PPM Project Workspace > Financials 'widgets'

[sndangibbard]

When you open the Project Workspace and go to the Financials tab you see several blocks that look similar to what you see on the Investment Portal:

I cannot find where these are defined, does anyone know if it's possible to modify these or (ideally) add a new one?

Thanks

Dan

[Pradnyesh]

Hello @Vinay3 
I tried that with changing the order of widget from Project Administration - Widgets but it's not working.

[cloudboy]

Hi Dan,

You can configure Investment portal widgets, from the main menu search - investment portal widgets & after clicking you can see multiple widgets and can be configured, i am able to add one card under investment portal and modify existing also. Those are called portal board widgets.

Best Regards.

[Chad B]

Hi,

I have a similar question as the original post, are they defined anywhere?  As in I'd like to understand how each is calculated and what the source data is for those calculations.  Is this documented anywhere?

Thanks!

[Sunil B N]

Most fields are directly 1-1 mapping of pm_project fields. Capex/Opex fields are calculated fields. They are derived from Cost plans of the selected project.

[Edoardo Gattei]

You can edit those by accessing sn_app_widget table