Configure a widget and associate it with project

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Enable and associate a widget to view financial summary of work items at a high-level.

    시작하기 전에

    Role required: admin

    프로시저

    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.