Configure a widget and associate it with project
task australia Updated Sep 10, 2026 1 min read configure-financial-widgets.md
Enable and associate a widget to view financial summary of work items at a high-level.
Before you begin
Role required: admin
Procedure
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Navigate to All > Project Administration > Widgets.
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Select New.
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On the Widget New Record form, fill the fields.
For a description of the field names, see Widget New Record form.
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Select the Additional actions menu and select Save
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In the Widget associations related list, select New.
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On the Widget association New Record form, fill the fields.
For a description of the field names, see Widget association form.
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Select Submit.
44 lines · 1.7 KB
---
title: Configure a widget and associate it with project
description: Enable and associate a widget to view financial summary of work items at a high-level.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/configure-financial-widgets.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure financials for planning items Strategic Planning, Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---
# Configure a widget and associate it with project
Enable and associate a widget to view financial summary of work items at a high-level.
## Before you begin
Role required: admin
## Procedure
1. Navigate to **All** > **Project Administration** > **Widgets**.
2. Select **New**.
3. On the Widget New Record form, fill the fields.
For a description of the field names, see [Widget New Record form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/widget-new-record-form.md).
4. Select the **Additional actions menu** and select **Save**
5. In the Widget associations related list, select **New**.
6. On the Widget association New Record form, fill the fields.
For a description of the field names, see [Widget association form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/widget-association-form-spw-fin.md).
7. Select **Submit**.
| title | Configure a widget and associate it with project |
| description | Enable and associate a widget to view financial summary of work items at a high-level. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/configure-financial-widgets.html |
| release | australia |
| product | Scenario Planning in SPW |
| classification | scenario-planning-in-spw |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure financials for planning items Strategic PlanningConfigurePortfolio Planning in Strategic Planning WorkspaceStrategic PlanningStrategic Portfolio Management |