Costpoint Essentials Online Help

For Administrators

Use this section to set up Command Center access and ensure users can view the appropriate dashboards.

Administrator Setup for Command Center Access

Enabling the New UI

The Command Center is accessible only with the new UI. There are several ways to enable it for users:

  • To display the new UI for all users in your company, select the Enable New UI by Default checkbox on the Configure System Settings screen.
  • To enable the new UI for specific users, select Yes for the New User Interface field on the User Interface tab of the Manage Users screen.
  • To allow individual users to switch between UIs, select the Allow user to switch between UI modes checkbox on the User Interface tab of the Manage Users screen. This displays the New User Interface setting on the Configure User Preferences screen for the user.

Granting User 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 BI 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 and Reporting Setup

To ensure dashboards and metrics display correctly in the Command Center, you must:

  • Assign the user to the appropriate project role using the Manage Project Roles screen.
    Note: Make sure that the BI checkbox on the Manage Functional Roles screen is selected for the functional role assigned to the user.
  • Verify that 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 allows users to view data on the Project Overview and Billing dashboard tabs.
  • Check that the Active checkbox is selected for top-level projects on the Basic Info tab of the Manage Project User Flow screen
  • On the Manage Current Reporting Period screen, set the Update Mode to MANUAL rather than AUTO and enter the desired fiscal year, period, and subperiod. Advance it manually over time to update dashboards with the correct timeframe. This is recommended so dashboards display data for the intended fiscal year and reporting period.