Use this screen to enter combinations using project/organization wildcards for charging by your projects. If you selected the Which Orgs Can Charge Specific Accts check box on the Basic Info tab of the Manage Project User Flow screen, the project/organization combination must exist in the project/organization wildcards before the transaction can be used. If the combination does not exist, the transaction cannot be used. If you did not select the Which Orgs Can Charge Specific Accts check box on the Basic Info tab of the Manage Project User Flow screen, any organization can charge the project.
You can maintain this table using wildcards. Wildcards not only provide for a quicker initial setup but also ease maintenance when new branches are added to existing projects or organizations. For example, if you enter a project of "1000" as 1000%, this means any lower levels of this project, such as "1000.001," that are added later to Costpoint, are automatically included in this table.
In this screen, you can view the combinations to the level you desire or to receive a count on the combinations that have been created. New combinations are not available for use until this screen is saved.
Use this screen after you have entered your projects and organizations and want to limit which organizations can charge a given project. You must use this screen any time a new project or organization has been entered into Costpoint that is not included in the wildcard strings.
For more information on project/account/organization validations, please see "Project/Account/Organization Validations."
Use this table to enter the project and organizations combinations that you want to validate.
Enter a valid project for which you want to select organizations. You can enter wildcards in this field. For examples of the wildcard feature, click the Entry Options button.
Enter a valid organization that you want to validate for this project. Wildcards can be used in this field.
To receive a count on the number of projects that are included in a given project wildcard string, highlight the table window row, then click the Project Count button. The number of projects that are valid for the organizations on the same row appears in the non-editable window.
To receive a count on the number of organizations that are included in a given organization wildcard string, highlight the table window row, then click the Org Count button. The number of organizations that are valid for the projects on the same row appears in the non-editable window.
Costpoint derives the number of possible combinations by multiplying the project count by the organization count. This value does not display in the non-editable window until you have populated the Project Count and the Org Count fields.
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Subtask |
Description |
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Wildcard Option |
Click this link to see a screen that provides examples for using the wildcard feature. The wildcards are % and _. The % wildcard denotes "any character, any length," while the _ wildcard indicates "any single character." |
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Sample Projects |
Click this link to display the projects for the Project Wildcard String in the highlighted row in the Project Orgs table window. If you leave the starting point field blank, Costpoint displays all the projects in the wildcard string. You can limit the projects that you want to display by entering a starting character string. Costpoint displays the projects that begin with that same string as well as the projects that follow it. Note that this field does not use wildcards or work like a field that uses wildcards. It displays all projects in a given wildcard string beginning with a specified starting point. You can use this functionality to ensure that your project/account wildcard was set up properly. |
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Sample Orgs |
Click this link to display the organizations for the Organization Wildcard String in the highlighted row in the Project Orgs table window. If you leave the starting point field blank, Costpoint displays all the organizations in the wildcard string. You can limit the organizations that you want to display by entering a starting character string. Costpoint displays the organizations that begin with that same string as well as the organizations that follow it. Note that this field does not use wildcards or work like a field that uses wildcards. It displays all organizations in a given wildcard string beginning with a specified starting point. You can use this functionality to ensure that your project/organization wildcard was set up properly. |