Use Costpoint Analytics – Project Configuration to specify the configuration settings you want. Click 
periodically to save your work.
Click Save Settings for Project Analytics Data Model Build.
|
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 - Project Configuration Settings: Costpoint Analytics - Project Security for Costpoint Analytics Configuration
|
To specify Costpoint Analytics – Projects 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_Projects.qvw to open Costpoint Analytics – Project 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 cost pools, for example). When this process is completed, you receive a message that confirms that the Costpoint data has been imported into Costpoint Analytics – Projects Configuration.
Use Costpoint Analytics – Project Configuration to specify the configuration settings you want. Click periodically to save your work.
Click Save Settings for Project 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_Projects.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 – Project.
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 – Project 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.
|
Setting |
Description |
|
Accessibility of First Period |
Use the Accessibility of First Period options to indicate if you want the data for the earliest fiscal period that you load into Costpoint Analytics to be displayed. More... |
|
AR Aging Dates |
Use the options under AR Aging Dates to specify the dates that are used to calculate the age of invoice balances for the AR and DSO Analytics. More... |
|
AR Aging Ranges |
Use the AR Aging Ranges table to specify up to five ranges you want to use to age receivables for the AR and DSO Analytics. More... |
|
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 – Project. More... |
|
Cost of Money |
Use the Cost of Money options to indicate if you want to include cost of money as a cost in the calculation of gross profit. More... |
|
Cost Pools |
Use the Cost Pools list to select the cost pools you want to include in the calculation of gross profit for Profit Analytics and Projects at Risk Analytics. More... |
|
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 – Project and Costpoint Analytics – Summary. More... |
|
DSO Calculation |
Use the DSO Calculation options to specify how days sales outstanding (DSO) values are calculated for the AR and DSO Analytics. More... |
|
Historical Data Load |
For the initial project data load process, use the Historical Data Load field to indicate the number of historical fiscal periods for which you want to load actual performance data into Costpoint Analytics – Project. More... |
|
Project User Defined Fields |
Use the Project 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 – Project. More... |
|
Reorg Selection |
Use the Reorg Selection list to select the Costpoint reorganizations that you want to be available for selection in Costpoint Analytics – Project and Costpoint Analytics – Summary. More... |
|
Revenue Type for All Analytics |
Use the Revenue Type for All Analytics options to indicate how you want to calculate revenue for Costpoint Analytics. You have the option to use either actual or target rates. More... |
|
Risk Reasons to Track |
Use the Risk Reasons to Track list to select the risk reasons that you want to track in the Projects at Risk Analytics. More... |
|
Risk Reason Tolerances |
Use the Risk Reason Tolerances list to specify the tolerance percentages for each of the risk reasons. More... |
|
Security |
Use the Security options to indicate if you want Costpoint Analytics – Project and Costpoint Analytics – Summary to authenticate users and apply organization security to control access to data. More... |
|
Single Sign On |
Use the Single Sign On options to indicate if you want Costpoint Analytics – Project and Costpoint Analytics – Summary to authenticate users based on their network user IDs or require them to enter user IDs and passwords. More... |
|
Tolerances |
Use the Tolerances fields to specify the actual-to-budget variance percentages that trigger alerts in the following analytics, both detailed and summary:
|
|
Unbilled Detail |
Use the Unbilled Detail setting to indicate if you want to load unbilled transaction data from the Print Unbilled Analysis Report (RPT_UNBILLED_RSN) table into the Costpoint Analytics data model. 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.