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
Ajera CRM Budget & Revenue This dashpart is available when you have the CRM module activated.
Use this dashpart to display information on the projects that are synched to Ajera. This 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 This dashpart is available when you have the CRM module activated.
Use this dashpart to view the cost totals of your projects that sync to Ajera. This 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 This dashpart is available when you have the CRM module activated.
Use this dashpart to view the spent totals of your projects that sync to Ajera. This 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 This dashpart is available when you have the CRM module activated.
Use this dashpart to view the billed totals of your projects that sync to Ajera. This 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 This dashpart is available when you have the CRM module activated.
Use this dashpart to view the WIP totals of your projects that sync to Ajera. This 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 This dashpart is available when you have the CRM module activated.
Use this dashpart to view the received totals of your projects that sync to Ajera. This 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
AR - Top 10 Outstanding by Client This 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 module is activated.
Use this 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
AR Aging Use this dashpart to display aged unpaid invoices by days outstanding ranges, starting with today's date. This dashpart displays a table with the following columns:
  • Project (Project Number & Name),
  • Invoice
  • Total Amount
  • Invoice Date
  • Total (Amount): Date filtered to 0-30 days.
  • Total (Amount): Date filtered to 31-60 days.
  • Total (Amount): Date filtered to 61-90 days.
  • Total (Amount): Date filtered to 91-120 days.
  • Total (Amount): Date filtered to 121 plus days.
AR Unpaid Detail Use this dashpart to display invoices that have not been fully paid. This dashpart displays a table with the following columns:
  • Project Name
  • Invoice
  • Date
  • Amount Due
  • Amount Paid
  • Total Amount
  • AR Comment
  • Transaction Type
  • Mod/Receipt Detail
  • Invoice Fully Paid
Billed Plus Unbilled vs Contract Use this dashpart to display a column chart with information on billed and unbilled amounts that are compared to the contract amount for projects that you are associated with. Column stacking is used to help compare the metrics in the columns of the chart, and a legend is displayed at the bottom of the chart.

This column chart dashpart displays the following information:

  • Project Name
  • Billed Amount
  • Unbilled Transactions: This columns uses a calculated field with the following formula: [:AmtUnbilledBillable_b_Lab] + [:AmtUnbilledTotal_b_Con] + [:AmtUnbilledTotal_b_Exp])
  • Compensation
Billing Review Use this dashpart to display a table with billing information for review of active employees that are associated to projects with a regular charge type at project level, and are approved for use in processing at the project level. This dashpart displays a table with the following columns:
  • Name
  • Billing Client Name
  • Unbilled Labor (Unbilled Labor Total @ Billing column)
  • Unbilled Consultant (Unbilled Consultant Total @ Billing column)
  • Unbilled Expense (Unbilled Expense Total @ Billing column)
  • Draft Invoice Status
  • Draft invoice Total
  • Last Invoice (AR Last Invoice Date column)
  • Last Invoice Amt (AR Last invoice Amount column)
  • Compensation
  • JTD Billed (Billed Amount column)
  • Retainage (AR Retainage column)
  • Retainer (AR Retainer column)
Billing Status Detail Use this dashpart to display transactions for your projects that have not been final billed. This dashpart displays a table with the following columns:
  • Project (Project Number & Name)
  • Billing Status (Billing Status Description)
  • Transaction Type
  • Employee Name
  • Vendor
  • Vendor Invoice
  • Transaction Date
  • Cost (Total Amount Cost)
Billing Terms Review Use this dashpart to display a table with billing terms for review of active employees that are associated to projects with a regular charge type at project level, and are approved for use in processing at the project level. As an additional setting, compensation values are highlighted in blue to represent the differences between compensation and fee amounts within billing terms.
This dashpart displays a table with the following columns:
  • Name
  • Principal Name
  • Billing Client Name
  • Billing Contact
  • Fee Method (Billing Fee Method column)
  • Fee Amount (Billing) (Billing Fee Amount column)
  • Current Fee (Billing) (Current Billing Fee column)
  • Labor Method (Billing Labor Rate Method)
  • Labor Table (Billing Labor Rate Table)
  • Rates for Reporting (Labor) (Billing Rates for Reporting (Labor) column)
  • Consultant Method (Billing Consultant Rate Method column)
  • Consultant Table (Billing Consultant RateTable column)
  • Rates for Reporting (Consultant) (Billing Rates for Reporting (Consultant) column)
  • Expense Method (Billing Expense Rate Method column)
  • Expense Table (Billing Expense Rate Table column)
  • Rates for Reporting (Expense) (Billing Rates for Reporting (Expense) column)
  • Unit Method (Billing Unit Method column)
  • Rates for Reporting (Units) (Billing Rates for Reporting Units column)
  • Compensation
Bottom 5 Projects - Profit % This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the bottom 5 projects by profit %. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following information:
  • Project Name
  • Profit Percent
Bottom 5 Pursuits - Weighted Fee This dashpart is available when you have the CRM module activated.
Use this 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 dashpart displays a bar chart with the following information:
  • Project Name
  • Weighted Fee
Cash Management Trend Analysis This 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 module is activated.
Use this dashpart to view the last six fiscal periods of activity for default AR, AP and Cash accounts. 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 dashpart displays a line chart with the following information.
  • Accounts Receivable
  • Cash
  • Accounts Payable
Client AR - My Projects This dashpart is available when you have the Accounting module activated.
Use this dashpart to view AR Outstanding for each client associated with projects you manage. This dashpart displays a bar chart with the following information:
  • Client Name
  • Total AR
Current Account Balances This 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 module is activated.
Use this dashpart to view the current balances for accounts associated with AP, AR, Unbilled and Cash Accounts. 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 dashpart displays a column chart with the following information
:
  • Accounts Receivable
  • Unbilled
  • Cash
  • Accounts Payable
Draft Invoice Review Use this dashpart to display a table with draft invoices of active employees that are associated to projects with a regular charge type at project level, and are approved for use in processing at the project level.

