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Costpoint Dashboards

By October 21, 2019 No Comments

The ability to quickly view and analyze data can help your company improve productivity, as well as solve recurring issues and prevent new ones. Costpoint’s dashboards allow users to do just that. Costpoint comes with three dashboards, ready for use with very little configuration needed.

Project Manager Dashboard

This dashboard gives a high-level view of project financial status. You can view information such as Accounts Receivable, Billing, and Project Funding at a glance.

The dashboard contains up to eight reports, or “dashparts.” Each user can display them in the order that works best for them. The full list of dashparts for this dashboard include:

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

If you hover over the dashpart, you will be able to see details such as the name of the project or the total amount:

If you need further details, simple click in the dashpart and the system will take you to the appropriate detail screen within Costpoint.

Note: You must have rights to that screen in order to view information on it.

 Organization Manager DashboardThis dashboard gives a high-level view of your organization’s financial status. You can quickly see information such as Open Billing Detail, Accounts Receivable, Labor Utilization, Timesheet Status, and Indirect Expenses for your organization as a whole or by individual Organization.

This dashboard also contains up to eight dashparts which each person can customize as needed. The full list of dashparts for this dashboard include:

AR Over 30 Days AR Current
Open Billing Over 30 Days Current Open Billing
Projects Over x% Funding My Links
Indirect Expenses Labor Utilization
Timesheet Status Project Modifications

Note: You must be licensed for products such as Time & Expense or Budget &Planning in order to view details of certain dashparts in this dashboard.

Finance Manager DashboardThis dashboard gives you the opportunity to review and analyze your organization’s financial status. You can quickly see information such as Open AP, Accounts Receivable, Open Billing, Journal Entries, and transactions that have been entered that are over a specific dollar value such as AP vouchers or journal entries

You can customize up to eight dashparts to view at one time and can hover over or click into the dashpart to see detailed information. The complete list of dashparts for this dashboard include:

AP Over 30 Days Cash Balances
AP Current JE’s Over Approval Limit
AR Over 30 Days My Links
Open Billing Over 30 Days Posted Standard Invoices
Current Open Billing Voucher Over Limit

Note: You must have rights to the specific screens in order to see the details of the information in these dashboards.

For assistance in configuring and using these dashboards, contact Kris Fitzgerald at WJ Technologies at kris.fitzgerald@wjtechnologies.com.