Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Dashboards

Costpoint Dashboards pulls together information you rely on most and present the information graphically and accurately so you can easily analyze the data.

Because dashboard content depends on role-based security, each dashboard is customized to display information specific to a role.

A role-based dashboard has several dashparts. The dashparts can pull data from Costpoint, Costpoint Planning, or Time & Expense. If you are not licensed for Costpoint Planning or Time & Expense, the dashparts that rely on information from these applications will not display on the dashboard.

You can set up which dashparts to display on your dashboard and in what order. You can limit the number of records that you want to display for some dashparts. You can also drill from the dashpart to a screen in Costpoint, Costpoint Planning, or Time & Expense, depending on your security rights. In addition, you can have shortcut links to Costpoint Enterprise Reporting and Costpoint Analytics if access to these applications within Costpoint is configured by your system administrator.

Note: System administrators can assign users and user groups Read-Only, Full, or Deny rights to the Dashboards module and the individual dashboards using the Manage Users and/or Manage User Groups screens. It is recommended, however, to grant only Full or Deny rights to Dashboards users. For more information on setting up rights to modules and applications, see the online help for the Manage Users and Manage User Groups screens.