Specify the Analysis Period

The Profit Analytics display data for projects during your current accounting period, with trending over the current year and the most recent prior year.

You can use the controls across the top of the tab to change the analysis periods reflected in the analytics.

If you make selections, Costpoint Analytics changes the horizontal axis of the charts to match those selections.

If you select an analysis period on the Profit tab and then go to another tab, Costpoint Analytics automatically selects the same analysis period for those analytics.

Available Fiscal Periods

Your system administrator specifies both the current fiscal period and the number of prior fiscal periods for which data is available. The future fiscal periods for which data is available are the periods for which your administrator loads budget data into Costpoint Analytics. Administrators commonly set up Costpoint Analytics to provide access to two to five years of data.

Analyze Data for Fiscal Years

To select one fiscal year, click that year.

To select more than one year, do either of the following:

  • Click the first year, hold down the mouse button, and drag the mouse pointer over the other years.

  • Click the first year, and then press CTRL as you click each of the other years.

Analyze Data for Selected Fiscal Quarters

  1. Select the fiscal year or years.

  2. To select one quarter, click that quarter.

To select more than one quarter, do either of the following:

  • Click the first quarter, hold down the mouse button, and drag the mouse pointer over the other quarters.

  • Click the first quarter, and then press CTRL as you click each of the other quarters.

Note: If you have more than 12 fiscal periods, each of the first three quarters contains 3 periods, and the fourth quarter contains the remaining periods.

Analyze Data for Selected Fiscal Periods

  1. Select the fiscal year or years.

  2. To select one fiscal period, click that period.

To select more than one period, do either of the following:

  • Click the first period, hold down the mouse button, and drag the mouse pointer over the other periods.

  • Click the first period, and then press CTRL as you click each of the other periods.