Costpoint Online Help

Contents of the Maintain Account Mapping Screen

Use the fields and options on this screen to maintain system rules for the treatment of G/L accounts.

Depending on the field, you can enter or select which cost type, account type, report type, budget sheet, and major key an account is assigned to.

Note: This screen is only accessible to super administrators.

Contents

Field Description
Filter Enter the required information in this group box to filter what will be displayed in the table below.
Account ID This field displays the account ID.
Account Name This field displays the account name.
Cost Type Use the drop-down list to select from the following options:
  • Direct
  • Indirect
  • Revenue
  • Balance Sheet
Account Type Use the drop-down list to select from the following options:
  • Labor
  • Non Labor
  • Fringe Labor
Budget Sheet Click to select budget sheet to which you want to map the account ID. Options include:
  • Staff Hours
  • Materials
  • Subcontracts
  • Material Handling Other
  • Travel
  • Consulting
  • Other Direct Costs
  • Subcontractor Hours
  • Consultant Hours
  • Staff Escalation
  • Burdened Cost

The above are used as cost categories within reports and subtasks throughout Planning.

New Accounts Select this checkbox to include new accounts.
Unmapped Cost Accounts Select this checkbox to include unmapped cost accounts.
Set to Reviewed Click this button to change the status of the account to Reviewed.