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

Planning

The Planning folder includes packages and standard reports for Costpoint Planning users.

The contents of this folder are available to the following user groups:
  • CER All
  • CER Planning (Projects)
  • CER Planning (Projects) Secure

You can supplement standard Costpoint Planning reports with:

  • Predefined reports in the reporting package

  • Production reports that you create for your firm using Costpoint Business Intelligence and the Planning model

  • Ad hoc reports that you create for specialized or one-time reporting needs

This chapter also provides:

  • An overview of the Framework Manager model for Planning

  • A description of the optional security that can be applied to control access to data in the Planning model.

  • Procedures for reconciling data on the Costpoint Business Intelligence reports with data in Costpoint Planning

The following standard reports are in the Planning folder:

  • BnP PSR Trending Analysis
  • Burdened Labor Costs by Project
  • Labor Utilization
  • Labor Utilization Drill-through
  • Labor Variance by PLC
  • Pending Charges Detail Report
  • Project Labor Hours Status
  • Project Report with Labor Detail
  • Project Status Cost Summary
  • Project Subcontractor Status
  • Real Time Project Status Report
  • Revenue Forecast
  • T&M Profitability
Attention: Due to performance issues, the Org Mgr Planning Performance Analytics and PM Planning Performance Analytics dashboards that resided in the Planning folder in previous versions of CBI have been replaced with dashboards in the SMART AI area. You can access these dashboards in Team Content > SMART AI Admin > SMART AI > Planning. Refer to the Costpoint Business Intelligence SMART AI Guide for more information.