Contents of the Project 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

To locate an existing project, enter a partial or complete name or number in the Find project field above the project's name. If more than one record is returned, the default () Active Only toggle appears at the bottom right of the drop-down list. To filter the search results to return only active records, click the Active Only toggle to the On position (). Vantagepoint returns only active records in the drop-down list. The Active Only toggle setting will be preserved across sessions until you change the setting again. 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. To access a search, select one of the following options: Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. Based on an existing search in the Saved Searches list, an ad hoc Selection typically comprises a portion of all the available hub records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Hub Records for Ad Hoc Searches and Edit a Selection in a Saved Search. Active: Select from a list of all active projects to which you have access. All: Select from a list of all projects to which you have access, regardless of project status. My Active: Select from a list of all active projects with which you are associated as a team member on the Team tab of the Projects form. The list includes a project if you are associated with it at any level of the work breakdown structure (WBS). Project Manager: Select from a list of all active projects for which you are the project manager at any level of the WBS. My Organization Level 1: Select from a list of active projects that are assigned, at any WBS level, to the same organization level 1 (the same company, for example) to which you are assigned in the Employees hub. This option is available only if Vantagepoint is set up to use organizations. My Organization: Select from a list of all active projects that are assigned at any WBS level to the full organization to which you are assigned in the Employees hub. This option is available only if Vantagepoint is set up to use organizations. My Draft Invoices: This search is available if your security role has access to Invoice Approvals. Select from a list of all active projects for which a submitted draft invoice exists that you are responsible for approving or rejecting. Legacy Searches: Select a search from this folder to display a list of projects based on a search from previous versions of the application or from legacy systems. Although you cannot modify a legacy search, you can build a new search based on a legacy search. Click the icon to display the Edit Search dialog box. Click Delete and Start Over to build a new search based on the legacy search. My Searches: Select a search from this folder to display a list of projects based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select a search from this folder to display a list of projects shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Select a search from this folder to display a list of projects based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. + New Search: Select this link to create a search for projects. Use both basic and advanced search features on the New Project Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including standard and user-defined grid fields), based on your field level security. On the New Search dialog box, select + Add a Field to add another field to the search criteria grid. In the Select A Field drop-down list, you can either type part of the field name to find it or click to display a list of all standard and user-defined grid fields associated with the hub or application and locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with the Projects hub is displayed. For these searches, a project is considered active if the status of the project-level WBS element is Active. The project search list sort order option that you select on the My Preferences dialog box determines the order in which the projects display in the list: by name or by number. To change that setting, click on the main Vantagepoint toolbar. For more information, see My Preferences Dialog Box. 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 example) displays next to those projects on the list. You can hover over or click an indicator to display a description of the warning condition. For information about creating and using searches, see the Search Vantagepoint help topics.

Field	Description
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. When you add new records via most hub and application forms, you can easily group and track the records using the Search Navigation Control in detail view and in list view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays a saved confirmation message and the New Records label () is added in the Saved Search control. As you add new records, they are ordered sequentially. You can use the paging control to review and edit each new record on the active hub or application form. When you access a different field, search on the hub or application form, or navigate away from the form, the New Records label reverts to the Saved Search control (). For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record 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 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 planning data.
	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 has only 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 then click Use Template. By default, the Project Structure dialog box displays immediately below this icon, and when you select a WBS element, the dialog box 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 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 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. If You Have the Pre-Award Project Numbering Feature Turned On If you have this feature turned on, when a project is awarded, you can change the project's number to an awarded number immediately or schedule it to be changed at a future time. When you take either action, orange text displays below the project number in the Project Number field. If you change the project number immediately, the orange text lets you know that the project number is currently being changed. If you scheduled the number to be changed at a future time, the orange text shows you the date and time that the number will be changed. The new project number that will be assigned is also displayed in orange text below the project number. This same orange text displays below the project number in the Project Number field in other applications in the Projects hub, such as Contract Management. For more information about the Pre-Award Project Numbering feature, see Using Different Numbering Systems for Pre-Award and Awarded Projects.
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 the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays. In rare cases, the name of a system process, such as a conversion process related to a product upgrade, is displayed 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 the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays.
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.

Actions Bar

Click the Actions menu to access commonly performed actions.

Field	Description
Find Field	On the Actions bar or Other Actions menu, select this option to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists. In the Find Field, enter a partial or complete name or number and click to return all available fields. The number of matches found displays below the Find Field Caption/ID search field. For example, Files Found: 5 indicates that 5 associated fields were located. When multiple matches are found, click or to page through the results on the hub forms and tabs. As you page through the field results, the hub form locates and then highlights either a specific form field or the grid, lookup, or drop-down list that contains the specified field record. For more information, see Find a Field on a Hub Form.
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.
Create New Proposal	Select this option to display the New Proposal dialog box and begin adding a proposal for the project. Enter the proposal's general information, including name, number, project, due date, and other details.
Project Settings	Select this option to display the Project Settings dialog box. On theat dialog box, you can select display options for the project search results list and the project structure.

Summary Pane

The Dashboard summary pane displays key information about a project, including details such as project stage, win/loss, plan status, and more.

