Creating workspace widgets

  1. Sign in to Infor OS Portal.
  2. Click Add a Workspace in the Workspaces menu.
  3. Click New Workspace > Continue.
  4. Specify a name for your workspace and select Widgets. Click Continue.
  5. Choose an option and click Create.
  6. Click Add Widget.
  7. From the widget catalog, choose and add Business Intelligence – Financial Reporting.
  8. Click Save. You can choose from these widgets:
    • Projects – Budget vs Actual Widget
    • Accounts – Budget vs Actual Widget
    • Accounts – Balance Trend Analysis