Filter by Project

Use the Projects list to filter the contents of Revenue Analytics by project. When you display the analytics initially, it displays revenue data for all of the projects owned by organizations to which you have access.

List Options

Initially, the list contains top-level project names.

Click in the upper right corner of the list to cycle between the list of top-level project names and top-level IDs, to the list of revenue-level project names and revenue-level project IDs.

Available Projects

The projects for which you can analyze data are determined by the organizations to which you are given access in Costpoint Analytics. The filter list includes only active projects (Direct, Inter-Company, and Inter-Co Multi) owned by the organizations to which you have access. (The list could include a currently inactive project if that project was inactivated at some point in the analysis period. However, it would not be included in any data for fiscal periods in which it was inactive.)

The contents of the Projects list also depend upon your other selections on the tab. The list only includes projects for which all of the following are true:

• The project is owned by one of the selected organizations.

• The project's attributes (project type, project manager, and customer) satisfy the filters selected under Additional Filters.

As you apply other filter options, Costpoint Analytics updates the Projects list so that projects excluded from the analytics by the filters have a gray background and projects that are included by the filters have a white background. In addition, all of the included projects move to the top of the Project list to make it easier for you to review them and select those that you want to focus on.

Select Projects

To focus on one project or a selected group of projects, select those projects in the Projects list. When you do, the analytics display revenue information only for the selected projects.

If you select a top-level project, all revenue-level projects under it are included in the analytics data.

If you select one or more projects and then go to another Costpoint Analytics tab for which the project filter option is available, Costpoint Analytics automatically filters those analytics for the same projects.

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