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

Indirect Expenses Dashpart

The Indirect Expenses dashpart is a numerical table that displays indirect non-labor expenses for accounts with actual expenses greater than the budgeted expenses. The data on this dashpart comes from Costpoint Planning.

Note: If you do not have access to Costpoint Planning, you will not see this dashpart. If you try to add this dashpart to the dashboard using Manage Dashparts, Costpoint displays a message informing you that you are not licensed for this product.

The dashpart displays the account's actual and budgeted expenses for the current or prior period, the variance between the two, and the variance % value. Actual and budgeted expenses are rolled up to the top-level account. Values enclosed in parentheses or preceded with a minus sign are negative values.

Expense amounts can be based on budgets or outlooks of the organization (Budget Type), as selected on the Options dialog box. You can also set the period type (Period Type) on the Options dialog box, which you can access by clicking . Both the budget type and period are reflected in the dashpart title.

Lines are sorted by Variance in descending order. When lines exceed the dashpart view, use the scroll bar on the right side of the dashpart to scroll through the list.

Accounts that display on the table are only those associated with the organizations you have access to. If you have access to multiple organizations, you can limit the data that displays on this dashpart to only one or a few organizations by clicking the Global Settings link on the Organization Manager Dashboard. On the dialog box that displays, enter an organization ID in Limit Data to Organizations that Start With. After you saved your change, the dashpart displays data for the selected organization and all levels below it.

Drill-Through

In the Account column, click an account link to open the Non-Labor Analysis (CON1,CON2,BON1,BON2,PON1) screen. The following default on the screen:

  • Report Type: Defaults to Variance
  • Cost Type: Defaults to Indirect
  • Fiscal Year: Defaults to the fiscal year of the Period Type selected on the Options dialog box
  • Budget Type: Defaults to the Budget Type selected on the Options dialog box
  • Org ID: Defaults to the organization associated with the account

Depending on your security rights, you can modify these defaults and use this screen to view indirect non-labor costs for the organizations you have access to. To see more details on this screen, click Expand All on the Details subtask.

Security

This dashpart uses the existing security in the EORG_MNGRS table in Costpoint Planning. If you have privileges assigned to multiple organizations as indicated in the table, you will be able to see data for these organizations, including lower-level organizations.