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Overview
Gridgets provide the ability to utilize Data Grid Charts on the Dashboard.
Key Concepts
| • | To Create New Gridgets click Manage>Gridgets from the toolbar. The name of the Gridget, and the query/additional options can be specified there. |
| • | Gridgets allow users to interact with data in an Excel-like, editable grid and enables interactive reporting with drill-through. |
| • | Gridgets can be used to drive other Dashboard charts, work flows and other processes. More on Gridgets |
Field Descriptions
| • | Check All - When selected, all of the Gridget in the grid will be set to "Allowed". |
| • | Allowed - When checked, the item will be available for use when configuring a Dashboard for the Dashboard Group |
| • | Gridget - List of Gridget that are available for use. |
| • | System - When checked, the item is a system item. When unchecked, it is a custom item. |
Gridget Descriptions
Below is a description of a sampling of system Gridgets:
| • | Clients-Active - Displays a dynamic list of active Clients and can be filtered by Client Code or Name. Double clicking in either the Code or Name fields launches the Client applet and loads the selected Client record. |
| • | Employees-Active - Displays a dynamic list of active Employees and can be filtered by Employee Code or Name. Double clicking in either the Code or Name fields launches the Employee applet and loads the selected Employee record. |
| • | Expense Sheet-Approver - Displays a list of all submitted but unapproved Expense Sheets for employees where the logged in user is the Time/Expense Approver- default or alternate. Double clicking the listed Expense Sheet loads the detail in the Expense Sheet - Approver Detail Gridget. Other options include: |
| o | Open - Opens the listed Expense Sheet in the Expense Sheets Applet |
| o | Approve - Approves the selected Expense Sheet |
| o | Reject - Prompts for a rejection reason and, if given, Rejects the selected Expense Sheet |
| • | Expense Sheet-Approver Detail - This is a dynamic child of the Expense Sheet - Approver Gridget and displays the detail for the currently selected row. |
| • | Projects-Recent - This displays Project information for projects added to InFocus within the past week. Other options include: |
| o | Edit - Launches a prompt which allows the user to quickly update project information from the Dashboard. |
| o | View - Launches the selected Project in the Projects applet |
| o | Plan - Launches the selected Project in Project Planning |
| o | Central - Launches the selected Project in Project Central |
| • | Time Sheet-Approver - Displays a list of all submitted but unapproved Time Sheets for employees where the logged in user is the Time/Expense Approver- default or alternate. Double clicking the listed Time Sheet loads the detail in the Time Sheet - Approver Detail Gridget. Other options include: |
| o | Open - Opens the listed Time Sheet in the Timesheets Applet |
| o | Approve - Approves the selected Time Sheet |
| o | Reject - Prompts for a rejection reason and, if given, Rejects the selected Time Sheet |
| • | Time Sheet-Approver Detail - This is a dynamic child of the Time Sheet - Approver Gridget and displays the detail for the currently selected row. |
| • | Trial Balance-Summary - Clicking the Refresh button on this Gridget launches a dialogue that allows the user to run a Trial Balance summary for a specified date range. Filter options include: |
| o | Include End of Year entries |
| • | Trial Balance-Detail - This is a dynamic child of the Trial Balance - Summary Gridget and displays the detail of the selected account. Additionally, this Gridget includes clickable links to the Journal line items displayed on the grid. |
| • | Utilization by Org-Summary - Clicking the Refresh button on this Gridget launches a dialogue that returns Utilization information grouped by Organizational Unit. Filter options include: |
| o | Start Date - Starting work date as compared to time sheets |
| o | End Date - Starting work date as compared to time sheets |
| o | Method - Work hours or bill hours as store in time sheets |
| o | Group By - Level of org structure |
| o | Exclude Holidays - Exclude time entries on date in holiday calendar |
| o | Exclude Benefit Projects - Exclude time entries against projects set up in benefit accrual |
Note - Gridget results are based off of employee home org. stored in time sheet that is derived from employee setup at time of time sheet entry. Exclude options exclude those hours from both actual and goal amounts
| o | Summary Grid Columns include: |
| o | Goal % - Target Pct from employee set up |
| o | Actual % - Total hours against direct projects divided by total hours |
| o | Direct - Total hours against projects with a charge type of billable |
| o | Total - Total, hours regardless of project charge type |
| o | Goal Amount - Weeks day (Monday thru Friday) multiplied by standard hours from Global Settings |
| o | multiplied by target PCT. Only weekdays with hours entered are included |
| o | Goal Variance - Direct less goal amount |
| • | Utilization by Org-Detail - This is a dynamic child of the Utilization by Org - Summary Gridget and displays the detail of the selected row- by Employee. |
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