Deltek Vantagepoint Help

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Predefined Dashparts

Use predefined dashparts as a baseline for dashparts that you need to create.

Predefined dashparts are table or chart dashparts that you can use when creating dashboards and dashparts in Dashboard Designer. You can edit a predefined dashpart and use it as a starting point or baseline for a dashpart. You can add or remove columns, and change the column order and dashpart base as you would normally do for a table dashpart.

If your company uses multiple currencies, edit the chart or table dashparts and define a presentation currency for the dashpart to correctly display.

Dashboard Designer provides the following predefined or pre-made dashparts:

Field Description
AR Aging Use this predefined dashpart based on a favorite report to display Accounts Receivable and AR Aged totals. This dashpart is available if:
  • You are a new Vantagepoint client. This predefined dashpart is not available for clients that migrated from other Deltek products.
  • The Accounting application is activated.
This predefined dashpart displays a column chart with the following information:
  • Outstanding AR (Current)
  • Outstanding AR (31-60)
  • Outstanding AR (61-90)
  • Outstanding AR (91-120)
  • Outstanding AR (Over 121)
  • Total Outstanding AR
  • Average Age of Receivables
Utilization Use this predefined dashpart to display YTD direct labor/total labor for hours grouped by labor category. This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients that migrated from other Deltek products.
  • The Accounting application is activated.
Key Financial Metrics Use this predefined favorite report dashpart to view key financial metrics for your firm. This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients that migrated from other Deltek products.
  • The Accounting application is activated.
This predefined dashpart displays the following columns:
  • YTD Profit
  • YTD Revenue
  • Total Outstanding AR
  • Total Unbilled
  • YTD Profit %
  • JTD EWffective Multipler
  • Cash Balance
  • YTD Billed
My Active Pursuits This predefined dashpart is available if CRM is activated and displays information on pursuits where you are a team member with the Stage Step status of In Pursuit. This predefined dashpart displays a table with the following columns:
  • Project Name
  • Client Name
  • Estimated Fee
  • Probability
  • Probability Description
  • Weighted Fee
  • Stage
  • Status
  • Date Opened
My Active Projects Use this predefined dashpart to view information about active projects where you are a team member. This predefined dashpart displays a table with the following columns:
  • Project Name
  • Project Number
  • Client Name
  • Contact Name
  • Compensation
  • Estimated Fee
  • Weighted Fee
  • Probability
Cash Management Trend Analysis Use this predefined dashpart to view the last six fiscal periods of activity for default AR, AP and Cash accounts. This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients that migrated from other Deltek products.
  • The Accounting application is activated.
The accounts used on this chart are based on the default database used during setup. You can verify these accounts by editing the filters assigned to the chart columns on the dashpart. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This predefined dashpart displays a line chart with the following columns.
  • Accounts Receivable
  • Cash
  • Accounts Payable
Total Revenue and Labor Cost Trends Use this predefined dashpart to view last 12 fiscal periods of activity for your Revenue accounts and Direct Labor Cost accounts. This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients that migrated from other Deltek products.
  • The Accounting application is activated.
The accounts used on this chart are based on the default database used during setup. You can verify these accounts by editing the filters assigned to the chart columns on the dashpart. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This predefined dashpart displays a line chart with the following columns:
  • Billed Revenue
  • Direct Labor Cost
Current Account Balances Use this predefined dashpart to view the current balances for accounts associated with AP, AR, Unbilled and Cash Accounts. This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients that migrated from other Deltek products.
  • The Accounting application is activated.
The accounts used on this chart are based on the default database used during setup. You can verify these accounts by editing the filters assigned to the chart columns on the dashpart. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This predefined dashpart displays a column chart with the following columns:
  • Accounts Receivable
  • Unbilled
  • Cash
  • Accounts Payable
My Projects where I'm Principal Use this predefined dashpart to view information for projects where employee logged in is assigned as Principal on the project. This predefined dashpart displays a table with the following columns:
  • Project Manager
  • Client Name
  • Project Number & Name
  • Contact Name
  • Contact Email
  • Contact Phone
  • Compensation
  • Revenue
  • Backlog
  • AR Amount
Project Revenue Use this predefined dashpart to view total revenue and revenue broken down by the last 6 fiscal periods. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Project Name
  • Client Name
  • Revenue
Top 10 Clients - Receivables Use this predefined dashpart to view the top 10 clients with the most amount of AR outstanding on a project. This is available when you have the Accounting application activated. This predefined dashpart displays a bar chart with the following columns:
  • Client Name
  • AR Amount
Project Receivables by Client Use this predefined dashpart to view the outstanding receivables for each client by AR amount. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Client Name
  • Project Name
  • AR Amount
Top 10 Projects - Profit % Use this predefined dashpart to view the top projects by profit %. This is available when you have the Accounting application activated. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This predefined dashpart displays a bar chart with the following columns:
  • Project Name
