Widgets & Groups

Formatting Groups

In Design Mode, use the dots to drag a Group and all its widgets to a new location on the Dashboard.

The default Group name in the title bar comes from its Scope. A Group’s default name doesn’t appear on the Dashboard. Enter a name for the Group if you would like one displayed.

To the right of the title bar, Group Filter opens the modal where Scope and Filtering are defined. Scope and Filtering are optional for a Group. When they are applied, all the Widgets in the Group inherit its settings.

The last icon on the right has Group Options which includes Size, +Widget, Duplicate, Delete. Duplicating or deleting a Group includes the Group and all its Widgets. The Group’s size can span the full width of the Dashboard, or half.

Formatting Widgets

Use the dots to drag a Widget to another location in the Group or move it to another Group.

The default Widget name in the title bar comes from its Scope. This is the name that will appear on the Dashboard unless you enter a name of your own. This can also be entered in Settings.

To the right of the title bar, More Detail performs the action defined in Widget Settings. Clicking a widget can expand into a View on the Dashboard, open a Plan Item Edit Panel or navigate to another View in the Workspace.

Settings gear opens the modal for defining Scope, Filters and Widget Settings. Scope and Filtering are optional for most widgets. Each widget’s settings are explained later in this lesson.

The last icon on the right has Widget Options including Settings, Size, Duplicate, Delete. The Widget can span the full width of the Group, or half. Four widgets can span the width of a Dashboard when they are set to Half Size.

Widget Title: incorporate filter parameters in the title so viewers understand which plan items are included in the widget and its Changes View.

Widget scope is optional. Use it to narrow scope and filters inherited from Group and Dashboard settings.

Interactivity in View Mode: clicking a Task link opens the Edit Panel. Clicking a Project or Sub-Folder navigates to the task list in Project View. Clicking a Package takes you to its Package View.

Click to expand the widget 

When viewers click the Changes Widget in View Mode, it expands to show all plan items captured within the Widget Scope, plus scope and filters on the Group and Dashboard. See the Changes & Deleted Items lesson for more about monitoring workspace updates.

Return to View Mode by clicking the orange button at the top of the screen.

Widget Title: add a title that catches your viewers’ attention.

Create tables in the widget or paste in spreadsheet data from other programs such as Excel.

Use the Help tab in the widget editor to explore shortcuts, keyboard navigation and plugins.

Scope and Filters: this widget doesn’t require scope and it isn’t affected by scope and filtering on the Group or Dashboard.

Save closes the editor and returns to Design Mode.

Interactivity in View Mode: click on the widget to open the editor and update the note without going to Design Mode. Project Manager access required.

Widget Title: incorporate filter parameters in the title so viewers understand which plan items insights are being displayed.

Scope: this widget needs to be linked to a plan item through either the Widget, Group or Dashboard scope. If scope has not been set in at least one area, a warning appears:  Scope needs attention.

Insights Widget Dashboard View

The Insights widget displays Schedule and Work Metrics. The metrics are roll ups calculated from the widget’s scope. If a metric’s value is 0 the insight is grayed out. Jump from the Dashboard to another view using the Schedule, Workload, Board and Grid buttons.

Total Hours is represented by the calculator. The equation for Total Work is Hours Logged + Remaining Estimate = Total Work. Hours are presented as a range with the mean in parenthesis in the upper row. When a Work Limit is set the Delta is displayed. The insight turns red when Total Work is more than the Work Limit. Negative Work Deltas mean Total Work is under the Work Limit (that’s a good thing!).

Remaining Hours are represented by the map with a location dot. Hours are presented as a range, with the mean in parenthesis on the upper row. Remaining estimate is used to calculate expected Start and Finish dates. The estimate decrements automatically when people track time.

Target Finish is the deadline date.

Expected Finish date is calculated by the algorithm. When a Target Finish date is set, the Target Date Delta is displayed. When Expected Finish is after the Target Finish, the insight turns red. A positive Delta is the number of days past the Target Finish date.

Logged Hours are represented by the briefcase with a timer.

Uncertain Hours are represented by a sensor cloud. This metric represents the difference in hours between the best case and worst-case estimates. Some uncertainty should be expected, but if you’re concerned about the gap between Expected Finish and Latest Finish, then these hours need to be reduced.

Sliders represent the Total Percent Complete in hours and tasks. Percentages increase as hours are logged and tasks are marked done.

Unused Hours are represented by the person with the timer. These are the hours left over from assignments marked done before the Remaining Estimate reached 0-0. They can be allocated to other work.

Clipped Hours are represented by a fire sensor. These are the hours that won’t be completed because the Target Finish date is set to “Stop Scheduling.”

Widget Title: include the plan item and note field names in the widget title so viewers know what they’re looking at.

Scope: this widget needs to be linked to a plan item through either the Widget, Group or Dashboard scope. If scope has not been set in at least one area, a warning appears:   Scope needs attention.

Link To: select the Note to display. Be sure to select a plan item that falls within the scope set on the Dashboard, Group or Widget.   Scope needs attention appears when you link to a note on a plan item that is outside their boundaries. If you forget to link the note after setting the scope, “Linked Note could not render” displays. Open settings and select a note to clear the error.

Save closes the editor and returns to Design Mode.

Interactivity in View Mode: click on the widget to open the editor and update the note without going to Design Mode. Project Manager access required.