Click 
on the Costpoint Analytics toolbar.
The Summary Analytics provide a consolidated view of the current performance of your organizations as reflected in key analytic areas. For each analytic area, the Summary Analytics display performance indicators that enable you to quickly evaluate current performance against budget or against prior performance. The Summary Analytics use color in the charts and tables to call your attention to cautionary or urgent alert situations. If your review of the summary data for an analytic area suggests the need for more detailed analysis, click the name of the analytic area to go to the corresponding detailed analytics. |
In this topicSummary Analytics and Detail Analytics |
The Summary Dashboard tab contains summary analytics for the following:
Pipeline (if Capture Analytics is installed)
The Summary Dashboard tab provides a quick, high-level view of the current performance of your firm or of the parts of the firm for which you are responsible. However, you have only limited options for interacting with the summary analytics. For each of these summary analytic areas, Costpoint Analytics or Capture Analytics provide a corresponding detailed analytics tab that you use to review and analyze performance in more detail.
To go from the Summary Dashboard tab to the corresponding detailed analytics tab, click the label for that area. For example, to go to the detailed analytics for profit, click Profit to go to Costpoint Analytics - Projects and then click the Profit tab. To return from a detailed analytics tab to the Summary Dashboard tab, select Summary Dashboard in the navigation box in the upper-left corner of the detailed analytics tab, and click Go.
When you go from the Summary Dashboard tab to a detailed analytics tab, the options you selected on either the Summary Dashboard tab or the User Options tab are also applied to the detailed analytics so the default view of the detail is consistent with the summary data. Note, however, that if you select different options as you work with the detailed analytics and then return to the Summary Dashboard tab, the options you selected during your detailed analysis are not applied to the summary data on the Summary Dashboard tab.
The only exception to this is the Pipeline analytics. In that case, the option to view pipeline by detail or grouped stage and the pipeline amount option are carried into the Current Pipeline Analytics, but the organization filter is not.
The focus of the project and employee data that the Summary Analytics present is on your firm's performance as of the current fiscal period in Costpoint Analytics. Normally, that period is the latest fiscal period for which complete actual performance data is available in Costpoint. Thus, the current period in Costpoint Analytics may not match the current period in Costpoint. The Costpoint Analytics system administrator sets the current period.
Firms often want to load labor utilization data into Costpoint Analytics on a different schedule than they load project data. To accommodate that, Costpoint Analytics maintains a separate current period for labor utilization. The current period for the project analytics (Revenue, Profit, Backlog, and Projects at Risk) is displayed in the upper-left corner of the Summary Dashboard tab. The current period for Labor Utilization is displayed in the Labor Utilization summary analytic area.
So that you can tell how current the summary data is, the Summary Dashboard tab displays the dates and times that data was last loaded from Costpoint.
Firms often want to load labor utilization data into Costpoint Analytics on a different schedule than they load project data. To accommodate that, Costpoint Analytics maintains the last update date and time separately for labor utilization. The date and time for the project analytics is displayed in the lower-right corner of the Summary Dashboard tab. The date and time for Labor Utilization is displayed in the Labor Utilization summary analytic area.
On the Summary Dashboard tab, use the Year, Quarter, and Period options to change the analysis period for the summary data from the current fiscal year to the current quarter or to the current fiscal period alone.
This analysis period also applies to the prior year amounts displayed in the tables. For example, if you select Quarter to view quarter-to-date performance through the current period, most of the analytic areas display quarter-to-date performance for the corresponding quarter in the previous year.
To view data for an analysis period other than these, go to the detailed analytics, which offer many more options.
Note: The Year, Quarter, and Period options do not apply to all of the summary analytics:
Backlog data is always project inception to date, rather than year or quarter to date.
The AR amounts are always as of the current date, and the DSO value is always as of the end of the period displayed in Current Period.
Risk data is always as of the end of the current fiscal period, so the data in the Projects at Risk table is the same no matter which option you select.
The current pipeline amounts in the Pipeline summary analytics are always as of the latest date that GovWin Capture Management data was loaded into the Capture Analytics data model, so the data in the Pipeline table is the same no matter which analysis period option you select.
