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This bar chart displays the actual profit trends for the current period and displays budget or forecast profit amounts for future periods. You can select to view profit as an amount or margin and over a specific time period or year-to-date (YTD). These options give you the ability to accurately assess the different aspects of profit for your entire firm or for individual organizations. By default, the summarized data displayed on this chart is for all Organizations, Project Types, Project Managers, Customers, and Projects. When you select attributes, the chart refreshes with the filtered data. |
In this topicUser Options That Affect the Chart |
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Chart Item |
Description |
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Horizontal axis: timeframe |
The horizontal axis displays the fiscal periods included in the analysis period. |
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Vertical axis: current value |
The vertical axis displays the current value for the profit that you are viewing. |
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Chart Item |
Description |
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Bars: Profit or Gross Profit |
The chart displays the profit or gross profit trends for the analysis period. The amounts or margin display as filled bars, and projected budget for future months displays as clear bars. For descriptions of the sources of the data used in profit, see Data Sources. |
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Symbols: Baseline Budget or Forecast |
The baseline budget or forecast trends for the analysis period display as a black square on each bar on the chart. For descriptions of the sources of the data used in profit, see Data Sources. |
You can display profit or gross profit as either amounts or as margin percentages.
To indicate which you want, select Amount or Margin in the upper-left corner of the Profit tab:
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The selected option turns green, and the pertinent information on the charts and tables updates to reflect your selection.
There are two ways to view profit: Period and Year-To-Date (YTD). The type of chart impacts the data that displays on the charts.
Period is data for the current analysis period, while YTD provides a cumulative, rolling perspective within a given year. For example, February = January + February, March = January + February + March, and so on.
Profit defaults to YTD when used initially, but you can switch the chart type at any time.
To switch the type of chart...
Locate the chart type options. 
Click Period or YTD. The selected option's button turns green, and the pertinent information on the charts and tables updates to reflect your selection.
The following options on the User Options tab affect this chart:
Budget Type
Org or Reorg
Org View
Profit Type
For descriptions of how each option affects Profit Analytics, see User Options That Affect Profit.
Click 
at the top right of the chart
to display the chart at its maximum size. Click 
to restore the chart to its original size and location on the tab.
To focus the chart on a particular set of data points, click and drag the mouse pointer over the chart so that all of those data points are included in the green selection area. 
Illustration
To focus the chart on a more restricted analysis period, do either of the following:
Specify the analysis period using the analysis period bars at the top of the tab. Illustration
Click and drag the mouse pointer over the chart so that the green selection area touches only the bars for the fiscal periods you want to include. Illustration
To see the profit amount as of a specific fiscal period, position the mouse pointer over the symbol of the profit's trend line with the vertical grid line for the timeframe. When you do, Costpoint Analytics displays the profit amounts in a small box for the Month/Year and Baseline.
Click 
to send the data underlying
the chart to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the chart.
Email the chart.
Export chart data to a CSV file.
Attach a note to the chart.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.
