Make Changes to Dashpart Parameters

You can view or make changes to the parameters used on the dashparts of the Finance Manager Dashboard.

In the dashpart table windows, enter the desired value in the field (parameter) you want to modify, and click .

Note: Do not click Ok in the table window if you want to save your changes. Doing so closes the table window and also removes the dashpart on the Reports tab.

AP Over 30 Days

Use this table window to view and/or modify the parameters used for the AP Over 30 Days dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Aging date adjustment days	This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the AP Over 30 Days dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date. For example, if the due date is 10/10/2016 and you enter -60 in this field, Costpoint adjusts the date to 8/11/2016, and the voucher will fall in a different aging bucket on the AP Over 30 Days dashpart. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to 0. If you need to edit this field, enter values between -9,999 and 9,999 to avoid getting an error.
Maximum number of Vendors to display	This field displays 25 by default, but you can modify it. Use this field to limit the number of vendors that display on the dashpart based on the highest AP balances. For example, if you enter 15 here, only the top 15 vendors with the highest AP balance amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read.
Minimum amount to display	This field displays 1,000 by default, but you can modify it. Use this field to limit the number of vendors that display on the dashpart to vendors with at least "x" AP balance amount. For example, if you enter 2,000 here, only vendors with at least $2,000 AP balance amount will be displayed on the dashpart.

AP Current

Use this table window to view and/or modify the parameters used for the AP Current dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Aging date adjustment days	This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the AP Current dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date, and the voucher may no longer fall on the current (0-30 days) aging range. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to 0. If you need to edit this field, enter values between -9,999 and 9,999 to avoid getting an error.
Maximum number of Vendors to display	This field displays 25 by default, but you can modify it. Use this field to limit the number of vendors that display on the dashpart based on the highest AP balances. For example, if you enter 15 here, only the top 15 vendors with the highest AP balance amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read.
Minimum amount to display	This field displays 1,000 by default, but you can modify it. Use this field to limit the number of vendors that display on the dashpart to vendors with at least "x" AP balance amount. For example, if you enter 2,000 here, only vendors with at least $2,000 AP balance amount will be displayed on the dashpart.

AR Over 30 Days

Use this table window to view and/or modify the parameters used for the AR Over 30 Days dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Aging date adjustment days	This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the AR Over 30 Days dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date. For example, if the invoice due date is 10/10/2016 and you enter -60 in this field, Costpoint adjusts the date to 8/11/2016, and the invoice will fall in a different aging bucket on the AR Over 30 Days dashpart. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to 0. If you need to edit this field, enter values between -9,999 and 9,999 to avoid getting an error.
Maximum number of Projects to display	This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest AR balances. For example, if you enter 15 here, only the top 15 projects with the highest AR balance amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read.
Minimum amount to display	This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" AR balance amount. For example, if you enter 2,000 here, only projects with at least $2,000 AR balance amount will be displayed on the dashpart.

AR Current

Use this table window to view and/or modify the parameters used for the AR Current dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Aging date adjustment days	This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the AR Current dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date, and the invoice may no longer fall on the current (0-30 days) aging range. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to 0. If you need to edit this field, enter values between -9,999 and 9,999 to avoid getting an error.
Maximum number of Projects to display	This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest AR balances. For example, if you enter 15 here, only the top 15 projects with the highest AR balance amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read.
Minimum amount to display	This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" AR balance amount. For example, if you enter 2,000 here, only projects with at least $2,000 AR balance amount will be displayed on the dashpart.

Open Billing Over 30 Days

Use this table window to view and/or modify the parameters used for the Open Billing Over 30 Days dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Aging date adjustment days	This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the Open Billing Over 30 Days dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date. For example, if the subperiod ending date is 10/10/2015 and you enter 365 in this field, Costpoint adjusts the date to 10/10/2016, and the transaction will fall in a different aging bucket on the Open Billing Over 30 Days dashpart. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to 0. If you need to edit this field, enter values between -9,999 and 9,999 to avoid getting an error.
Maximum number of Projects to display	This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest open billing detail amount. For example, if you enter 15 here, only the top 15 projects with the highest open billing detail amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read.
Minimum amount to display	This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" open billing detail amount. For example, if you enter 2,000 here, only projects with at least $2,000 open billing detail amount will be displayed on the dashpart.

Current Open Billing

Use this table window to view and/or modify the parameters used for the Current Open Billing dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Aging date adjustment days	This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the Current Open Billing dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date, and the transaction may no longer fall on the current (0-30 days) aging range. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to 0. If you need to edit this field, enter values between -9,999 and 9,999 to avoid getting an error.
Maximum number of Projects to display	This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest open billing detail amount. For example, if you enter 15 here, only the top 15 projects with the highest open billing detail amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read.
Minimum amount to display	This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" open billing detail amount. For example, if you enter 2,000 here, only projects with at least $2,000 open billing detail amount will be displayed on the dashpart.

Cash Balances

Use this table window to view and/or modify the parameters used for the Cash Balances dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Account Level	Enter the account level for which you want to view cash balances. The default value in this field is 2. You must enter at least 1 in this field.
Period Type	Select Current or Prior from the drop-down list to view cash balances in the current or prior period. Current is selected by default.

JE's Over Approval Limit

Use this table window to view and/or modify the parameters used for the JE's Over Approval Limit dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Period Type	Select Current or Prior from the drop-down list to view posted journal entries in the current or prior period. Current is selected by default.
JE Type	Select the journal entry type to display on the dashpart. Valid options are: AJE (adjusting journal entry) MJE (multi-job allocation journal entry) PJE (project transfer journal entry) REV (reversal adjusting journal entry) RJE (recurring journal entry) RRV (reversal recurring journal entry) AJE is selected by default.

My Links

Use this table window to view and/or modify the parameters used for the My Links dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it. This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it.
Sort By	Select how Costpoint displays the links on the dashpart. Valid options are: Menu Seq No: Select this option to display the My Menu applications based on the sequence specified on the Configure User Preferences screen. Menu Title: This option is selected by default. Keep it selected to display the My Menu applications based on the menu title specified on the Configure User Preferences screen.

Posted Invoices

Use this table window to view and/or modify the parameters used for the Posted Invoices dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Minimum amount to display	This field displays 1,000 by default, but you can modify it. Use this field to limit the number of customers that display on the dashpart to customers with at least "x" posted standard invoice amount. For example, if you enter 2,000 here, only customers with at least $2,000 posted standard invoice amount will be displayed on the dashpart.
Period Type	Select Current or Prior from the drop-down list to view posted standard invoices in the current or prior period. Current is selected by default.

Voucher Over Limit

Use this table window to view and/or modify the parameters used for the Voucher Over Limit dashpart.

Field	Description
Parameter ID	This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default.
Parameter Description	This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter.
Period Type	Select Current or Prior from the drop-down list to view vouchers that exceed the established approval limit in the current or prior period. Current is selected by default.