Configure a widget for project financial metrics

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 3분

    • Configure a widget to view and track the financial metrics of a project on the Financials tab of the Project Workspace page.

    중요사항:

    Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

    시작하기 전에

    Role required: pps_admin

    프로시저

    1. Navigate to All > Project Administration > Widgets.
    2. Click New.
    3. On the form, fill in the fields.
      표 1. Widget form
      Field Description
      Name Unique name for the widget.
      Scripted Option for indicating the value on the widget is from a code script.

      By default, this option is selected and is read-only.
      Show Label Option for displaying either the label or the color indicator.

      If you clear the check box, the Color field appears and you can set the color.
      Active Option for indicating the status of the widget.

      Only active widgets can be shown on the Financials tab of the Project Workspace.
      Parent widget Widget that is the parent of the current widget.

      The current widget displays in the Child widgets related list of the selected widget.

      You can add a maximum of three child widgets for a parent widget.
      Formatter required Option for specifying whether a currency formatter is required for the widget.
      Script

      Code script that returns a requested metric value that is displayed on the widget.

      In the script, use the context and filter objects. The context object contains all of the project financial fields, such as capex_costs, opex_costs, and budget_cost.

      The following sample script returns the Estimate At Completion metric value of a project to appear on the widget.

      var context = JSON.parse(context);
var filter = context.filters;

var now_GR = new GlideRecord('pm_project');
gr.addEncodedQuery(filter['pm_project']);
gr.query();
if(gr.next())
	gr.getValue('forecast_cost');
Collapse
      Short description Description of the widget.

    다음에 수행할 작업

    Associate the widget to the Project table.