Select Data Options for the Pipeline Dashpart

Update the Pipeline dashpart by using the projects search filter, dimension type, and time frame drop-down lists. Filter projects using standard searches (All, Active, and Mine) or custom searches. Select dimensional and time frame data to plot x and y coordinates.

Estimated and weighted fee amounts for the selected projects are included on the Pipeline dashpart.

To select the filter and coordinates for the Pipeline dashpart:

  1. In the Navigation pane, select My Stuff > Dashboards.
  2. On the Dashboard form, open a dashboard with a Pipeline dashpart in the Navigation pane.
  3. On the Pipeline dashpart, select an option from one or more of the following drop-down lists:
    OptionDescription
    Projects search filter Click on the far left drop-down to select a search filter from the drop-down list to filter the projects that are included in the pipeline. Select either one of the standard filters (All, Active, or Mine), use a previously saved custom search, or click Custom to create a new custom search that you can save for future use.
    Dimension Type (x axis) Click on the middle drop-down list to plot the dimension by which you analyze the pipeline fees for the projects. Select a dimension option that you want to use for the vertical axis, such as By Month, By Type, By Organization, or another dimension.
    Time Frame (y axis) Click on the second from the right drop-down list to plot the time frame for the fee amounts that are related to the projects.
    Currency Click on the right-most drop-down list to change the currency for the dashpart if Vantagepoint is configured with multiple currencies.
  4. Save your work.