Costpoint Online Help

Using the Help Search
Using the Help Search
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AR Over 30 Days Dashpart Settings

Click on the dashpart to review or modify the settings for AR Over 30 Days.

Options

Field Description
Adjust Current Date by 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.
Minimum Amount to Display Enter the 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.
Limit the Number of Projects Displayed on Chart to This field displays 10 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 5 here, only the top 5 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.

If you changed any field value, be sure to click Save to have your changes reflected on the dashpart. Click Close to close the Options dialog box.

You can also modify settings for this dashpart and the other dashparts using the Manage Dashparts dialog box.