There are several new portal widgets available in Finance V2.0 to enable you to customise your budget display
These include the following
- Budget Analytics – this shows a graphic view of changes to your budget over time.
- Budget Summary - this allows you to display the full budget in read-only mode on your portals
- Budget Status - shows a rolled up view of all budgets configured
- List Views - there are dedicated list view providers to enable you to display budget transactions
Budget Analytics
The Budget Analytics widget enables you to specify the following configuration settings
| SETTING | Description |
|---|---|
| Show Budget Summary Widget |
Specifies whether the following widget should be shown
|
| Show Budget Movements widget |
Specifies whether the following widget should be shown
|
| Budget Structure | Enables you to specify the budget structure that is displayed |
| Value Column | Enables you to specify the Position that will be displayed in the charts |
| Display Level | If your chosen Budget Structure includes a roll-up then you can optionally choose at what level it should be displayed |
Budget Summary
The Budget Summary widget shows a view of your Budgets within a portal.
This view is enabled by adding the following widget to your portal definition.
The Budget Summary enables you to specify the following configuration settings
| SETTING | DESCRIPTION |
|---|---|
| Budget Structure | Enables you to specify the budget structure that is displayed |
| Value Display Name in Widget Header |
Enables you to specify whether the fullname of the budget is shown in the widget chrome
|
| Show Related Structures |
If enabled users will be able to “switch” between budget structures within the portal page view this menu
|
| Show Phase Change | If enabled users will be able to change phase from the widget |
You can also configure whether notes and documents can be added to a budget.
Budget Status
The Budget Status widget is often configured on Matter home pages to show a summary across various budgets
This view is enabled by adding the following widget to your portal definition.
List View - Budget Transactions Log
There is a new list view provider available to create list views from “Budget Transactions Log”
Like any other list view provider, you can then use this to create a new list view from modeller -> list views
This list view provider provides the following filter options to enable you to provide specific list views
| SCREENSHOT | FILTER & DESCRIPTION |
|---|---|
 |
Budget Structure Filter Using this filter setting you can configure
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