Dashboards
Costpoint Dashboards pulls together information you rely on most and present the information graphically and accurately so you can easily analyze the data.
Because dashboard content depends on role-based security, each dashboard is customized to display information specific to a role.
A role-based dashboard has several dashparts. The dashparts can pull data from Costpoint, Costpoint Planning, or Time & Expense. If you are not licensed for Costpoint Planning or Time & Expense, the dashparts that rely on information from these applications will not display on the dashboard.
You can set up which dashparts to display on your dashboard and in what order. You can limit the number of records that you want to display for some dashparts. You can also drill from the dashpart to a screen in Costpoint, Costpoint Planning, or Time & Expense, depending on your security rights. In addition, you can have shortcut links to Costpoint Enterprise Reporting and Costpoint Analytics if access to these applications within Costpoint is configured by your system administrator.
- Related Topics:
- Project Manager Dashboard
Use the Project Manager Dashboard to view high-level information of your projects' financial status, including outstanding accounts receivables, open billing details, and revenue. You can also use this dashboard to review work assignments and invoices lined up for your approval. - Organization Manager Dashboard
Use the Organization Manager Dashboard to view high-level information of your organization's financial status. You can view outstanding accounts receivables, open billing details, revenue, and modifications of the funded and contract values of projects associated with the organizations you have access to. You can also use this dashboard to see information on employees' labor utilization and indirect expenses of accounts linked to your organizations to help you analyze variances between your budgeted and actual utilization and expenses. - Finance Manager Dashboard
Use the Finance Manager Dashboard to view and analyze your organization's financial status in terms of cash balances, outstanding accounts payable (AP) vouchers, journal entries and vouchers that are above the set approval limit, and standard bills that have been posted. You can also use this dashboard to view information on your outstanding accounts receivables (AR) and other transactions that have not been billed yet. - Home Dashboard
Use the Home Dashboard to view actionable data that you access most often, including information on your timesheets, pending tasks, expense reports and authorizations, available leave balances, and outstanding expenses. - How to...
You use the same basic procedures in configuring and interacting with dashboards regardless of the dashboard you view. Unless noted otherwise, these procedures are applicable to all Costpoint dashboards.