Filter by Project Attributes
Using the options grouped under Additional Filters, you can filter the data in Revenue Analytics by any combination of the following project attributes:
-
Project Type
-
Project Manager
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Customer
-
Proposals
For each attribute, you can one or more attribute values. For example, if you want to view revenue information for projects with either of two project types, you can select those types in the Project Type list, and the analytics display information only for projects assigned one of those two types.
If you select one or more attribute values and then go to another Costpoint Analytics tab for which those filter options are available, Costpoint Analytics automatically filters those analytics for the same values.
Available Project Attribute Values
The project types, project managers, customers, and proposals for which you can analyze data are determined by the organizations you can access in Costpoint Analytics. The filter lists include only those attribute values that are assigned to one or more projects owned by the organizations to which you have access.
Proposals
Proposals are potential contracts that your firm hopes to win. These contracts are not yet committed or funded, but indicate what work may need to be performed in the future. Proposals are usually budgeted with revenue and cost amounts.
The proposal number and name are loaded as part of the budget or forecast process.
Use the Proposals attribute to select from the following for inclusion in the filter process:
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Projects Only — Select this option to only include Costpoint projects in the filter process.
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Proposals Only — Select this option to only include proposals in the filter process.
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All — This is the default. Select this option to include both projects and proposals in the filter process.
Select Attribute Values
To focus on one or a selected group of project types, project managers, customers, and proposals, select those attribute values in the corresponding filter list. When you do, the analytics display risk information only for projects that have the selected attributes.
For general information about making selections in filter lists, see Filter the Analytics: Overview.
To select a single attribute value...
Click the attribute by which you want to
filter. For example, to filter by project type, click 
.
In the drop-down list, click the attribute
value that you want to apply.
To select multiple attribute values...
Click the attribute by which you want to
filter. For example, to filter by project type, click .
If the attribute values that you want to
apply are listed together, click the first value, hold down the left
mouse button, and drag the mouse pointer over the other values.
If the attribute values that you want are not
listed together, press the CTRL
key as you click each of the values.
If you select only one value for an attribute, Costpoint Analytics displays
that value next to the attribute. If you select more than one value for
an attribute, the selection indicator changes to green: 
.
To display the selected values in that case, click anywhere in the attribute
row.