This dashpart displays a table with the following columns:

  • Name
  • Billing Client Name
  • Status (Draft Invoice Status column)
  • Draft Total (Draft Invoice Total column)
  • Compensation
  • Billed (Labor Amount Cost column)
  • Remaining: This columns uses a calculated field with the following formula: [:TotalComp_c] - [:JTDBilled])
  • WIP Labor (Unbilled Labor Total @ Billing column)
  • WIP Consultants (Unbilled Consultant Total @ Billing column)
  • WIP Expense (Unbilled Expense Total @ Billing column)
  • Draft Comment (Draft Invoice Approval Comment column)
  • Project Manager Name
Employee Indirect Time Analysis this Year This dashpart is available if the PSA and Accounting modules are activated.

Use this dashpart to display a column chart with the time analysis information and the indirect hours spent for projects of active employees for the current year.

Employee Time Analysis This Year This dashpart is available if the PSA and Accounting modules are activated.
Use this dashpart to display a table with the time analysis metrics of active supervisors for the current year. This dashpart displays a table with the following columns:
  • Supervisor
  • Employee Name
  • Home Company
  • Total Hours
  • Reg Hours. Ovt Hours
  • Direct Hours
  • Indirect Hours
  • Time Analysis
Employee Utilization YTD by Labor Category This 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 module is activated.
This dashpart displays the Employee Utilization YTD by Labor Category report that is based on the Time Analysis report with specific settings. This dashpart displays a table with the following columns:
  • Total
  • Direct
  • Indirect
  • Direct/Total
  • Direct/(Total - Absence)
  • Target
  • Vacation
  • Sick
  • Holiday
  • Bus Dev
  • Civic
  • Mgmt
  • Acctg
  • Prof Devmt
  • Marketing
  • Other
Employee Utilization this Year This dashpart is available if the PSA and Accounting modules are activated.

Use this dashpart to display a pie chart with the direct and indirect hours spent on projects of active employees for the current year. A legend is displayed at the bottom of the pie chart.

Employee Utilization this Year by Supervisor This dashpart is available if the PSA and Accounting modules are activated.

Use this dashpart to display a column chart with direct and indirect hours spent of projects of active supervisors for the current year. The columns for direct and indirect hours are displayed with column stacking to help compare the metrics in the columns of the chart, and a chart legend is displays at the bottom of the column chart.

Hit Rate by BD Lead Last Quarter This dashpart is available when you have the CRM module activated.
Use this 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 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 This dashpart is available when you have the CRM module activated.
Use this 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 dashpart displays a column chart with the following information:
  • Won Estimated Fee
  • Lost Estimated Fee
  • Project Type
Key Financial Metrics This 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 module is activated.
Use this favorite report dashpart to view key financial metrics for your firm. This dashpart displays a table with the following columns:
  • YTD Profit
  • YTD Revenue
  • Total Outstanding AR
  • Total Unbilled
  • YTD Profit %
  • JTD Effective Multiplier
  • Cash Balance
  • YTD Billed
My Active Projects Use this dashpart to view information about active projects for which you are a team member. This dashpart displays a table with the following columns:
  • Project Name
  • Project Number
  • Client Name
  • Contact Name
  • Compensation
  • Estimated Fee
  • Weighted Fee
  • Probability
My Active Pursuits This 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 dashpart displays a table with the following columns:
  • Project Name
  • Client Name
  • Estimated Fee
  • Probability
  • Probability Description
  • Weighted Fee
  • Stage
  • Status
  • Date Opened
My Indirect Time Analysis this Quarter This dashpart is available if the PSA and Accounting modules are activated.