Field	Description
Project Number	This field displays the number of the currently selected project, phase, or task. Vantagepoint disables this field when you are editing an existing project. To change the number for an existing WBS element, you must do a key conversion.
Status	Select the status of the currently selected WBS element (project, phase, or task). The status determines where you can view or select the WBS element in other parts of the user interface. Indicator Status Description Active You can use an active WBS element in any transaction that requires it. Inactive Vantagepoint displays a warning if you try to use an inactive WBS element in any transaction that requires it. You must decide whether to proceed with the transaction after you receive the warning. Dormant Vantagepoint prevents you from using a dormant WBS element in any transaction, except for receipt, invoice, and historical data entry, and bill processing. Vantagepoint displays a warning when you process receipts, invoices, historical data, and bills, but you can complete the transaction. You cannot add a dormant WBS element to a line on a timesheet or expense report.
Project Type	Select the project type (for example, Environmental, Transportation, or Medical).
Responsibility	Select your enterprise's responsibility or role for the project (for example, Prime, Subcontractor, or Undetermined).
Project Summary	This summary section provides key project information that is important to your team
	. The summary details include:

• Stage: Select the project's current stage in the pipeline (for example, Lead, Proposal, Won, or Lost). The stage applies to the project as a whole. You cannot assign stages to individual phases or tasks.

  This field is available only if the project is a regular project (not an overhead or promotional project) and if one or more of these modules is activated: CRM, CRM Plus, or Resource Planning. If none of these modules are activated, this field does not display, and all regular projects are treated as won projects.

  If you change the stage to a won stage and your security role is an Accounting type, the Approved for Use in Processing checkbox on the Accounting tab of the Projects form is selected automatically at the project level of the WBS to indicate that accounting transactions can now be entered for the project. Note, however, that this checkbox is not automatically selected for any lower-level WBS elements; you must select it individually for any of those elements that you want to approve for processing.

  If you have the Pre-Award Project Numbering feature turned on and your security role is an Accounting type, when you change a project's stage to an awarded (won) stage, the Approved for Use in Processing checkbox is selected automatically on the Accounting tab of the Projects hub. The Assign New Project Number dialog box displays automatically. Change the project's number on the dialog box to an awarded number. For more information about the Pre-Award Project Numbering feature, see Using Different Numbering Systems for Pre-Award and Awarded Projects.

  Depending on how Vantagepoint is set up and depending on what the prior and new stages are, changing the stage of a project may also change whether or not the project should be included when calculating utilization and scheduled hours and percentages that are used for resource planning and resource management. That calculation status is displayed in Capacity Calculation in this summary pane.

• Capacity Calculation: This field indicates if the project is included in the calculation of scheduled hours and percentages and of utilization hours and percentages that are used for resource planning and resource management:
  • Projects assigned to a won stage are always included in both calculations.
  • Projects assigned to a lost or do not pursue stage are always excluded from both calculations.
  • Projects assigned to an in-pursuit stage are either included in both calculations or excluded from both, based on the Include Projects in an In Pursuit Stage in Scheduled and Utilization Calculations setting on the Plan Settings form (Settings > Resource Planning > Plan Settings).
  • Projects with either the Overhead or Promotional charge type are always included in scheduled calculations and excluded from utilization calculations.
• Win/Loss Details: The Win/Loss Details fields display key data related to the stage of the project. Depending on the project's stage, you can enter, view, or modify information in each of these fields:
  • Click the down arrow next to Win/Loss Details to display or hide the fields as a group.
  • After you save a project, click Win/Loss Details or any of the field names in the section to open the Stage dialog box and enter or update win/loss information for each field.

  For more detailed information, see Summary Pane of the Projects Hub.

• Pursuit Details: The Pursuit Details fields are available only if the CRM module, the CRM Plus module, or, in the case of a few fields, the Resource Planning module is activated. If they are available, you can click the down arrow next to Pursuit Details to hide or display the fields as a group.
• Project Details: The Project Details fields display key data related to the project plan and actual performance against the plan. You can click the down arrow next to Project Details to hide or display the fields as a group.
• Plan Status: This field displays the status of the project's plan:
  • Published: The plan has been published. No unpublished changes exist for the plan.
  • Not Published: The plan includes unpublished changes.
• Plan Start - End: This field displays the planned start and end dates for the WBS1 element, as specified in the project plan. To change plan dates, open Hubs > Projects > Plan or Resource Management > Project View and change the date.
• Show: This field displays Billing or Cost to indicate whether the amounts you are viewing 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.

• Labor Multipliers: This field lists the Target and an EAC Planned labor multipliers described in the following:

  Target: This multiplier is used as the basis for evaluation against the labor EAC multiplier. The multiplier represents how much revenue is anticipated for each labor cost dollar spent on a project. This field displays the multiplier in Target Multiplier on the Plan Settings dialog box.

  EAC Planned: The EAC planned labor cost amount is the cost value of the hours worked through today and the remaining planned hours. To determine the multiplier, this calculation is used: Direct labor amount from the Compensation tab on the Contract Management form / the EAC planned labor cost amount.

  Your security role's access rights to labor cost rates and amounts determines whether or not labor EAC multipliers display.

Fields and Options

The WBS level that 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 plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view plans 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 multiple 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. Field Description Click this icon in the title bar of a dashpart to select a different dashpart to display. Click in the title bar of a dashpart to enlarge the dashpart. Click it again to restore it to its original size and location.