Prerequisites for Administrators

This topic provides guidance for administrators on granting access, configuring user roles, and ensuring system requirements are met for all Command Center users.

Before users can access the Command Center, administrators must ensure the following configurations are set up.

System Requirements

On-premises Costpoint users must have Costpoint BI 2025.3 or higher installed (with IBM Cognos Analytics 12.0.4 or higher) and the Customer Authentication Provider (CAP) deployed to use the Command Center. Check the BI version on the lower-right corner of the BI Welcome Screen and the Cognos version in Business Intelligence  > Personal menu > About.

The Command Center is accessible only with the new user interface (UI). Select the Enable New UI by Default checkbox on the Configure System Settings screen to display the new UI for your company. To allow individual users to use the new UI, ensure the following settings on the Manage Users screen are set up:

• Allow user to switch between UI modes: When this checkbox is selected, the user can access the New User Interface setting on the Configure User Preferences screen. This is selected by default.
• New User Interface: Select Yes to enable the new UI for the user. You can also choose Default for Costpoint to sync this setting with the Enable New UI system setting for the company.

General Access

Users can be assigned to multiple roles in the Command Center. To grant users access:

1. Click Admin  > Security > System Security > Manage Users.
2. Search for and select the user account.
3. On the Module Rights subtask, select the CC module.
4. Set Module Rights to Full.

5. On the Assigned User Groups subtask, assign the user to a CER capability group, which grants them access to Cognos.

   Costpoint Essentials Capability Groups:

   User Group	User Group Name
   STD_BI_ADMIN	BI Capability - Admin
   STD_BI_BASIC_AUTHOR	BI Capability - Basic Author
   STD_BI_CONSUMER	BI Capability - Consumer

   Costpoint Advanced Capability Groups (Take note of the double underscore):

   User Group	User Group Name
   CER__ADMIN	CER Cloud Administrator
   CER__ADV	CER Advanced User
   CER__ADV_LITE	CER Advanced Lite
   CER__CONSUMER	CER Consumer
   CER__DEV	CER Developer
   CER__USER	CER User

6. Assign the user to a user group for Command Center. Take note of the double underscore.

   User Group	User Group Name
   CC__PROJ_ANALYST	Command Center Project Analyst
   CC__ACCOUNTANT	Command Center Accountant

7. Click Save.

Note: Users with Command Center access in Costpoint 2025.3 are automatically added to the new CC__PROJ_ANALYST user group upon upgrade to Costpoint 2025.4, ensuring continued access to the Project Analyst dashboard tabs.

Project Analyst Dashboard Prerequisites

To ensure Project Analyst dashboard tabs display data correctly, you must verify:

• Users are assigned the correct project roles using the Manage Project Roles screen.
• The Project Classification of top-level projects on the Basic Info tab of the Manage Project User Flow screen is set to Direct, Inter-Company, or Inter-Co Multi. This ensures users can view data on the Project Overview and Billing dashboard tabs.
• The Active checkbox is selected for top-level projects on the Basic Info tab of the Manage Project User Flow screen.