Project Budget Variance Component

Owned by amani imtiyas
Last updated: Feb 21, 2024
3 min read

This article contains:

1. Overview

  • This component will display all the fields and Budget Figures of Portfolio Cost Tracker in cammsproject. 

  • This is a portfolio level component in Cammsengage. 

  • The front end of the Budget Variance Component will be as follows: 

Figure 1.1

2. Admin Configuration of Project Budget Variance Component 

Figure 1.2

  1.  

    Title – A title can be added to the component, which will display above the component on the dashboard. 

  2. Description – You can add a description to the component. Description will be visible above the component on your dashboard. 

  3. Which Project Should be Included – You can select which projects to be displayed in the edit grid, either directly linked projects or rollup projects. (Has been explained in ‘Project List’ component) 

  4. Search Bar- You can search for a project by entering text on the type in search bar placed about. 

  • All the projects based on the above selection will be listed down in the Project configuration grid. 

 

  1. Project Name – This refers to the project name added in Camms.Project. 

  2. Description – This refers to the project description added in Camms.Project against each project. 

  3. Hierarchy Node – This refers to the hierarchy node which the task is linked to. This will be shown only if he ‘Roll Up’ option is selected. 

  4. Visibility- You can enable the visibility toggle button to show the Project on the dashboard. The toggle button is disable by default. 

  • This component will have the ‘Project Filtration’ option as it is in the Project List component.  

 

  • You can configure the fields to be shown in the ‘Project Budget Variance View’ of your dashboard by clicking on the configure icon of the ‘Project Budget Variance’ component. 

  • Apply to – This dropdown will allow you to apply the configurations dashboard wise, component wise or page wise at once.  Default value will be ‘Apply to dashboard’. You have the ability to select the required option from the dropdown. This dropdown will be available underneath every configuration grid.

  • Freeze 'Project Code' and 'Project Name' columns in the Project Budget Variance - If you enable this toggle button, you can see the Project Code and Project Name columns as the first two columns in the project budget variance, and even when you scroll horizontally, those two columns would remain the same.

  1. Field Name - Refers to the field name in Camms.Strategy. 

  2. Label Name – Refers to the field name to be displayed on the dashboard, you can edit this as per your choice. 

  3. Visibility – Enable the visibility Toggle button to make the fields visible on the dashboard. The Toggle button will be disabled by default. All the fields will be enabled by switching on the Toggle button next to ‘Visibility’ label in the header of the configuration grid.

  4. You can arrange the field order by simply dragging and dropping the fields. Doing this will reflect the sequence you set in the admin panel onto the task list view on the dashboard.  

  • You can click Save button once the changes have been done. 

 

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