FiltersYou can filter the widget by target date or duration. The filter optimizes the initial data set so that it displays faster. The filter remains in effect between sessions so you only need to set it once unless you want to change it. To do so, follow these steps:
You can change the widget title to reflect the type of filtered data you selected. For more information, see Setting Preferences. Graph ViewClick Graph to view the documents as a graph. The graph plots the target launch date (X-axis) and the Proposed Investment (Y-axis). Today's date shows as a red vertical line in the graph. The graph shows each Business Document as a bubble. The size of the bubble is based on the revenue value, as compared to other Business Documents in the graph. The color of the bubble relates to the state of the Business Initiative Project. Hover over the bubble to view this information about that Business Document:
Click on any bubble to view the details of that Business Document. The chart slides off and the small tile and ID card display with the Properties for the Business Document. Tile ViewClick to view the Business Documents as an array of small tiles. When you click a tile, the small tile moves to the left pane and shows details about that Business Document in the right pane. The details include these items:
Small TileWhen viewing the tasks as tiles, you see the list pane with a small tile for each task and the details pane. The small tile includes this basic information:
ID CardWhen you click a small tile, the ID card slides into view. The ID card includes these details:
To work with the Business Document, you can perform these actions:
Business Document PropertiesThe Properties tab shows property details of the document. For more information, see Business Document Properties. Impacted Business UnitThe Impacted Business Unit tab shows a table of business units added to the document as being impacted by that document. The table includes these columns:
Saving a SnapshotYou can take a snapshot of the widget display and download it as a *.png file to your computer. To do so, follow these steps:
Printing the ViewYou can print the current view of the widget. To do so, follow these steps:
Emailing the ChartsYou can email a picture of the current view of the charts. To do so, follow these steps:
|