Deltek Vantagepoint Help

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Pipeline System Dashpart

The Pipeline dashpart is a system dashpart that provides a summary of fees for the projects in your pipeline represented as a chart. For each dimension value on the vertical axis, the chart displays estimated and weighted fees in separate bars.

You can use searches to select the projects that are included, and you can specify the vertical axis dimension and the time frame. If your firm uses multiple currencies, you can also select the currency in which you want to display pipeline amounts.

Pipeline Calculation

To determine each project's contribution to pipeline fees, Vantagepoint spreads the fees for each project evenly across the period from that project's start date to its end date to determine per-day fee. It then uses the project start and end dates to determine the number of days each project will contribute fees during the Pipeline chart time frame, and multiplies that number of days by the per-day fee amounts to determine that project's contribution to the fees shown in the chart.

Example: The number of days between the start and end dates for Project ABC is 300 days, and the estimated fee for the project is 3,000,000. Based on that information, Vantagepoint calculates a per-day fee amount of 10,000 (3,000,000 total fee / 300 days). You select Next 6 Months as the time frame for the Pipeline chart. Vantagepoint uses the start and end dates for Project ABC to determine that the project would contribute fees for 120 of the days in that six month time frame. As a result, Project ABC's pipeline fee contribution for that time frame is 1,200,000 (120 days x 10,000 fee per day).

A project's contribution to weighted fee for the Pipeline chart is calculated in exactly the same way, once the weighted fee is calculated (Estimated fee x Probability).

Because a start, an end date, and an estimated fee amount are required for the calculation of pipeline fee amounts, the chart excludes projects that do not have all three of those values.

Contents

Toolbar

Field Description
Search Filter The search filter is the first option from the left on the dashpart toolbar. Select All to display all projects (both active and inactive) on the chart, select Active to include only projects with the Active status, or select Mine to display only projects with which you are associated as a team member.

To apply a custom search filter, select one of the saved custom searches listed below the standard search filters, or select Custom to create a new custom search. In the Custom Search dialog box, you can select search values for selected fields in the records.

Dimension The dimension field is located on the right of the search filter on the dashpart toolbar. Click the currently selected dimension to change the dimension by which pipeline fee is broken down on the vertical axis (for example, by probability, primary client, market, stage, and so on).

The dimension selections include all standard and custom fields for projects that have a lookup list or drop-down list of values. In addition, a By Month option enables you to display a month-by-month breakdown of fees for the time frame you select for the chart.

Time frame The time frame field is located on the right of the dimension field on the dashpart toolbar. Click the currently selected time frame to display a drop-down menu with other time frame options that you can select to change the overall period of time represented on the chart.

The fee bars on the chart represent the total estimated or weighted fee for the selected time frame. For example, if you select Next 6 Months (Projected), each bar represents the estimated or weighted fee for that group of projects for the next six months, starting on the current date.

Currency The currency field displays on the right of the time frame field on the dashpart toolbar when your firm uses multiple currencies. Click the currently selected currency to display the drop-down menu where other currency options are available.

Chart Components

Field Description
Vertical axis values The vertical axis of the chart displays the values for the dimension that you select in the dimension field of the toolbar. Estimated fee and weighted fee bars display for each dimension value. If no pipeline fee exists for a dimension value, that value does not display on the axis.
Horizontal axis values The horizontal axis of the chart displays the scale of fee amounts.
Weighted fee bars Each weighted fee bar represents the sum of weighted fees for that group of projects for the time frame. Hover over the bar to display the weighted fee amount and the number of projects contributing to that amount.

Weighted fee for a project = Estimated fee x Probability.

If your firm uses multiple currencies, project weighted fee amounts are converted to a single presentation currency for the Pipeline chart, based on currency configuration in Vantagepoint and using today's date as the exchange date. The initial default currency for the chart is the functional currency for your home company. Use the currency field on the toolbar if you want to display the chart using a different currency.

Vantagepoint spreads the weighted fee amount for each project evenly across the period from that project's start date to its end date to determine per-day weighted fee. It then uses the project start and end dates to determine the number of days each project will contribute fee during the Pipeline chart time frame, and multiplies that number of days by the per-day weighted fee amounts to determine that project's contribution to the weighted fee shown in the chart.

Estimated fee bars Each estimated fee bar represents the sum of estimated fees for that group of projects for the time frame. Hover over the bar to display the estimated fee amount and the number of projects contributing to that amount.

If your firm uses multiple currencies, project estimated fee amounts are converted to a single presentation currency for the Pipeline chart, based on currency configuration in Vantagepoint and using today's date as the exchange date. The initial default currency for the chart is the functional currency for your home company. Use the currency field on the toolbar if you want to display the chart using a different currency.

Vantagepoint spreads the estimated fee amount for each project evenly across the period from that project's start date to its end date to determine per-day estimated fee. It then uses the project start and end dates to determine the number of days each project will contribute fees during the Pipeline chart time frame, and multiplies that number of days by the per-day estimated fee amounts to determine that project's contribution to the estimated fee shown in the chart.