✔
Available
on Free Forever, Starter, Deliver, Grow, and
Scale subscriptions
Within Teamwork.com, you can add a
project
budget panel to your custom dashboards
based on the existing budgets on your
projects.
In the My Work area of your site,
select the Dashboards tab from
the horizontal navigation menu.
When creating or
editing a dashboard, you can
choose Project budgets from
the panel type dropdown in the Panels
tab.
Once selected, you can set a name for the
panel before adding or updating the
dashboard.
Once the panel is added to your
dashboard, you will see a bar chart with
individual bars representing various
percentages of budget capacity.
You can click each bar to open a
quick view detailing the project(s) whose
budget capacity currently sits in the selected
range.
Managing budget panels
To manage an existing budget panel
on your dashboard, hover over the panel to
reveal three dots in the upper right. When you
click the three dots, you can either edit or
delete the panel.
- Edit - update the name of the panel.
- Delete - remove the panel from the
dashboard.
Additional options
For accounts on legacy Enterprise
subscriptions, you can access additional
customization
options while editing the
panel.
When you choose the Edit option on
a panel, a modal will open with sections
for Filters and Display.
In the Display tab, you can choose to
display the panel in grid or full
width view mode.
You can also customize the
ranges applied to the panel. Hover over
any existing range to reveal edit and
delete options.
In the Ranges section,
click Add Range to add a
new range to the panel.
An additional modal will open where
you can set a range type, start and end point,
and color.
When viewing the panel in your
dashboard, you will also have the option to
duplicate the budget panel via the options
menu.
1. Also
available on legacy
subscriptions: Pro, Premium,
Enterprise.