|
The Top Projects table displays an overview of the top project's details. This is a blended view that is broken down by various attributes that you select. Typically, the top projects are those that are the most profitable performers. The Top Projects table displays an overview of the details for the projects that are the top performers within a set of established criteria. For example, if you want to review a forecast of the year's top ten projects by revenue, you can specify the filter criteria to display these projects over the desired time period. The start and end date for the analysis period displays as part of the caption, and updates as you change dates. The default view for this chart is your entry level organization. You can click and drag any number of organizations from the Organization Hierarchy section to include multiple organizations in the comparison. You can also select from other attributes, including the Project Type, Project Manager, and Customer. The chart continues to update as you add and remove attributes to compare. |
In this topicUser Options That Affect This Chart |
By default, the top projects table is minimized at the bottom of the analytic:
To display it, double-click Top Projects, or right-click Top Projects and select either Restore or Maximize on the pop-up menu.
The following data displays on this table: [REWRITE IF KEEPING]
|
Table Item |
Description |
|
Organization View |
By default, the table displays the revenue information by top-level organization, but you have the option to display the distribution by any of the following:
See Change the Analyzed Attribute for more information. |
|
Projects |
By default, the table displays the revenue information by top-level project, but you have the option to filter the Project column by any of the following:
See Change the Top-level Project Name View for more information. |
|
Blended Actual Amount or Blended Gross Profit Amount |
The information that displays (profit or gross profit) depends on the Profit Type setting in User Options. If a time frame beyond the current period is selected, projections in this column also include the baseline or forecast data. This depends on the Budget Type setting in User Options. This column sorts in descending order by Organization Level, Project Type, Project Manager, and Customer if the Chart Type is set to Amount. |
|
Blended Profit Margin |
The information that displays (profit or gross margin) depends on the Profit Type setting in User Options. If a time frame beyond the current period is selected, projections in this column also include the baseline or forecast data. This depends on the Budget Type setting in User Options. This column sorts in descending order by Organization Level, Project Type, Project Manager, and Customer if the Chart Type is set to Amount. |
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...
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
Organization View
Profit type
For descriptions of how each option affects Profit Analytics, see User Options That Affect Revenue.
By default, the Top Projects table displays the revenue information by top-level organization, but you have the option to display the distribution by any of the following:
Any organization level
Project type
Project manager
Customer
To change the view, do either of the following:
Right-click 
and select the view you want.
Or
Click one or more times to cycle through the views until the one you want is displayed.
If you apply dashboard filters before you change the view, the table only displays items that satisfy those filters. For example, if you select two project managers in the Project Manager list under Other Attributes, and then use to display by Project Type, the table only displays the variance for the two project manager by project type.
By default, the Top Projects table displays the revenue information by top-level project, but you have the option to filter the Project column by any of the following:
Revenue Project Name
Top-level Project ID - Name
Revenue Project ID - Name
To change the view, do either of the following:
Right-click and select the view you want.
Or
Click one or more times to cycle through the views until the one you want is displayed.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table 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 so that all of those data points are included in the green selection area. Illustration
To focus the chart on one period of revenue information, do either of the following:
Select the organization in the Orgs list. Illustration
Click and drag the mouse pointer over the chart legend so that the green selection area touches only the organizations you want. 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 fiscal period labels below the horizontal axis so that the green selection area touches only the fiscal periods you want. Illustration
If you use any of the above actions to change the chart, Costpoint Analytics applies the same changes, as appropriate, to all other analytic objects.
To see the revenue amount as of a specific fiscal period, position the mouse pointer over the symbol of the revenue's trend line with the vertical grid line for the timeframe. When you do, Costpoint Analytics displays the revenue amounts in a small box for the Month/Year and Baseline. Illustration
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.