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

Project Manager Dashboard

Use the Project Manager Dashboard to view high-level information of your projects' financial status, including outstanding accounts receivables, open billing details, and revenue. You can also use this dashboard to review work assignments and invoices lined up for your approval.

Through the links available on the dashparts, you can drill from the dashboard to a screen in Costpoint or Costpoint Planning, depending on the database you are accessing and if you have rights to the module where the screen resides. Costpoint Enterprise Reporting and Costpoint Analytics shortcut links may also be available on this dashboard if your system administrator has set up access to these applications within Costpoint.

The following are the dashparts available on the Project Manager Dashboard:

  • AR Over 30 Days
  • AR Current
  • Open Billing Over 30 Days
  • Current Open Billing
  • Projects Over x% Funding
  • My Links
  • Work Assignments for Approval
  • Standard Bills for Approval
  • Milestone Invoices for Approval
  • Pending Expenses

Except for My Links, all dashparts display data only for projects you have access to and the nodes below. For example, if you are a third-level project manager, you will see values at the third, fourth, and lower levels only, with everything rolled up at the top level.

Example:

Project Project Manager Amount
0100 Project Manager A
0100.01 Project Manager A
0100.01.0001 Project Manager B $30,000
0100.02.0001 Project Manager C $10,000

Project Manager A will see $40,000 for project 0100. Project Manager B will see $30,000, while Project Manager C will see $10,000 for the same top-level project, 0100.

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 then click Save or Save & Continue on the Parameters tab to avoid encountering the same issue the next time you access this dashboard.