Use this screen to enter combinations, using project/account wildcards for charging by your projects. If you select the Accounts check box in the Limit group box on the Basic Info tab of the Manage Project User Flow, the project/account combination must exist in the project/account wildcard before the transaction can be used. If the combination does not exist, the transaction cannot be used. If you do not select the Accounts check box, any account in the project account group 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 accounts. 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.
For more information on project/account/organization validations, please see "Project/Account/Organization Validations."
Use this screen after you have entered your projects and accounts and want to limit which accounts can charge a given project. You must use this screen any time a new project or account has been entered into Costpoint that is not included in the wildcard strings.
Use the table window to enter the project and accounts combinations that you want to validate.
Enter a valid project for which you want to select accounts. You can enter wildcards in this field. For examples of the wildcard feature, click the Entry Options button.
Enter a valid account that you want to validate for this project. Wildcards can be used in this field.
This field displays a count on the number of projects that are included in a given project wildcard string.
This field displays a count on the number of accounts that are included in a given account wildcard string.
Costpoint derives the number of possible combinations by multiplying the Project Count by the Account Count.
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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 button to display the projects for the Project Wildcard String in the highlighted row in the Project Accts 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 Accounts |
Click this button to display the accounts for the Account Wildcard String in the highlighted row in the Project Accts table window. If you leave the starting point field blank, Costpoint displays all the accounts in the wildcard string. You can limit the accounts that you want to display by entering a starting character string. Costpoint displays the accounts that begin with that same string as well as the accounts that follow it. Note that this field does not use wildcards or work like a field that uses wildcards. It displays all accounts 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. |