System Dashparts

System dashparts display data on a unique interface that you can add to any dashboard, as needed. These dashparts are predefined and cannot be edited or resized.

Apart from the unique visual representation of data, system dashparts contain some fields and options you can use to perform tasks that are associated with the system dashpart. When you view the Dashparts Library pane of the Dashboards form in edit mode, system dashparts are represented with the icon in the dashparts list.

Specific Vantagepoint modules need to be enabled for an employee to access a system dashpart. Take module licensing into account when assigning employee access to system dashparts in dashboards. For more information on the licensing of modules, see Managing Your Vantagepoint Licenses.

The following system dashparts are available.

Dashpart Type	Description
Favorite Reports	The Favorite Report dashpart lists your favorite reports, as specified in the Reporting application. To preview a report in a separate browser tab, click the Preview icon on an active row. You need any of the following modules to access this system dashpart: Accounting CRM CRM Plus Resource Planning PSA
My Activities	The My Activities dashpart is a grid of your day's events. The events may be meetings, reminders, deadlines, alerts, and so on. This dashpart contains dynamic content and updates accordingly. For example, if an appointment is rescheduled, the information changes in the dashpart. Use your activity calendar or the Activities hub to review, add, and modify your activities. You can view your calendar by day, week, or month. You can also update your calendar from the Dashboard. The CRM or CRM Plus modules are required to access this system dashpart.
My Upcoming Assignments	The My Upcoming Assignments dashpart displays your current and future assignments that have Estimate to Complete (ETC) hours remaining. You can change the scale, duration, and start for the forecast range and specify whether to view all planned hours, scheduled hours or percentage, or utilization hours or percentage. The Resource Planning module is required to access this dashpart.
Pipeline	The Pipeline dashpart is represented as a bar chart that provides a summary view of compensation and fees for the projects in your pipeline. For each dimension value on the vertical axis, the chart displays values based on the selected calculation method: Spread Evenly Across Timescale: Vantagepoint spreads the fee amount for each project evenly across the period, from that project's start date to its end date, to determine per-day fees. This calculation method then uses the project start and end dates to determine the number of days that each project will contribute fees during the Pipeline chart time frame and multiplies that number of days by the per-day compensation and fee amounts to determine that project's contribution to the compensation and fees shown in the chart. To be included in the pipeline, the project must have the following information specified in the Projects hub: Total Compensation for projects that are Won, Estimated Fees, Estimated Start Date, and Estimated Completion Date. Use Allocation Method on Project: Vantagepoint calculates estimated revenue based on the allocation method of the projects, as configured in Hubs > Projects > Contract Management. This calculation method then uses Estimated Fee and Weighted Fee for In Pursuit projects, except for those pursuit projects that are using Revenue Forecast as the allocation method. You can also specify the included projects, the vertical axis dimension, and the time frame for the Pipeline dashpart. You need any of the following modules to access this system dashpart: CRM CRM Plus Resource Planning
Timesheet Floor Check	The Timesheet Floor Check dashpart functions the same way as the Floor Check dialog box that you can display in My Stuff > Timesheet. Use this dashpart to check the timesheet status of employees from a dashboard. You can perform all the same actions from the dashpart that you can from the Floor Check dialog box. The requirements and restrictions that apply for accessing the Floor Check dialog box are also applied to the Timesheet Floor Check dashpart.
Upcoming Employee Availability	The Upcoming Employee Availability dashpart uses the planning assignments of employees (current and future availability) and other dashpart options to display any of the following: Only available employees. Employees for a specific forecast range (scale, duration, and start). Employees that are becoming available and when they are becoming available based on their current assignments. The Resource Planning module is required to access this dashpart.
Upcoming Generic Assignments	The Upcoming Generic Assignments dashpart displays alert messages for managers about upcoming generic assignments that need to be assigned to specific resources. The Resource Planning module is required to access this dashpart.
Upcoming Milestones	The Upcoming Milestones dashpart is a graphical timeline of upcoming and historical milestones for any project to which you have access. This dashpart is based on the Dates & Costs tab of the Projects form in Hubs > Projects. This dashpart displays up to seven upcoming milestones, beginning with today's milestone or your most current milestone. If the selected projects have no upcoming milestones (for today or in the future), then the last seven milestones are displayed instead. Use the paging control arrows to view past or future milestones across the timeline. Use the Upcoming Milestones drop-down list to filter the milestones that display on the timeline. You can select a standard filter (All, Active, or My Active) or an existing custom filter, or you can click Custom to create a custom filter that is immediately applied. You can also save a new custom search filter. You can view details about each milestone. On the timeline, click a milestone point to display an info bubble that displays the date, name of the milestone, project long name, notes for the milestone, and a More link. Click this link to display the project record in a separate browser tab, where you can view additional notes and details about the project and milestone. This dashpart also appears in Hubs > Projects > Dashboard without the search filter and displays the milestones for the displayed project record. The CRM or CRM Plus modules are required to access this system dashpart.