Use the Owning Org list to filter the contents of the analytics by organization. When you display the analytics initially, they display summary data for all of the organizations to which you have access.
If you select Reorg on the User Options tab, the list 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 Summary Analytics: User Options.
Whether you filter by organization or by reorganization, Costpoint Analytics includes data in the analytics as follows:
For the project analytics, your selection filters the data based on project owning organization.
For the Labor Utilization analytics, your selections filter the data based on employee home organization.
For the Pipeline analytics, your selections filter the data based on opportunity organization.
Because project analytics, Labor Utilization analytics, and Pipeline analytics each display data based on different organizations, the list of organizations in Owning Org includes the owning organizations, the home organizations, and the opportunity organizations to which you have access.
If you have access to an organization from GovWin Capture Management for which there is no equivalent organization in Costpoint, and you select that organization, the summary analytics for Costpoint Analytics do not display data. In the same way, if you select a Costpoint organization for which there is no equivalent organization in GovWin Capture Management, the summary analytics for Pipeline do not display data.
If you select one or more organizations or reorganizations and then go to a detailed analytics tab, the detailed analytics are automatically filtered for the same organizations or reorganizations.
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.
The organization access that your system administrator sets up for your user group determines the organizations for which you can view analytic information:
The Owning Org list does not include organizations to which you do not have access.
Summarized amounts for higher-level organizations only include amounts for the organizations to which you have access. As a result, summary amounts for an organization may be partial amounts if you do not have access to all lower-level organizations below it in the organization hierarchy.
If you select the Reorg option on the User Options tab, you can filter the analytics by reorganization rather than by organization. The available reorganizations may not include all of those 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 user group determines your access to the reorganizations:
The Owning Reorg list does not include reorganizations to which you do not have access.
You do not have access to a reorganization if you do not have access to any of the organizations mapped to that reorganization.
You have access to a reorganization if you have access to at least one organization mapped to that reorganization. However, summary amounts for a reorganization may be partial amounts if you do not have access to all organizations mapped to that reorganization.
Summarized amounts for higher-level reorganizations only include amounts for the reorganizations to which you have access. As a result, summary amounts for a reorganization may be partial amounts if you do not have access to all lower levels.
To focus on one organization or a selected group of organizations, select those organizations in Owning Org. When you do, the analytics display summary information for the selected organizations.
If you are analyzing data by reorganization rather than by organization, select the reorganizations on which you want to focus in Owning Reorg.
Click one or more times to display the level of the organization or reorganization.
Click the organization or reorganization.
Click one or more times to display the level of the organization or reorganization.
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.
Click one or more times to display the level of the organization or reorganization.
Press the CTRL key as you click the selection.
Click Clear.
Repeat steps 1 – 3 for each selection you
want to clear.
Right-click anywhere in the list.
Click Clear on the shortcut menu.