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 Use this widget to analyze and visualize balance trends over time to aid in financial monitoring and decision-making.
Staff Accountant: Budget vs. Actual (BVA) Widget for Accounts Use this widget to compare budgeted amounts with actual spending to enhance financial tracking and management.
Projects Workspace: Budget to Actual Use this widget to compare project budgets with actual spending, for use by 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

You can sort the budget Low to High or High to Low. The graph adjusts 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 or BVA Widget for Accounts.
Variance
  • Option 1: Low to High
  • Option 2: High to Low

You can sort the variance Low to High or High to Low. The graph adjusts 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 or BVA Widget for Accounts.
Filter Show > Variance
  • Option 1: Variance
  • Option 2: Analysis

Show > Variance: Selected by default. When enabled, the graph displays variance values and the legend for variance.

Show > Analysis. When enabled, the graph displays analysis values and the legend for analysis.

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

If Show Variance is selected, the graph displays budget, actual, and variance.

If Show Remaining is selected, the graph displays 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

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

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

You can choose which accounts to display in the graph, showing either all accounts or specific ones like revenues or expenditures.

Note: This option is only available in Budget Vs Actual or BVA Widget for Accounts and Balance Trend Analysis Widget.
Show > Select Period You can select the period to display in the graph.
Note: This option is only available in Budget Vs Actual or BVA Widget for Accounts and Balance Trend Analysis Widget.
Show > Watched by All This selection has options only if you added watchers to the transaction in the Workspace Widget. The graph displays based on the selected watcher or 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 displays transactions within the period that you selected.

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

You can select Actual and Budget transactions to 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 You can choose to export the data as Excel.
Note: This option applies to all widgets.
Export to PDF You can choose to export the data as Excel.
Note: This option applies to all widgets.