By default, the amounts shown or graphed are consolidated amounts for all of the organizations to which you are given access in Costpoint Analytics or Capture Analytics security. Use the Owning Org list to filter the analytics if you want to focus on specific organizations:
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.
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 so you can filter the analytics by reorganization, the organization access set up for your user group also determines your access to 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.
For more information on filtering the analytics by organization or reorganization, see Filter by Organization or Reorganization. For more information on selecting the option to filter by reorganization on the User Options tab, see Summary Analytics: User Options.
By default, GovWin Capture Management does not require entry of an organization for opportunities. As a result, all opportunities may not be linked to an organization. This in turn affects the display of the Pipeline summary analytics on the Summary Dashboard tab:
If Capture Analytics security gives you access to opportunities for all organizations, the Pipeline summary analytics, if you have not applied an organization filter, include opportunities that are not assigned to an organization. Once you select specific organizations in the Owning Org list, opportunities without an organization are excluded along with opportunities for the other unselected organizations.
If Capture Analytics security gives you access only to a specific set of organizations, the Pipeline summary analytics will always exclude opportunities that are not assigned to any organization.
The actual performance data for all summary analytics except the Pipeline analytics is loaded from Costpoint. The budget and forecast data is loaded from a set of separate budget files. Pipeline data is loaded from GovWin Capture Management.
For some analytic areas, the Summary Dashboard tab displays projected year-end or quarter-end amounts. Those values are calculated using a combination of actual performance data (for fiscal periods prior to and including the current period) and budget or forecast data (for the remaining periods in the year or quarter).
The data on the Summary Dashboard tab does not include proposals. If your firm has loaded proposal data, go to the detailed Revenue, Profit, and Backlog Analytics if you want to include proposal data in your analysis.
Your access to the summary data is controlled by tab security and organization security settings. Using those settings, your system administrator can do the following:
Grant or deny access to the Summary Dashboard tab as a whole.
Grant or deny access to individual summary analytic areas and to the detail analytics tabs that are linked to them. If you do not have access to profit data, for example, the Summary Dashboard tab does not display the Profit analytics, and if you go to Costpoint Analytics - Projects, the Profit tab is not visible.
Specify the organizations for which you can view data.
Grant or deny access to labor cost information. If you do not have access to labor cost information, you cannot display summary labor utilization rates based on labor cost.
If your system administrator implements Costpoint Analytics – Project security for you based on project manager rather than organization, you may not be able to use Costpoint Analytics - Summary, either to review summary data or as a way to go to the detailed analytics. The same may be true if your access to Capture Analytics is based on an alternate security field rather than on opportunity organization.
Though the Summary Dashboard tab is not an analysis tool, you do have some options for modifying your view of the summary data:
Some options apply only to one analytic area. Those options display at the top of that analytic area on the Summary Dashboard tab. For example, in the Backlog area, you can elect to view either contract backlog or funded backlog amounts.
The Profit and Gross Profit options enable you to analyze profit or gross profit. Though they are displayed with the Profit analytics, these options also affect the Projects at Risk analytics if that table contains data for a profit-based risk reason.
The following options, which apply to more than one analytic area, are available on the User Options tab:
Budget Type — You can compare actual performance to the baseline budget or to the current forecast (budget revision).
Org or Reorg — You can view summarized data for the organizations to which you have access or for the reorganizations that you select.
In many cases, when you select one of these options, labels on the Summary Dashboard tab change to reflect that selection.
To see a list of the selections currently applied to the analytics, do either of the following:
Click on the Costpoint Analytics toolbar.
Right-click anywhere outside of an analytic area and click Selections on the shortcut menu.
When you go from the Summary Dashboard tab to a detailed analytics tab, the options you selected on either the Summary Dashboard tab or the User Options tab are also applied to the detailed analytics so the default view of the detail is consistent with the summary data. Note, however, that if you select different options as you work with the detailed analytics and then return to the Summary Dashboard tab, the options you selected during your detailed analysis are not applied to the summary data on the Summary Dashboard tab.
The only exception to this is the Pipeline analytics. In that case, the option to view pipeline by detail or grouped stage and the pipeline amount option are carried into the Current Pipeline Analytics, but the organization filter is not.