Revenue Chart

The Revenue bar chart on the Projects tab displays project revenue by period for the current fiscal year.

Period and YTD Options

If you select the Period option, each bar in the chart represents the revenue for that period.

If you select the YTD option, each bar represents the year-to-date revenue as of the end of that period.

Position the mouse pointer over a bar to display the actual revenue amount.

Current and Prior Amounts

The current revenue amount and the prior revenue amount display above the chart.

• If you select the Period option, the current amount is the revenue for the latest period in the current fiscal year, and the prior amount is the revenue for the previous period in the current fiscal year.
• If you select the YTD option, the current amount is the YTD revenue as of the end of the latest period in the current fiscal year, and the prior amount is the YTD revenue as of the end of the same period in the prior fiscal year.

Filters Options

Use the filter lists on the left side of the dashboard to focus the chart on...

• Revenue for a specific company (if your firm has multiple companies in Costpoint)
• Revenue associated with one or more specific organization codes. Use the icon at the top of the Org filter list to display organization codes for all levels of the organization structure or only the organization codes for a specific level.