Configure a widget and associate it with project

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Enable and associate a widget to view financial summary of your projects at high-level.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Project Administration > Widgets.
    2. Select New.
    3. On the Widget New Record form, fill the fields.
      For a description of the field names, see Widget New Record form.
    4. Select the Additional actions menu and select Save
    5. In the Widget associations related list, select New.
    6. On the Widget association New Record form, fill the fields.
      For a description of the field names, see Widget association form.
    7. Select Submit.