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, pending workflow approval tasks, and budgeted hours.

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.

The following are the dashparts available on the Home Dashboard:

  • My Budgeted Hours
  • My Expense Authorizations
  • My Expense Reports
  • My Leave Balances
  • My Outstanding Expenses
  • My Quick Entry Expense Authorizations
  • My Quick Entry Expense Reports
  • My Tasks
  • My Timesheets
  • My Workflow Approvals

Display Settings and Navigation

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.