beginning of the table row for that reorganization. To select more than one, press the CTRL key while you click the blank column for each reorganization row.

Organizations

Organization, Organization Name

This table window displays all organizations. Select the organizations that you want to link to the selected reference numbers. You can use Query to display a more restricted list of organizations.

Selected Reorganizations/Organizations

Select

Click this button to link the selected reorganizations and organizations. After you begin this process, your computer is unavailable to you for other tasks until it is completed. Note that this process can take some time to complete.

Linking reorganizations to organizations is a time-intensive process, especially if you have selected a number of organizations. Also, the Selected Reorganizations/Organizations table window only holds 1,000 rows. If the number of reorganization/organization links created reaches 1000, no additional links are created.

Table Window

Reorganization, Reorganization Name, Organization, Organization Name

This table window displays the links created when you click the Select button. If the process creates a combination that you do not want, select that row and delete it.