Revenue Overview

There are two ways to view revenue: 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...

1. Locate the chart type options.  

2. 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.

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.

Select Analysis Period

The timeframe selection bar displays at the top of the dashboard and is segmented by year, quarter, and months. This information is further broken down by period.   

Timeframe selections that are made for one dashboard are applied to all other active dashboards.

Years

The number of years that display depends on the global system configuration settings.  Typically, it will be between 2 and 5 years, with a mix of historical and future years.

By default, the current year is selected when you view a dashboard.

Quarters

The number of quarters that display is static: Q1, Q2, Q3, and Q4.  For non-calendar fiscal years, any period beyond twelve is included in Q4.

Periods

The number of periods that display depends on the global system configuration setting and the data that is loaded.  If it is based on the calendar year, then 12 periods display with a description of each month (for example, Jan, Feb, Mar, etc.).  If there are 13 or more periods, then the periods are represented numerically (i.e. 1, 2, 3, etc.).

To conduct a global search...

1. Enter the Organization Name or ID, Project Name or ID, Project Type, or Project Manager Name for which you want to search. The dashboard searches for matching records as you enter each letter within the search.
2. Select a record from the search results. The dashboard displays the record's information.

To select a single attribute value...

1. Click the attribute by which you want to filter. For example, to filter by project type, click .

2. In the drop-down list, click the attribute value that you want to apply.

To select multiple attribute values...

1. Click the attribute by which you want to filter. For example, to filter by project type, click .

2. If the attribute values that you want to apply are listed together, click the first value, hold down the left mouse button, and drag the mouse pointer over the other values.

If the attribute values that you want are not listed together, press the CTRL key as you click each of the values.

If you select only one value for an attribute, Costpoint Analytics displays that value next to the attribute. If you select more than one value for an attribute, the selection indicator changes to green: . To display the selected values in that case, click anywhere in the attribute row.