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Configure a widget for project financial metrics

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Configure a widget for project financial metrics

Configure a widget to view and track the financial metrics of a project on the Financials tab of the Project Workspace page.

Before you begin

Role required: pps_admin

Procedure

  1. Navigate to Project Administration > Widgets.
  2. Click New.
  3. On the form, fill in the fields.
    Table 1. Widget form fields
    Field Description
    Name Unique name for the widget.
    Scripted Option for indicating the value on the widget is from a code script.

    By default, this option is selected and is read-only.

    Show Label Option for displaying either the label or the color indicator.

    If you clear the check box, the Color field appears and you can set the color.

    Active Option for indicating the status of the widget.

    Only active widgets can be shown on the Financials tab of the Project Workspace.

    Parent widget Widget that is the parent of the current widget.

    The current widget displays in the Child widgets related list of the selected widget.

    You can add a maximum of three child widgets for a parent widget.

    Formatter required Option for specifying whether a currency formatter is required for the widget.
    Script Code script that returns a string that is displayed on the widget.

    In the script, use the context and filter objects. The context object has all of the project financial fields, such as capex_costs, opex_costs, and budget_cost.

    The following sample script returns the Estimate At Completion metric value of a project to appear on the widget.

    var context = JSON.parse(context);
    var filter = context.filters;
    
    var gr = new GlideRecord('pm_project');
    gr.addEncodedQuery(filter['pm_project']);
    gr.query();
    if(gr.next())
    	gr.getValue('forecast_cost');
    Collapse
    Short description Description of the widget.

What to do next

Associate the widget to the Project table.

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