Introduction

Welcome
Learning Objectives

Dashboards

Dashboards Overview
What are Dashboards?
Terminology
My Dashboards
Default Dashboards
Dashpart Types
Dashpart Bases
Drill to Labor/Expenses
Drill to Dashparts
Multiple Chart Type Series
Calculated Fields
KPI

Bases

Project Base Columns
Project Base Resource Planning Values
Project Detail Base
Key Billing Metrics on Project Base
Account Detail Base Columns
Account Base Columns
Employee Base
Firm Base
Memo Base
AR Detail
Reporting

Dashparts

System Dashparts
Dashpart Custom Tooltip
Web URL Dashparts
Demonstration
Conclusion

Progress:

Deltek Vantagepoint Dashboards Series: Dashboard Overview

Course Details

This learning video provides an overview of Deltek Vantagepoint's Dashboard Designer feature.

Duration: 27m

Course Objectives

Describe what Dashboards are
Identify the different types of dashparts and bases
Explain the functions of dashparts and bases

Instructor

JC Barnhart
Deltek Vantagepoint SME and Principal Instructor

Using the Cloudshare and Learning Video+

Previous Next

Follow the steps below to get started:

Test your system on the CloudShare test page. CloudShare is the platform where you will access the training environment.
Follow the training environment instructions on the CloudShare access email.
Once you are on the training environment, click the desktop shortcut for Costpoint.
Log in using the following credentials:

Username: CPADMIN | Password: learning | (Do not enter anything in the System field)

Note: If you need to pause the environment, you can use the Suspend Environment button. Simply log back in whenever you’re ready.

Your training environment access is good for 8 hours over 5 calendar days. You should see the remaining runtime in the upper-left area. Your time will automatically stop after 15 minutes of inactivity.

IMPORTANT: Be sure to log out of Cloudshare after every session.

Try It Yourself

The instructor will demonstrate the steps you need to perform in the Activity Guide. After each demo, you can pause the video and follow the activity on the training environment.

It is recommended that you either print the Activity Guide or project it on a secondary monitor while doing the activities on the training environment.

Access Cloudshare View or download the Activity Guide Get Started