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.

Alternative Methods

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

Account

Enter, or click to select, the account.

Organization

Enter, or click to select, a valid organization.