Use this dashpart to display a column chart with the time analysis information of the logged in employee's indirect hours spent in projects for the current quarter.

My Project List This dashpart is available when you have the Accounting module activated.
Use this dashpart to view a list of projects that you manage. This 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
My Project Snapshot This dashpart is available when you have the Accounting module activated.
Use this dashpart to view a financial overview of projects you manage. This 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).
My Project Transfer Detail Use this dashpart to display information about transactions that have been transferred to projects that you manage. This table dashpart displays the following columns:
  • Project (Project Number & Name)
  • Phase (Phase Number)
  • Task (Task Number)
  • Type (Transaction Type)
  • Employee Name
  • Vendor
  • Vendor Invoice
  • Date (Transaction Date)
  • Total Hours
  • Cost (Total Amount Cost)
  • Transfer (Hidden)
My Projects where I'm Principal Use this dashpart to view information for projects for which the employee logged in is assigned as Principal on the project. This 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
My Utilization this Quarter This dashpart is available if the PSA and Accounting modules are activated.

Use this dashpart to display a pie chart with the direct and indirect hours that the logged in employee spent working in projects for the current quarter. A legend is displayed at the bottom of the pie chart.

Profit & Loss Accounts Last 6 Periods This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the activity in your P&L accounts for the last 6 fiscal periods. This dashpart displays a table with the following columns:
  • Account Type (hidden)
  • Account Type Name
  • Account
  • Amount Accrual
  • Current Period
Profit & Revenue - My Projects This dashpart is available when you have the Accounting module activated.
Use this 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 dashpart displays a column chart with the following columns:
  • Project Name
  • Profit
  • Revenue
Project Detail Entered in the Last Two Weeks Use this dashpart to display your projects with invoices that were entered in the past two weeks. This table dashpart displays the following columns:
  • Project (Project Number and Name)
  • Transaction Type
  • Transaction Date
  • Employee Name
  • Vendor
  • Vendor Invoice
  • Cost (Total Amount Cost)
  • Billing Status
  • Transfer
Project Financials at Cost This dashpart is available when you have the Accounting module activated.
This dashpart displays the following information:
  • Project Name
  • Project Number
  • Client Name
  • Total Compensation
  • Revenue
  • Billed
  • Amount Cost
  • Profit
Project Plan Summary - Billing This dashpart is available if the Accounting module is activated and only displays projects for which the user is the project manager.
Use this dashpart to quickly assess how a project is trending against the compensation value as of the current date. This dashpart is as a column chart with a spline for the Total Compensation column. The following columns are used in the dashpart:
  • Project Name
  • ETC Planned Amount Bill
  • Total Compensation
Project Plan Summary - Cost This dashpart is available if the Accounting module is activated and only displays projects for which the user is the project manager.

Use this dashpart to quickly assess how your projects are trending against the total compensation value. This dashpart is as a column chart with a spline for the Total Compensation column. You can also view the estimate at completion (EAC) overhead and determine the potential profit of a project.

The following columns are used in the dashpart:
  • Project Name
  • EAC Planned Profit Greater than Zero (CF)
  • EAC Planned Overhead Amount Cost
  • ETC Panned Amount Cost
  • JTD Cost Less Overhead (CF)
  • Total Compensation
The following calculated fields (CF) and their calculation details are used in the dashpart:
  • EAC Planned Profit Greater than Zero: Case when EAC Planned Profit Cost > 0 then EAC Planned Profit Cost else 0 end.
  • JTD Less Overhead: JTD Amount Cost - JTD Overhead
Project Planning Review This dashpart is available if the Accounting module is activated and only displays projects for which the user is the project manager.

Use this dashpart to display the projects you manage with planned and actuals for billed and cost on one dashpart. This table dashpart displays your projects' planned, actual, Estimated to Complete and Estimate at Completion values.

