Use Costpoint Analytics – Employee Configuration to specify the configuration settings you want. Click 
periodically to save your work.
Click Save Settings for Employee Analytics Data Model Build.
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Configuration settings determine a number of important Costpoint Analytics characteristics. They also affect what data is loaded from Costpoint. Generally, once you select the initial configuration settings, you only need to change those settings if you decide that your original selection is not what you want or, in some cases, if data changes in Costpoint. Costpoint Analytics includes two configuration applications, one for Costpoint Analytics – Project, and a second one for Costpoint Analytics – Employee. Costpoint Analytics – Summary is affected by both sets of configuration settings. Setting up security is another important part of implementing Costpoint Analytics. Except for activating security and selecting a user authentication method, specifying security settings is done outside of the Costpoint Analytics configuration applications. For information on setting up security, see Security: Key Concepts and related topics. Note: If your firm plans to implement CFO Dashboards, which is automatically installed along with Costpoint Analytics, some of the Capture Analytics configuration options described in this guide also apply to CFO Dashboards. Refer to the Deltek Costpoint Analytics CFO Dashboards Administration Guide for more information. |
In this topicProcedure: Specify Configuration Options for Costpoint Analytics - Employees Configuration Settings: Costpoint Analytics - Employees Security for Costpoint Analytics Configuration
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To specify Costpoint Analytics – Employee configuration settings, complete the following steps:
On the server on which you installed Costpoint Analytics, go to the <installation location>\Analytics\Admin folder.
Costpoint Analytics SaaS: If you have a Costpoint Analytics SaaS Subscription, Deltek Customer Care provided a System Config URL and login credentials when your system was initially activated that provide direct access to the Costpoint Analytics configuration applications.
Run CpA_System_Config_Employees.qvw to open Costpoint Analytics – Employee Configuration.
Under Current Period, replace the default date in Actuals Up Through with any date that falls in a valid fiscal period in Costpoint.
Click Update from Costpoint or Previous Configuration.
Costpoint Analytics imports data from Costpoint that you need in order to specify configuration settings (the list of accounts, for example). When this process is completed, you receive a message that confirms that the Costpoint data has been imported into Costpoint Analytics – Employee Configuration.
Use Costpoint Analytics – Employee Configuration to specify the configuration settings you want. Click periodically to save your work.
Click Save Settings for Employee Analytics Data Model Build.
When this process is completed, Costpoint Analytics displays a message that confirms that the settings have been updated.
If you have unsaved entries, click to save them in CpA_System_Config_Employees.qvw.
on the toolbar to save the current configuration settings before you run the data load process. If you do not do both, the data load may not use the most current configuration settings.When you have saved the settings in Costpoint Analytics – Project Configuration and in Costpoint Analytics – Employee Configuration, you are ready to run the process to update the data models and load data.
Before you load project data into Costpoint Analytics the first time, you set the configuration settings listed in the table below for Costpoint Analytics – Employee.
Note: To make it easier to locate information about a setting, they are listed below in alphabetical order, and that is the sequence in which the related topics appear in the Contents pane. The settings appear on the Costpoint Analytics – Employee Configuration tab itself in a different order. However, while some settings are related, in most cases you are not required to actually specify the settings in a particular sequence.
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Setting |
Description |
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Budget/Target for Labor Utilization |
Use the Budget/Target for Labor Utilization options to indicate if you want to compare actual labor utilization rates to budget rates, to target rates, to both, or to neither. More... |
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Calendar vs. Fiscal Period |
Use the Calendar vs. Fiscal Period options to indicate if you want fiscal periods labeled by month or by period number in Costpoint Analytics – Employee. More... |
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Current Period |
Use the Current Period list to select the latest fiscal period for which you want to load actual project performance data from Costpoint into Costpoint Analytics – Employee and Costpoint Analytics – Summary. More... |
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Define Direct Labor and Leave |
Use the Define Direct Labor and Leave options and list to specify either the accounts or project classifications and project types associated with direct labor and leave. More... |
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Employee User Defined Fields |
Use the Employee User Defined Fields list to select the additional fields from Costpoint that you want to make available as filter options, cycle options, or table columns in Costpoint Analytics – Employee. More... |
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Historical Data Load |
For the initial data load process, use the Historical Data Load field to indicate the number of historical fiscal periods for which you want to load actual employee data into Costpoint Analytics – Employee and Costpoint Analytics – Summary. More... |
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Include in Labor Utilization |
Use the Include in Labor Utilization options to indicate if you want to include cost-only pay types or bonuses in the calculation of labor utilization rates. More... |
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Labor Utilization Tolerances |
Use the Labor Utilization Tolerances fields to specify the actual-to-budget variance percentages that trigger alerts in the Labor Utilization Analytics. More... |
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Reorg Selection |
Use the Reorg Selection list to select the Costpoint reorganizations that you want to be available for selection in Costpoint Analytics – Employee. More... |
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Security |
Use the Security options to indicate if you want Costpoint Analytics – Employee to authenticate users and apply organization security to control access to data. More... |
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Single Sign On |
Use the Single Sign On options to indicate if you want Costpoint Analytics – Employee to authenticate users based on their network user IDs or require them to enter user IDs and passwords. More... |
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Security Type |
Use the Security Type options to indicate if you want to base organization security on employee home organizations or on employee security organizations. More... |
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Use Historic Assignments for Period Data |
Use the Use Historic Assignments for Period Data options to indicate if you want Costpoint Analytics to associate labor data with home organizations, general labor categories (GLCs), and detail job titles based on employees’ current assignments or based on the employees’ home organizations, GLCs, and detail job titles in effect when individual historical labor transactions were generated. (This option only affects the analytics if you display them using the Period option. YTD data is always based on current assignments.) More... |
After the implementation is complete and you make Costpoint Analytics generally available to users, changes to configuration settings should be minimal.
In most cases, if you make a configuration change, you can implement that change by running Full_CpA_Data_Load.bat to do a full load of Costpoint data based on the new configuration.
If you load data for a range of fiscal periods and later decide you no longer want some of those periods in Costpoint Analytics, doing a full load of data that excludes those periods does not eliminate them. For example, suppose you initially loaded data for all periods in 2012 through 2016. Later you decide to remove the 2012 data. If you run the load process starting with 2013, Costpoint Analytics does not remove the 2012 data.
To remove data for fiscal periods, complete the following steps:
In Windows Explorer, open the <installation location>\Analytics\QVDs\Raw folder.
Delete all of the .QVD files in that folder.
Open the <installation location>\Analytics\QVDs\Transform folder.
Delete all of the .QVD files in that folder.
For both Costpoint Analytics – Project and Costpoint Analytics – Employee, set the Current Period and Historical Data Load configuration options based on the fiscal periods that you want to make available in Costpoint Analytics.
Make any other configuration changes that you want.
Run the Full_CpA_Data_Load.bat file to do a full data load.
Costpoint Analytics provides no internal security for the configuration applications and related files. Be sure that only the appropriate persons have access to the network folders in which you installed Costpoint Analytics.