Financial Widget

What it Shows

The widget includes interactive charts and a collapsible data grid that respond to the same date range and configuration settings.

Available financial data series include:

• Actuals – money already spent

• Commitments – money contractually obligated but not yet spent

• Actuals & Commitments – combined as a single series

• Budget – approved or saved budget figures

• Forecast – saved, approved, or remaining forecast values

• Variance Comparisons – Budget vs Actual, Forecast vs Actual, and related cumulative comparisons

• Changes Over Time – period-by-period metric changes across iterations

• Revenue and Custom Calculated Values when enabled by administrators

Three Modes of Data

Time Granularity

Financial data can be viewed using the following time levels:

• Period – month by month or system-defined fiscal periods

• Quarter

• Financial Year

The Data Grid

• Rows with all-zero values can be hidden.

• The grid can be exported to Excel.

• Column visibility and ordering can be adjusted by users.

Multi-Currency Support

When multi-currency is enabled, the widget reads the current dashboard currency session value and converts figures accordingly.

Sub-Project Rollup

The widget can show data for only the current project or roll up values across all sub-projects. For Executive and Strategy Dashboards, it reads the ExecutiveDashboardProjects session collection.

Export

• Image and PDF export are supported through the Telerik client-side export manager.

• Excel export is supported through the grid’s built-in export capability.

Where to Find the Financial Management Widget

1. Navigate to a Project Dashboard, Executive Dashboard, or Strategy Dashboard.

2. If the widget is already added, it appears as the Financial Management panel.

3. If it has not been added, use the dashboard’s Add Widget controls and select Financial Management.

Accessing Widget Settings

• Click the Widget Settings gear or link on the widget header.

• If the widget has just been added, click the Widget Settings link inside the unconfigured message.

• The settings dialog opens with Settings and Graph Options tabs.

Configuring the Widget — Settings Tab

Configuring the Widget — Graph Options Tab

• A colour picker grid displays each selected series.

• Click the colour swatch next to a series to change its chart colour.

• For each line series, select a Plot Option to control which periods display values.

• Click Save to persist colour and plot option changes.

Reading the Charts

• The Financial Analysis chart shows period-by-period figures as columns.

• The Cumulative Financial Analysis chart shows running totals as smooth line series.

• Variance or comparison series can display as column series on a secondary axis.

• Hover over any bar or point to view the exact value, period label, and series name.

• X-axis labels step automatically when many periods are shown.

• Y-axis numbers use the selected abbreviation setting.

Reading the Grid

• Click the expand icon to open the data grid below the charts.

• By Account Code groups rows by account sub-group and shows subtotals.

• By Project shows one row per project with all financial columns.

• Use the Export to Excel button to download the grid.

Common Gotchas

• If the widget shows “Please configure the widget in Widget Settings”, open settings and select at least one data series.

• If it shows “Charts not shown as there are multiple currencies”, switch to a base currency from the dashboard currency selector.

• If the By Account Code grid is blank with a currency message, switch to a base currency or use the By Project view.

• If an expected option, such as Forecast, does not appear in the swap list, it may be disabled in the system’s Financial Management configuration. Contact your administrator.