The following columns are used in the dashpart:
  • Name (WBS Level Name)
  • Total Compensation
  • Amount Billing
  • Amount Cost
  • Hours
  • Planned Cost
  • Planned Billing
  • ETC Planned Billing
  • ETC Planned Cost
  • EAC Planned Billing
  • EAC Planned Overhead Cost
  • EAC Planned Cost
  • Profit
  • EAC Planned Profit
Project Profit This dashpart is available when you have the Accounting module activated.
Use this dashpart to view projects that are under performing. Underperforming projects that have a profit percentage below 10% are displayed with a red color. This 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
Project Profit - My Projects This dashpart is available when you have the Accounting module activated.
Use this 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 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
Project Profit % This dashpart displays the following information:
  • Project Name
  • Project Number
  • Profit Percent
  • Revenue
  • Amount Cost
  • Profit
Project Receivables by Client This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the outstanding receivables for each client by AR amount. This dashpart displays a table with the following columns:
  • Client Name
  • Project Name
  • AR Amount
Project Remaining This dashpart is available when you have the Accounting module activated.
Use this 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 dashpart displays a bar chart with the following columns:
  • Project Name
  • Backlog
  • Unbilled
  • Variance
Project Revenue This dashpart is available when you have the Accounting module activated.
Use this dashpart to view total revenue and revenue broken down by the last 6 fiscal periods. This dashpart displays a table with the following columns:
  • Project Name
  • Client Name
  • Revenue
Project Snapshot - My Projects This dashpart is available when you have the Accounting module activated.
Use this 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 dashpart displays a bar chart with the following columns:
  • Project Number & Name
  • Compensation
  • Revenue
  • Spent at Billing (Billing Amount)
  • Billed
Projects Approaching Completion This dashpart is available when you have the Accounting module activated.
Use this dashpart to view high level financials on your projects that are approaching completion. This 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 %
Pursuit by Probability This dashpart is available when you have the CRM module activated.
Use this 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 dashpart displays a bar chart with the following information:
  • Probability
  • Project Name
  • Client Name
  • Estimated Fee
  • Weighted Fee
Pursuit by Probability - Detail This dashpart is available when you have the CRM module activated.
Use this dashpart to view project information for your weighted and estimated fee by probability. This dashpart displays a table with the following columns:
  • Probability
  • Estimated Fee
  • Weighted Fee
Pursuits Won & Lost Last Quarter This dashpart is available when you have the CRM module activated.
Use this 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 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
Receipts - this month This dashpart displays any receipt transactions dated in the current month. This dashpart displays a table with the following columns:
  • Billing Client Name
  • Project Name
  • Date
  • Invoice
  • Total Amount
  • Transaction Type (Hidden)
Top 5 Clients Revenue This 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 module is activated.
This dashpart 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
Top 10 Clients - Receivables This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the top 10 clients with the most amount of AR outstanding on a project. This dashpart displays a bar chart with the following information:
  • Client Name
  • AR Amount
Top 10 Projects - Profit % This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the top projects by profit %. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following information:
  • Project Name
  • Profit Percent
Top 10 Pursuits by Weighted Fee This dashpart is available when you have the CRM module activated.
Use this 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 dashpart displays a bar chart with the following information:
  • Project Type
  • Weighted Fee
Top 10 Pursuit Clients - pursuits by Weighted Fee This dashpart is available when you have the CRM module activated.
Use this 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 dashpart displays a bar chart with the following information:
  • Client Name
  • Weighted Fee
Total Revenue and Labor Cost Trends This 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 module is activated.

Use this dashpart to view last 12 fiscal periods of activity for your Revenue accounts and Direct Labor Cost accounts. 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 dashpart displays a line chart with the following information:

  • Billed Revenue
  • Direct Labor Cost
Unbilled Aging Use this dashpart to display a table with information on outstanding accounts receivables for your projects. This table dashpart displays the following columns:
  • Project Number
  • Name
  • Unbilled Labor (Unbilled Labor Total @ Billing column): This column displays six times in the dashpart, with each one representing different fiscal periods. One column represents the current fiscal period, the other four columns represent the past four fiscal periods respectively, and the sixth column for all other past fiscal periods.
Unposted Labor Detail Use this dashpart to display unposted labor transactions of employees in projects for which you are a team member. This table dashpart displays the following columns:
  • Project Name
  • Employee Name
  • Transaction Date
  • Regular Hours
  • Total Overtime Hours
  • Total Hours
  • Labor Comments
Utilization This 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 module is activated.

Use this dashpart to display YTD direct labor/total labor for hours grouped by labor category.

Weighted and Estimated Fee by Stage This dashpart is available when you have the CRM module activated.
Use this dashpart to view active pursuits weighted and estimated fee grouped by stage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a column chart with the following information:
  • Stage
  • Estimated Fee
  • Weighted Fee
Weighted and Estimated Fee by Stage - Detail This dashpart is available when you have the CRM module activated.
Use this dashpart to view a list of In Pursuit Projects with estimated and weighted fee information. This 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 This dashpart is available when you have the CRM module activated.
Use this dashpart to view weighted fees grouped by project type in a pie chart. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a pie chart with the following information:
  • Project Type
  • Weighted Fee
Won/Lost by Reason This dashpart is available when you have the CRM module activated.
Use this 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 dashpart displays a column chart with the following information:
  • Won Estimated Fee
  • Lost Estimated Fee
  • Won/Lost Reason