Configure a widget and associate it with project

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: admin

    Procedimento

    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.