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

Projects Over x% Funding Dashpart Settings

Click on the dashpart to review or modify the settings for Projects Over x% Funding.

Options

Field Description
Rate Type This field displays the rate type and defaults to Target. Select Actual from the drop-down list to display actual revenue amounts on the dashpart.
Display Projects Approaching funding %

This field displays the percentage by which revenue amount is approaching the funded amount. This defaults to 80%, but you can select a different percentage from the drop-down list. Valid values are from 40% to 95%, in increments of 5%.

The value you select on this field displays on the dashpart title on the Reports tab (for example, when you select 50%, the title displays Projects Over 50% Funding).

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 to the top "x" projects that meet the Approaching funding % value. For example, if you enter 5 here, only the top five projects with revenue approaching the specified funding percentage will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read.
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 those projects with at least "x" funded amount. For example, if you enter 2,000 here, only projects with at least $2,000 funded amount and meet the Approaching funding % value will be displayed on the dashpart.

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.