Business Initiatives Metrics – Projects State

The Projects State view lets you view pie charts of Business Initiative Projects based on the owner and current state.

If the area allotted to the widget is small, you only see one of the charts. Click the arrows at the sides or the dots at the bottom of the window to switch between the charts.

This page discusses:

Filters

You can filter the widget by state. 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. When you set this filter, the app also applies that filter to any Business Initiatives Metrics widget included on the same tab.

To do so, follow these steps:

  1. Click Filters .
  2. Select one or more states.
  3. Click Apply.

To remove a state from the filter, click the X in the tag.

You can change the widget title to reflect the type of filtered data you selected. For more information, see Setting Preferences.

By Owner

The By Owner pie chart shows all owners of Business Initiative Projects. Hover over any wedge to view the percentage of projects owned by that person.

By State

The By State pie chart shows the how many projects are in which states. Hover over any wedge to view the percentage of projects in that state.

Saving a Snapshot

You can take a snapshot of the widget display and download it as a *.png file to your computer. To do so, follow these steps:

  1. Click Snapshot .
  2. Enter a name for the snapshot.
  3. Click Download. The app opens a file same dialog. Enter a name and select a directory for the snapshot, then click Save.

Printing the View

You can print the current view of the widget. To do so, follow these steps:

  1. Click Print .
  2. Select the required print options.
  3. Click Print.

Emailing the Charts

You can email a picture of the current view of the charts. To do so, follow these steps:

  1. Click Email .
  2. Enter an email address, edit the subject if you want, and enter a message.
  3. Click Send.