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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate a widget to the Project table

After you configure a widget, associate it with the Project table to show the financial data of a project.

Important:

Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

Before you begin

You should configure a widget before you can associate it with the Project [pm_project] table.

Role required: pps_admin

Procedure

  1. Navigate to All > Project Administration > Widgets.

  2. Open a widget to associate with the Project table.

  3. In the Widget associations related list, click New.

  4. On the form, fill in the fields.

FieldDescription
Association IDRecord to associate to the widget.To access the relevant records, you must select the Tables [sys_db_objects] table in the Table name list and the Project [pm_project] table in the Document list.
Association tableTable to associate to the widget.You must select Table \[sys\_db\_objects\] from the list.
WidgetUnique name of the widget.
OrderPosition of the widget in relation to other widgets in the Financials tab of the Project Workspace. Widgets appear in numeric order with the smallest number listed first.
Display on cardOption to display the widget in the Financials tab.
Include by defaultOption to show the widget by default in the Financials tab.

Parent Topic:Configure a widget for project financial metrics