Filter by Organization or Reorganization

Use the Owning Org list to filter the contents of the analytics by owning organization. When you display the analytics initially, they display projects at risk data for all of the organizations to which you have access.

If you select Reorg on the User Options tab, the Owning Org list on the Projects at Risk tab changes to the Owning Reorg list. Use that list to filter the contents of the analytics by reorganization. For more information on selecting the option to filter by reorganization on the User Options tab, see Organization or Reorganization.

Whether you filter by organization or by reorganization, Costpoint Analytics includes projects in Projects at Risk Analytics based on their owning organization.

If you select one or more organizations or reorganizations and then go to another tab, Costpoint Analytics automatically filters those analytics for the same organizations or reorganizations.

List Options

You can view organizations at any level of the organization structure (for example, a list of organizations at the lowest organization level).

To change your view, click one or more times until the list for the level you want is displayed.

The list for an organization level contains all organizations at that level. The same list options are available for reorganizations if you choose to filter by reorganization.

Available Organizations and Reorganizations

The organization access that your system administrator sets up for your Costpoint Analytics user role determines the organizations for which you can view analytic information:

If you select the Reorg option on the User Options tab, you can filter the analytics by reorganization rather than by organization. Costpoint Analytics may not include all of the reorganizations to which you have access in Costpoint. Your system administrator selects the reorganizations available in Costpoint Analytics as part of the configuration process.

The organization access set up for your Costpoint Analytics user role determines your access to the reorganizations that are brought into Costpoint Analytics:

Select Organizations or Reorganizations

To focus on one organization or a selected group of organizations, select those organizations in Owning Org. When you do, the analytics display risk information only for projects owned by the selected owning organizations.

If you are analyzing data by reorganization rather than by organization, select the reorganizations on which you want to focus in Owning Reorg.

For general information about making selections in filter lists, see Filter the Analytics: Overview.

To select a single organization or reorganization...

  1. Click one or more times to display the level of the organization or reorganization.

  2. Click the organization or reorganization.

To select multiple organizations or reorganizations...

  1. Click one or more times to display the level of the organization or reorganization.

  2. If the organizations or reorganizations are listed together, click the first organization or reorganization, hold down the left mouse button, and drag the mouse pointer over the other organizations or reorganizations. If they are not listed together, press the CTRL key as you click each of the organizations or reorganizations.

Clear Selections

To clear individual selections...

  1. Click one or more times to display the level of the organization or reorganization.

  2. Press the CTRL key as you click the selection.

  3. Click Clear.

  4. Repeat steps 1 – 3 for each selection you want to clear.

To clear all selections...

  1. Right-click anywhere in the list.

  2. Click Clear on the shortcut menu.