  • Profit Percent
Bottom 5 Projects - Profit % Use this predefined dashpart to view the bottom 5 projects by profit %. This is available when you have the Accounting application activated. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This predefined dashpart displays a bar chart with the following columns:
  • Project Name
  • Profit Percent
Project Profit Use this predefined dashpart to view projects that are under performing. Underperforming projects that have a profit percentage below 10% are displayed with a red color. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Project Number & Name
  • Total Compensation
  • Profit % filtered to display the last 12 periods
  • Profit % filtered to display the current period
Projects Approaching Completion Use this predefined dashpart to view high level financials on your projects that are approaching completion. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Project Manager
  • Project Number & Name
  • Client Name
  • % Complete: Projects at 85% to 94% completion are displayed with a yellow background while projects at 95% completion and up are displayed with a red background.
  • Total Compensation
  • Revenue
  • Amount Billing
  • Billed Amount
  • Backlog
  • Unbilled Amount
  • Variance
  • Variance %
Profit & Loss Accounts Last 6 Periods Use this predefined dashpart to view the activity in your P&L accounts for the last 6 fiscal periods. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Account Type (hidden)
  • Account Type Name
  • Account
  • Amount Accrual
  • Current Period
Project Snapshot - My Projects Use this predefined dashpart to display an overall view of the health of project you manage based on activity to date. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the Accounting application activated. This predefined dashpart displays a bar chart with the following columns:
  • Project Number & Name
  • Compensation
  • Revenue
  • Spent at Billing (Billing Amount)
  • Billed
Project Remaining Use this predefined dashpart to display an overall view of what is available to finish the project based on activity to date for the projects that you manage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the Accounting application activated. This predefined dashpart displays a bar chart with the following columns:
  • Project Name
  • Backlog
  • Unbilled
  • Variance
My Project Snapshot Use this predefined dashpart to view a financial overview of projects you manage. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Project Name
  • Compensation(A)
  • Revenue(B)
  • Spent at Billing (C) (Billing Amount)
  • Billed (D)
  • Backlog (A-B)
  • Unbilled (B-D)
  • Variance (B-C)
  • Variance % ((B-C)/B).
Profit & Revenue - My Projects Use this predefined dashpart to view the profit and revenue for the projects you manage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the Accounting application activated. This predefined dashpart displays a column chart with the following columns:
  • Project Name
  • Profit
  • Revenue
Project Profit - My Projects Use this predefined dashpart to view projects you are managing that are under performing. Underperforming projects that have a profit percentage below 10% are displayed with a red color. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Project Number & Name
  • Total Compensation
  • Profit % filtered to display the last 12 periods
  • Profit % filtered to display the current period
Client AR - My Projects Use this predefined dashpart to view AR Outstanding for each client associated with projects you manage. This is available when you have the Accounting application activated. This predefined dashpart displays a bar chart with the following columns:
  • Client Name
  • Total AR
My Project List Use this predefined dashpart to view a list of projects that you manage. This is available when you have the Accounting application activated. This predefined dashpart displays a table with the following columns:
  • Stage
  • Photo
  • Project Number and Name
  • Client Name
  • Contact Name
  • Contact Email
  • Contact Phone
  • Compensation
  • Estimated Fee
  • Weighted Fee
  • Probability
Weighted and Estimated Fee by Stage Use this predefined dashpart to view active pursuits weighted and estimated fee grouped by stage. This is available when you have the CRM application activated. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This predefined dashpart displays a column chart with the following columns:
  • Stage
  • Estimated Fee
  • Weighted Fee
Weighted and Estimated Fee by Stage - Detail Use this predefined dashpart to view a list of In Pursuit Projects with estimated and weighted fee information. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Stage
  • Project Photo (column heading removed),
  • Project Name
  • Client Name
  • Project Type
  • Date Opened
  • Estimated Fee
  • Probability
  • Weighted Fee
Weighted Fee by Project Type Use this predefined dashpart to view weighted fees grouped by project type in a pie chart. This is available when you have the CRM application activated. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This predefined dashpart displays a pie chart with the following information:
  • Project Type
  • Weighted Fee
Top 10 Pursuits by Weighted Fee Use this predefined dashpart to view your top 10 pursuits based on the highest weighted fee. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a bar chart with the following information:
  • Project Type
  • Weighted Fee
Top 10 Pursuit Clients - pursuits by Weighted Fee Use this predefined dashpart to view your top 10 Pursuit clients based on the highest weighted fee. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a bar chart with the following information:
  • Client Name
  • Weighted Fee
Pursuit by Probability Use this predefined dashpart to view the value of your weighted and estimated fee by probability. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a bar chart with the following information:
  • Probability
  • Project Name
  • Client Name
  • Estimated Fee
  • Weighted Fee
Pursuit by Probability - Detail Use this predefined dashpart to view project information for your weighted and estimated fee by probability. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following column:
