Analytics tab on Project Workspace

pramodkumar
Tera Expert

When we open Project Workspace and open any record(project), there are 6 tabs on the top and first being Analytics.

The analytics tab contains Status, Percent Complete, Risks, Issues, Actions and Change Requests. Can someone help me how this records populate and if we need to customize this analytics tab where do we need to configure.

 

 

 

 

 

Thanks!

4 REPLIES 4

Mike Allen
Mega Sage

Risk, issues, actions, and change requests are all records that are in the related lists of the project.

 

Percent complete is part of the project, too.  It is calculated from the project tasks' percent complete field.

 

Status is pulled from the status reports of the project, which is a related list.

 

I do not believe you should modify this workbench.  At best, you should clone it, but leave the OOB version alone.

Harsha Lanka
ServiceNow Employee
ServiceNow Employee

As mike said,

Status, Percent Complete derives from the Project and Risk, issues, actions, and change requests are all records that are in the related lists of the project.

If you want to customize or view the information of these widgets ->

In app navigator -> Performance Analytics -> Dashboards -> All dashboards -> 'Project Manager Summary  Dashboard'

At best, It is recommended to not to modify the OOB version of this dashboard.

Sheila Llewelly
Tera Expert

What you are looking at is the Project Workbench. Each of these tabs roll up from an action made to the project. When you click the drop down menu, you can choose which project to see the analytics. I do not advise customizing this information as OOB it was configured for the best use of the Workbench.