Current Period (Project Analytics)

Purpose

The selection in Actuals Up Through under Current Period determines the fiscal periods for which Costpoint Analytics uses actual performance data and those for which it uses budget data:

• Costpoint Analytics displays actual performance data for fiscal periods up to and including the period you select.

• Costpoint Analytics displays budget data, if available, for fiscal periods after this period.

• For analytics that display projected cumulative values for future periods, those values represent a combination of actual performance for periods up to and including the current period plus budget amounts for periods following the current period.

This setting applies to all detailed project analytics, with the exception of the AR/DSO Analytics. Costpoint Analytics displays the current period in the top-left corner of all detailed analytics tabs.

This setting also applies to the project summary analytics in Costpoint Analytics - Summary. The summary analytics provide a high-level view of current project performance based on the current period you select here. The current period for project analytics is displayed in the top-left corner of the Summary Dashboard tab.

Before you click Update from Costpoint or Previous Configuration to populate the lists on the Project Analytics Configuration tab, replace the default date in Actuals Up Through with any date that falls in a valid fiscal period in Costpoint. If you do not do this, Costpoint Analytics displays an error during the update process. You can, however, ignore the error and the update process will run successfully.

Employee Analytics

You select a separate current period for employee analytics in Costpoint Analytics – Employee Configuration that applies to both the detailed analytics and the summary Labor Utilization Analytics in Costpoint Analytics – Summary. The two current periods need not be the same.

AR and DSO Analytics

This setting does not apply to the data for the AR/DSO Analytics. The AR current period is the fiscal period in which the current date falls. That period may differ from the fiscal period you select in Current Period.

Initial Configuration

For the initial configuration, select the end date of the latest fiscal period for which complete actual performance data is available in Costpoint. This period need not match the current period in Costpoint.

Ongoing Administration

After each fiscal period ends and complete actual performance data is available in Costpoint, select the end date of that period in Actuals Up Through, set Number of Periods Back to 1, and then continue with the remainder of the data load process so that the actual performance data for that period is available in Costpoint Analytics.