Make Changes to Dashpart Parameters
You can view or make changes to the parameters used on the dashparts of the Project Manager Dashboard.
In the dashpart table windows, enter the desired value in the field (parameter) you want to modify, and click
.
AR Over 30 Days
Use this table window to view and/or modify the parameters used for the AR Over 30 Days dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Aging date adjustment days |
This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the AR Over 30 Days dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date. For example, if the invoice due date is 10/10/2016 and you enter -60 in this field, Costpoint adjusts the date to 8/11/2016, and the invoice will fall in a different aging bucket on the AR Over 30 Days dashpart. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to
0. If you need to edit this field, enter values between
-9,999 and
9,999 to avoid getting an error.
|
| Maximum number of Projects to display | This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest AR balances. For example, if you enter 15 here, only the top 15 projects with the highest AR balance amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" AR balance amount. For example, if you enter 2,000 here, only projects with at least $2,000 AR balance amount will be displayed on the dashpart. |
AR Current
Use this table window to view and/or modify the parameters used for the AR Current dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Aging date adjustment days |
This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the AR Current dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date, and the invoice may no longer fall on the current (0-30 days) aging range. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to
0. If you need to edit this field, enter values between
-9,999 and
9,999 to avoid getting an error.
|
| Maximum number of Projects to display | This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest AR balances. For example, if you enter 15 here, only the top 15 projects with the highest AR balance amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" AR balance amount. For example, if you enter 2,000 here, only projects with at least $2,000 AR balance amount will be displayed on the dashpart. |
Open Billing Over 30 Days
Use this table window to view and/or modify the parameters used for the Open Billing Over 30 Days dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Aging date adjustment days |
This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the Open Billing Over 30 Days dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date. For example, if the subperiod ending date is 10/10/2015 and you enter 365 in this field, Costpoint adjusts the date to 10/10/2016, and the transaction will fall in a different aging bucket on the Open Billing Over 30 Days dashpart. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to
0. If you need to edit this field, enter values between
-9,999 and
9,999 to avoid getting an error.
|
| Maximum number of Projects to display | This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest open billing detail amount. For example, if you enter 15 here, only the top 15 projects with the highest open billing detail amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" open billing detail amount. For example, if you enter 2,000 here, only projects with at least $2,000 open billing detail amount will be displayed on the dashpart. |
Current Open Billing
Use this table window to view and/or modify the parameters used for the Current Open Billing dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Aging date adjustment days |
This field displays the aging date adjustment days and defaults to 0. Leave the default value for an accurate view of the Current Open Billing dashpart based on today's date. If you modify this field, Costpoint moves the aging date based on the value you enter by adding or subtracting the number of days from the current date, and the transaction may no longer fall on the current (0-30 days) aging range. You can use this parameter if you are testing on static data. Note: It is recommended that you leave this field to
0. If you need to edit this field, enter values between
-9,999 and
9,999 to avoid getting an error.
|
| Maximum number of Projects to display | This field displays 25 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart based on the highest open billing detail amount. For example, if you enter 15 here, only the top 15 projects with the highest open billing detail amount will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" open billing detail amount. For example, if you enter 2,000 here, only projects with at least $2,000 open billing detail amount will be displayed on the dashpart. |
Projects Over x% Funding
Use this table window to view and/or modify the parameters used for the Projects Over x% Funding dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Rate Type | This field displays the rate type and defaults to Target. Select Actual from the drop-down list to display actual revenue amounts on the dashpart. |
| Approaching funding % |
This field displays the percentage by which revenue amount is approaching the funded amount. This defaults to 80%, but you can select a different percentage from the drop-down list. Valid values are from 40% to 95%, in increments of 5%. The value you select on this field displays on the dashpart title on the Reports tab (for example, when you select 50%, the title displays Projects Over 50% Funding). |
| Maximum number of Projects to display | This field displays 10 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to the top "x" projects that meet the Approaching funding % value. For example, if you enter 5 here, only the top five projects with revenue approaching the specified funding percentage will be displayed on the dashpart. Adding too many projects to the chart can make it difficult to read. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to those projects with at least "x" funded amount. For example, if you enter 2,000 here, only projects with at least $2,000 funded amount and meet the Approaching funding % value will be displayed on the dashpart. |
My Links
Use this table window to view and/or modify the parameters used for the My Links dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it. This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it. |
| Sort By |
Select how Costpoint displays the links on the dashpart. Valid options are:
|
Work Assignments for Approval
Use this table window to view and/or modify the parameters used for the Work Assignments for Approval dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of work assignments that display on the dashpart to work assignments with at least "x" charge amount. For example, if you enter 2,000 here, only work assignments with at least $2,000 charge amount will be displayed on the dashpart. |
Standard Bills for Approval
Use this table window to view and/or modify the parameters used for the Standard Bills for Approval dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" standard bill amount. For example, if you enter 2,000 here, only projects with at least $2,000 standard bill amount will be displayed on the dashpart. |
Milestone Invoices for Approval
Use this table window to view and/or modify the parameters used for the Milestone Invoices for Approval dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" milestone invoice amount. For example, if you enter 2,000 here, only projects with at least $2,000 milestone invoice amount will be displayed on the dashpart. |
Pending Expenses
Use this table window to view and/or modify the parameters used for the Pending Expenses dashpart.
| Field | Description |
|---|---|
| Parameter ID | This field displays your user ID by default, but you can modify it especially when you have multiple parameter settings for this dashpart. When adding a new line, ensure that this field has a unique ID to differentiate it from the previous line(s). This field allows up to 15 alphanumeric characters. If your user ID has more than 15 characters, this field displays the first 15 characters by default. |
| Parameter Description | This field displays Default parameters by default, but you can modify it especially when you have multiple parameter settings for this dashpart. It is recommended that you enter a description that best describes the parameter. |
| Rate Type | This field displays the rate type and defaults to Target. Select Actual from the drop-down list to display ITD Actual + Pending amount based on actual rate on the dashpart. |
| Minimum amount to display | This field displays 1,000 by default, but you can modify it. Use this field to limit the number of projects that display on the dashpart to projects with at least "x" ITD Actual + Pending amount. For example, if you enter 2,000 here, only projects with at least $2,000 ITD Actual + Pending amount will be displayed on the dashpart. |