Costpoint Online Help

Home Dashboard

Use the Home Dashboard to view actionable data that you access most often, including information on your timesheets, pending tasks, expense reports and authorizations, available leave balances, outstanding expenses, and pending workflow approval tasks.

You must be licensed for Deltek Time & Expense before you can access the Home Dashboard as it pulls data from Time & Expense. If you are not licensed for this product and you try to open the Home Dashboard, Costpoint displays an error message.

Use this dashboard to view general information on your tasks, leaves, and expenses. You can also drill from the dashboard to a screen in Time & Expense or Costpoint to access more details, provided your system administrator has granted you rights to the drill-through application.

You can access the Home Dashboard as soon as you log in to Costpoint by clicking on Costpoint's main page. Note, however, that this icon is visible only to users with Time & Expense license. The Home Dashboard also resides under the Dashboards module in Reports & Analytics.

The following are the dashparts available on the Home Dashboard:

  • My Expense Authorizations
  • My Expense Reports
  • My Leave Balances
  • My Outstanding Expenses
  • My Tasks
  • My Timesheets
  • My Workflow Approvals

Available Global Menu and Toolbar Items

On this dashboard, the File, Line, Options, and Process items in the Global Menu are disabled, while only the Help menu item is available. On the Global Toolbar, only the Refresh , Next Page , and Previous Page icons are available. Depending on your screen resolution, the dashparts may not fit on a single view/page, and you can use and to toggle between the pages and view the desired dashpart. If your screen resolution is 1680x1050 and the scale is 100%, you should see 8 dashparts clearly without scrolling. This is the recommended display setting. If you use any other display settings, you may see more or fewer dashparts on the screen at one time.

Note: When you open this dashboard for the first time and close it, the following message displays even if you did not make any changes on the screen: "You have unsaved changes. Select Cancel to go back and save changes or select OK to discard changes and close this application." You need to click Cancel and save the screen to avoid encountering the same issue the next time you access this dashboard.
Attention: For additional information on how to use this dashboard, refer to the Home Dashboard video.

To know more about enhancements made to the dashboards for Costpoint 8.0, see the What's New for Dashboards in Costpoint 8.0 video.