  • Probability
  • Estimated Fee
  • Weighted Fee
Pursuits Won vs Lost Last Quarter Use this predefined dashpart to view the estimated fee won or lost last quarter grouped by stage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a column chart with the following information:
  • Estimated Fee
  • Stage
Hit Rate by BD Lead Last Quarter Use this predefined dashpart to view the success of your BD Leads last quarter. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a bar chart with the following information:
  • Business Development Lead Name
  • Estimated Fee Won (Calculated Field)
  • Estimated Fee Lost (Calculated Field)
Hit Rate by Project Type Use this predefined dashpart to view the pursuits won or lost last quarter by project type. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a column chart with the following information:
  • Won Estimated Fee
  • Lost Estimated Fee
  • Project Type
Won/Lost by Reason Use this predefined dashpart to view the pursuits won or lost last quarter by won/lost reason. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a column chart with the following information:
  • Won Estimated Fee
  • Lost Estimated Fee
  • Won/Lost Reason
Pursuits Won & Lost Last Quarter Use this predefined dashpart to view the details of pursuits won or lost last quarter. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Stage
  • Project Name
  • Project Type
  • Won/Lost Date
  • Won/Lost Notes
  • Won/Lost Reason
  • Estimated Fee
  • Source
Bottom 5 Pursuits - Weighted Fee Use this predefined dashpart to view your bottom 5 pursuits based on weighted fee. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This is available when you have the CRM application activated. This predefined dashpart displays a bar chart with the following information:
  • Project Name
  • Weighted Fee
Ajera CRM Budget & Revenue Use this predefined dashpart to display information on the projects that are synched to Ajera. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Stage Step
  • Project Number
  • Project Name
  • Marketing Coordinator
  • Project Manager
  • Overall % Complete
  • Budgeted Overhead Rate
  • Total Compensation
  • Compensation
  • Direct Labor
  • Direct Expense
  • Direct Consultant
  • Reimbursable Allowance
  • Reimbursable Expense
  • Reimbursable Consultant
  • Ajera Sync
Ajera CRM - Cost Use this predefined dashpart to view the cost totals of your projects that sync to Ajera. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Project Number & Name
  • Ajera Total Cost
  • Ajera Labor Cost
  • Ajera Reimbursable Cost
  • Ajera Consultant Cost
  • Ajera Sync
Ajera CRM - Spent Use this predefined dashpart to view the spent totals of your projects that sync to Ajera. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Project Number & Name
  • Ajera Total Spent
  • Ajera Labor Spent
  • Ajera Reimbursable Spent
  • Ajera Consultant Spent
  • Ajera Sync
Ajera CRM - Billed Use this predefined dashpart to view the billed totals of your projects that sync to Ajera. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Project Number & Name
  • Ajera Total Billed
  • Ajera Labor Billed
  • Ajera Reimbursable Billed
  • Ajera Consultant Billed
  • Ajera Sync
Ajera CRM - WIP Use this predefined dashpart to view the WIP totals of your projects that sync to Ajera. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Project Number & Name
  • Ajera Total WIP
  • Ajera Labor WIP
  • Ajera Reimbursable WIP
  • Ajera Consultant WIP
  • Ajera Sync
Ajera CRM - Received Use this predefined dashpart to view the received totals of your projects that sync to Ajera. This is available when you have the CRM application activated. This predefined dashpart displays a table with the following columns:
  • Project Number & Name
  • Ajera Total Received
  • Ajera Labor Received
  • Ajera Reimbursable Received
  • Ajera Consultant Received
  • Ajera Sync
Project Financials at Cost This predefined dashpart is available when you have the Accounting application activated.
This predefined dashpart displays the following information:
  • Project Name
  • Project Number
  • Client Name
  • Total Compensation
  • Revenue
  • Billed
  • Amount Cost
  • Profit
Project Profit % This predefined dashpart displays the following information:
  • Project Name
  • Project Number
  • Profit Percent
  • Revenue
  • Amount Cost
  • Profit
AR - Top 10 Outstanding by Client This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients who migrated from other Deltek products.
  • The Accounting application is activated.
Use this predefined dashpart to display the AR - top 10 Outstanding by Client favorite report that is based on the Outstanding AR by Client report with specific settings to display the top 10 clients based on the accounts receivables. The report displays as a graph with the following information:
  • AR
  • Client
Bottom 5 Clients Revenue This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients who migrated from other Deltek products.
  • The Accounting application is activated.
Displays the Bottom 5 Clients Revenue favorite report. The report displays a bar graph of the bottom 5 clients with for revenue by client with the following information:
  • Days Open - Opportunity
  • Opportunity Name
Top 5 Clients Revenue This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients who migrated from other Deltek products.
  • The Accounting application is activated.
Displays the Top 5 Clients Revenue favorite report. The report displays a bar graph of the top 5 clients with for revenue by client with the following information:
  • Days Open - Opportunity
  • Opportunity Name
Employee Utilization YTD by Labor Category This predefined dashpart is available if:
  • You are a new Vantagepoint client. This dashpart is not available for clients who migrated from other Deltek products.
  • The Accounting application is activated.
Displays the Employee Utilization YTD by Labor Category report that is based on the Time Analysis report with specific settings. The following employee utilization information is displayed:
  • Total
  • Direct
  • Indirect
  • Direct/Total
  • Direct/(Total - Absence)
  • Target
  • Vacation
  • Sick
  • Holiday
  • Bus Dev
  • Civic
  • Mgmt
  • Acctg
  • Prof Devmt
  • Marketing
  • Other