Contents of the Dashboard Form
Use the fields and options on the Dashboard form to display a set of charts and tables called dashparts for the currently selected project.
Header Fields
| Field | Description |
|---|---|
| Project search |
Use the field next to the form title to search for and select an existing project to view or edit. If you are working in the Projects hub and you switch from one form in that hub to another, your search information is preserved, and the project you select remains selected. Click the filter drop-down arrow
 on the left side of the search field, and select one of the available search types. The project search types includes standard, legacy, personal (My Searches), and shared searches.
For these searches, a project is considered active if the status of the project-level WBS element is Active. The option that you select on the Project Settings dialog box in the Projects hub determines the order in which the projects display in the list: by name or by number. To change that setting, select Project Settings on the Actions menu in any Projects hub form. If warning conditions exist for any of the projects and
Show Project Warning Indicators is selected on the Project Settings dialog box, a red or yellow warning indicator ( For information about creating and using searches, see the Search Vantagepoint help topics. |
x of
x
|
Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
| + New Project | Click this option to create a new project.
This option is available if your security role has the access rights required for adding records. When you add a new project, Vantagepoint also creates a plan for that project. Depending on how you add the project, you may have an option of copying an existing project plan. If not, Vantagepoint automatically creates a plan for the project using default settings, so you can immediately begin entering planned labor hours and planned expense and consultant amounts. |
|
Click this icon next to the project name to display the Project Structure dialog box.
If the project has a WBS with more than one level or it has a linked promotional project, the dialog box displays the levels and elements in the structure. You can then select another WBS element to display in the Projects hub, or you can edit the project structure. You can also select a WBS element for the linked promotional project, if one exists. If the project currently only has one level in the WBS and no linked promotional project, the Project Structure dialog box gives you options for adding WBS elements at lower levels. Click + Create a New Project Structure to add WBS elements individually using the Edit Project Structure form. To choose WBS elements from a project template, select the template in Use a Project Template and click Use Template. By default, the Project Structure dialog box displays immediately below this icon, and when you select a WBS element, it closes. However, if you are working in the Projects hub and you want the dialog box to remain open after you make a selection so it is readily available for navigating to other WBS elements, drag the dialog box to a different location. It will then remain open while you work, as long as you do not select a different project or leave the Projects hub. |
|
If the project belongs to a billing group, click this icon next to the project name to display the Billing Group dialog box. That dialog box displays the projects in the billing group, along with any lower-level WBS elements, so you can select another project or lower-level WBS element to display in the Projects hub. |
| Project Name and Project Number | When you select a project to view to view or edit, the project's name and number display at the top of the form below the search field.
If you navigate to a lower level work breakdown structure (WBS) element, the number and name of that element and the number and names of the parent elements above it in the WBS are displayed. |
| Last modified date, time, and user | The last modified date, time, and user name display below the record's name to indicate when the record was last modified and who made the modification. Note, however, that in rare cases, the name of a system process (for example, a conversion process related to a product upgrade) may display in place of a specific user name as the source of the last modification. |
| Plan last modified date, time, and user | The last modified date, time, and user name display below the project's name and number to indicate when the project plan was last modified and who made the modification. |
 and
|
Click
to the right of the Summary pane to collapse the pane and expand the main part of the form. When the Summary pane is collapsed, click
to expand and display it.
|
icon to display the Edit Search dialog box. Click
, for example) displays next to them on the list. You can hover over or tap an indicator to display a description of the warning condition.
Actions Bar
Click Actions to select one of these options.
| Field | Description |
|---|---|
| Add Touchpoint | Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record. |
| Add Proposal | Select this option to display the New Proposal dialog box and begin adding a new proposal for the project. |
| Import GovWin IQ Opportunities | Select this option to connect to your GovWin IQ instance and import one or more opportunity records from GovWin IQ as in pursuit projects in Vantagepoint. |
| This option displays if GovWin IQ Integration is enabled on the GovWin IQ form (), and if Vantagepoint is set up to use auto-numbering for project numbers. (If auto-numbering is not implemented for projects, this option is not available. In that case, you can only import opportunities from GovWin IQ one at a time by selecting From GovWin IQ in How to Create Project on the New Project form.) | |
| Project Settings | Select this option to display the Project Settings dialog box. In that dialog box, you can select display options for the project search results list and the project structure. |
Fields and Options
The WBS level you are viewing affects which fields display. To see all available fields, view the form at the highest WBS level.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Show | This field displays
Billing or Cost to indicate whether the amounts represented in the charts and tables are at billing or at cost.
If you select Cost and Billing in Budget Type on the Plan Settings dialog box, both Billing and Cost are available, and you can switch between them. When you switch, the form's grids and charts update to reflect your selection. If your enterprise uses multiple currencies, the currency in use is indicated next to the Show option. The project cost currency is always used when viewing projects, plans, and budgets at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects, plans, and budgets at billing. When you display cost amounts, some information may not display if your security role does not provide access rights to labor cost rates and amounts. |
||||||
| Dashparts | The Dashboard form displays five dashparts. A dashpart is a chart or table that provides visual indicators of your project's key information, enabling you to track how your project is trending and identify any areas that might need attention. At any time, you can substitute a different dashpart for any of those currently displayed.
|
and
