Workspace widgets

Workspace widgets are small tool applications integrated into a workspace, offering quick access to key information, tasks, and functions. The widgets can be customized to display relevant data, perform specific actions, or provide insights without requiring you to leave the main workspace.

These are the available widgets:

Widget Description
Staff Accountant: Balance Trend Analysis Analyzes and visualizes balance trends over time to aid in financial monitoring and decision-making.
Staff Accountant: Budget vs. Actual (BVA) Widget for Accounts Compares budgeted amounts with actual spending to enhance financial tracking and management.
Projects Workspace: Budget to Actual Compares project budgets with actual spending, tailored for project managers and principal investigators.

Widget menu options

These menus are available in Workspace widgets:

Widget Menu Description
Sort Budget
  • Option 1: Low to High
  • Option 2: High to Low

The user can sort the budget Low to High or High to Low. The graph will adjust to the selected option, displaying data in ascending or descending order.

Note: This option is only available in Projects Workspace: Budget to Actual Widget and Budget Vs Actual (BVA) Widget for Accounts.
Variance
  • Option 1: Low to High
  • Option 2: High to Low

The user can sort the variance Low to High or High to Low. The graph will adjust to the selected option, displaying data in ascending or descending order.

Note: This option is only available in Projects Workspace: Budget to Actual Widget and Budget Vs Actual (BVA) Widget for Accounts.
Filter Show > Variance
  • Option 1: Variance
  • Option 2: Analysis

Show > Variance: Selected by default. When enabled, the graph will display variance values, and the legend for variance will also be shown.

Show > Analysis: When enabled, the graph will display analysis values, and the legend for analysis will also be shown.

Note: This option is only available in Budget Vs Actual (BVA) Widget for Accounts.
  • Option 1: Variance
  • Option 2: Remaining

If 'Show Variance' is selected, the graph will display Budget, Actual, and Variance.

If 'Show Remaining' is selected, the graph will display Budget, Actual, Remaining, Total Obligations, Encumbrances, and Commitments.

Note: This option is only available in Projects Workspace: Budget to Actual Widget.

Show > Variance Top 5

Show > Top 5 accounts
  • Option 1: Top 5
  • Option 2: Top 10

The user can select either Top 5 or Top 10 accounts based on the selected option.

Note: This option is only available in Budget Vs Actual (BVA) Widget for Accounts and Balance Trend Analysis Widget.
Show > All Accounts
  • Option 1: All Accounts
  • Option 2: Revenues
  • Option 3: Expenditures

The user can choose which accounts to display in the graph, showing either all accounts or selecting specific ones like Revenues or Expenditures.

Note: This option is only available in Budget Vs Actual (BVA) Widget for Accounts and Balance Trend Analysis Widget.
Show > Select Period User can select the period to display in the graph.
Note: This option is only available in Budget Vs Actual (BVA) Widget for Accounts and Balance Trend Analysis Widget.
Show > Watched by All This selection has options only if the user has added watchers to the transaction in the Workspace Widget. The graph will display based on the selected watcher or can display for all watchers.
Note: This option is only available in Projects Workspace: Budget to Actual Widget.
Show > Ending within 30 days This selection has two options:
  • Due Within 30 Days
  • Due Within 60 Days

If one of these options is selected, the graph will display transactions within the chosen period.

Note: This option is only available in Projects Workspace: Budget to Actual Widget.
Select Scenario
  • Option 1: Actual
  • Option 2: Budget

The user has an option to select Actual and Budget transactions that will display in the graph.

Note: This option is only available in Projects Workspace: Budget to Actual Widget and Budget Vs Actual (BVA) Widget for Accounts.
Export Export to Excel The user can choose to export the data as Excel.
Note: This option applies to all widgets.
Export to PDF The user can choose to export the data as Excel.
Note: This option applies to all widgets.