Associate a widget to the Project table

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • After you configure a widget, associate it with the Project table to show the financial data of a project.

    Before you begin

    You should configure a widget before you can associate it with the Project [[pm_project] table.

    Role required: pps_admin

    Procedure

    1. Navigate to All > Project Administration > Widgets.
    2. Open a widget to associate with the Project table.
    3. In the Widget associations related list, click New.
    4. On the form, fill in the fields.
      Table 1. Widget association form
      Field Description
      Association ID Record to associate to the widget.

      To access the relevant records, you must select the Tables [sys_db_objects] table in the Table name list and the Project [pm_project] table in the Document list.
      Association table Table to associate to the widget.

      You must select Table [sys_db_objects] from the list.
      Widget Unique name of the widget.
      Order Position of the widget in relation to other widgets in the Financials tab of the Project Workspace.

      Widgets appear in numeric order with the smallest number listed first.
      Display on card Option to display the widget in the Financials tab.
      Include by default Option to show the widget by default in the Financials tab.