Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Executive Dashboard

The Executive Dashboard shows important operational metrics that are useful to senior management.

The Executive Dashboard includes:
  • Pipeline and Backlog - This area shows information about the number of opportunities and their corresponding values as well as funding and contract backlogs.
  • Project Revenue, Expenses, and Profit - The information in these areas are categorized by owning organization and by project manager. The project revenue, expenses, and profit against budget by project or project type are also displayed.
  • A/R and DSO - This area shows the outstanding accounts receivable and day sales outstanding by organization and by customer.
  • Expense Analysis - This area shows information such as expenses by project classification and top expense type categories.
  • Labor Analysis - This area displays labor hours and amount by project class and organization as well as by project classification.

Users in the CER__EXEC_SECURE user group has exclusive access to the Executive Dashboard.

Data on the Executive Dashboard come from multiple packages including Project Reporting, Contracts, Accounts Receivable, and General Ledger. If one of the packages is not used, for example, Contracts, the dashboard may not display data.