Costpoint Help

How to...

You use the same basic procedures in configuring and interacting with dashboards regardless of the dashboard you view. Unless noted otherwise, these procedures are applicable to all Costpoint dashboards.


Manage Dashparts

Use the Manage Dashparts dialog box to configure what you want to view on a dashboard.

Global Settings

Use the Global Settings to filter data based on one buyer/vendor or buyers/vendors within a range of buyer/vendor groups.

Sort Columns in a Table

Use the column headings to select the sort order of column entries in a table.

Copy Data to Microsoft Excel

You can copy data from a table to Microsoft Excel.

Limit Data on the Dashboard to Specific Organizations

Use Global Settings to limit the data that displays on the dashboard to data for just one or a few organizations.


Parent Topic:

Buyer Dashboard