Use the User Options tab to specify the general data options you want to apply to the Summary Analytics.
These options are the same as the corresponding options available on the User Options tab for the detailed analytics.
Use the options under Budget Type to specify the budget data to which you want to compare actual performance:
Baseline Budget — Select this option to compare actual performance to the baseline budget.
Forecast — Select this option to compare actual performance to the current forecast (budget revision).
Use the options under Org or Reorg to indicate if you want to view data based on the organization structure or based on a reorganization:
Org — Select this option to view summarized data for all of the owning organizations to which you have access.
Reorg — Select this option to view summarized data for one or more reorganizations. After you select Reorg, click Reorg Selection to display a list of the available reorganizations, and select the one you want. (You can also select the reorganizations on the Summary Dashboard tab.)
For the project analytics, the data is displayed based on owning organization. For the Labor Utilization Analytics, the data is displayed based on employee home organizations or security organizations, depending on how Costpoint Analytics is configured. For the Pipeline analytics, the data is displayed based on opportunity organization.
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.