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

Dashparts of the Organization Manager Dashboard

Each dashpart on the Organization Manager Dashboard has context-sensitive links related to a Costpoint, Costpoint Planning, or Time & Expense screen. You can use these links to access drill-through applications and view detailed information about your organizations.

The dashparts that require an add-on module, Costpoint Planning, or Time & Expense license are not displayed by default. You have to manually enable these dashparts on the Manage Dashparts dialog box to display them. Alternatively, your system administrator can set up these dashparts to display automatically on the dashboard for you and all the users in your company if your company has the appropriate license.

Aside from configuring the dashparts that display on this dashboard, you can also specify the settings for the dashparts through Manage Dashparts. If you want to limit the data that displays on the dashparts to a specific organization, use Global Settings. For detailed steps and other basic procedures on configuring the dashboards, see the How to links below.

On all dashparts, the following icons are available:

  • : This Help icon is enabled on all dashparts. When you click this icon, Costpoint displays a pop-up window that will give you more information about the data on the dashpart and on the drill-through application that you can access from the dashpart.
  • : This Edit icon is displayed on all dashparts but enabled only for those with editable dashpart settings. When you click this icon, Costpoint displays the Options dialog box, where you can view or change the settings for the specific dashpart.
Attention: System administrators can set up predefined dashboard application layouts, and other custom user specifications, through user interface (UI) profiles. UI profiles can be assigned to users or user groups and are created and defined through the Manage User Interface Profiles screen. For more information on UI profiles and the steps on customizing an application for a UI profile, see the online help for this screen.