Configure a widget for project financial metrics

task australia Updated Sep 10, 2026 1 min read configure-widget-project-financials.md
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Configure a widget to view and track the financial metrics of a project on the Financials tab of the Project Workspace page.

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

Role required: pps_admin

Procedure

  1. Navigate to All > Project Administration > Widgets.

  2. Click New.

  3. On the form, fill in the fields.

Field

Description

Name

Unique name for the widget.

Scripted

Option for indicating the value on the widget is from a code script.By default, this option is selected and is read-only.

Show Label

Option for displaying either the label or the color indicator.If you clear the check box, the Color field appears and you can set the color.

Active

Option for indicating the status of the widget.Only active widgets can be shown on the Financials tab of the Project Workspace.

Parent widget

Widget that is the parent of the current widget.The current widget displays in the Child widgets related list of the selected widget.

You can add a maximum of three child widgets for a parent widget.

Formatter required

Option for specifying whether a currency formatter is required for the widget.

Script

Code script that returns a requested metric value that is displayed on the widget.

In the script, use the context and filter objects. The context object contains all of the project financial fields, such as capex_costs, opex_costs, and budget_cost.

The following sample script returns the Estimate At Completion metric value of a project to appear on the widget.

JavaScript
var context = JSON.parse(context);var filter = context.filters;
var now_GR = new GlideRecord('pm_project');gr.addEncodedQuery(filter['pm_project']);gr.query();if(gr.next())   gr.getValue('forecast_cost');Collapse

Short description

Description of the widget.

## What to do next

Associate the widget to the Project table.

Parent Topic:View and manage project financial plans

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