Share this page

# Configure widgets

After you add widgets in a what-if layout template, configure the settings for each widget.

In this topic:

## Configure chart widgets

Use chart widgets to visualize your data in a way that is meaningful for your purpose. You can configure the data displayed, such as forecasted monthly costs and cost distribution by strategic themes.

The following chart widgets are available:

Chart | Description
--- | ---
Trend Chart | Displays trends of data, such as budget, cost, or custom values over time.
Pie Chart | Displays the proportions of your data, such as cost, resource demand, and custom values, in a circular visualization, with sections (slices of the pie) representing your data series.
Indicator Chart | Displays the grand total of budget, cost, resource demand, or custom values, providing an overall snapshot.
Stacked Bar Chart | Displays bars with legends proportional to the data they present. The data can be cost, resource demand, or custom values.

### Configure chart widgets

Use the options below to select chart values and configure display settings.

Option | Description
--- | ---
Title | Name of the chart.
Axis | Available for Trend and Stacked charts only. Select how the chart data is categorized. For example, if you select Fiscal Month, the data is categorized by month, and the X-axis displays the months. If you want to categorize the chart by a custom field, make sure the field can be grouped and is available across all the portfolios types.
Values | Specify which type of value is measured by the chart. Sum of: Shows the aggregation of the specified financial metric. In 25.2 and later, you can choose how the value is distributed across scenario time periods, evenly distributed or shown as a total. In 25.1, values are evenly distributed. For details, see Value Calculation Mode. Count: Shows the total number of items included in the associated portfolio. The chart widgets support measuring the following financial values: Forecast Resource Forecast Cost Approved Budget (available for: Indicator chart and Trend chart when categorized by fiscal period) Custom fields that allow value aggregation and are available for all portfolio types that can use the layout template. Custom numeric fields added in the Ranking View widget. For details, see Add a custom field.
Value Calculation Mode | Applicable only when Sum of is selected as the value aggregation method in the Values field. For details, see Values. Specify how the summed value of the specified financial metric is distributed across scenario time periods. Value per Fiscal Month: Distributes the total value evenly across all months in the duration and then multiplies it by the number of months in each time period. The calculation is as follows: Total Value: Displays the total value as-is, without distribution. The options available for the field depends on values in the Axis and Values fields: If Fiscal Month is selected as the Axis, Monthly Forecast Cost, Monthly Forecast Resource, or Portfolio Approved Budget is selected for Values, the Total Value is used by default and the Value Calculation Mode option is not available. If Fiscal Month is selected as the Axis, and any other field is selected for Values, Value per Fiscal Month is applied by default and cannot be changed.
Legend | Available for Pie and Stacked charts only. Specify what a segment of a pie or bar represents. If you want a segment to represent a custom field, make sure the field can be grouped and is available across all the portfolios types.

## Configure constraint indicators

Use constraint indicators to analyze demand vs. capacity for resource, budget, or custom values.

The following constraint indicators are available:

Widget | Description
--- | ---
Resource Constraint Indicator | Displays the total resource demand and capacity of all scenario items over the scenario time period. The demand and capacity are broken down by fiscal month, quarter, or year, depending on the template's period type setting. For details on calculating resource demand and capacity, see Resources.
Budget Constraint Indicator | Displays the total budget demand and capacity of all scenario items over the scenario time period. The demand and capacity are broken down by fiscal month, quarter, or year, depending on the template's period type setting. For details on calculating budget demand and capacity, see Budget.
Custom Constraint Indicator | Display capacity based on your requirements.

### Configure resource and budget constraint indicators

Use the following options to configure display settings for the resource and budget constraint indicators.

Option | Details
--- | ---
Unit | To display the unit of measurement in the indicator, turn on the Show units of measurement next to the label switch.
Warning Rules | Assign colors to represent different Demand vs. Capacity ratios. To add a rule, click Add Rule, select a color, and specify the value range to which the color applies.
Information displayed on the chart | Select the data to display on the chart: Remaining capacity = Capacity - Demand Overload ratio = Capacity / Demand Utilization ratio = Demand / Capacity Plain data. Shows the demand and capacity in the chart.
Periods | To display time periods in the chart, turn on the Show periods switch. The period type (fiscal month, quarter, or year) is determined by the Period Type setting of the template. For details, see Period Type Setting.

### Configure custom constraint indicator

Use the following options to define how capacity and demand are calculated in the custom constraint indicator.

Option | Details
--- | ---
Label | Provide a name for the constraint indicator.
Capacity | Select how capacity is calculated in the scenario: Calculated from portfolio budget. The capacity is automatically calculated from the associated portfolio budget. Manually entered. The capacity needs to be manually entered in the what-if scenario.
Demand Calculated by | Specify how demand is calculated: Count. The demand is calculated based on the number of items included in the associated portfolio. Sum. The demand is calculated by aggregating the values of a field. Select Sum and then select the target field. Fields available for selection include: Actual Benefit, Actual Cost, Forecast Benefit, PRO Benefit, POR Cost Custom aggregable fields available in all the portfolios types that can use this template Custom numeric fields added in the Ranking View widget. For details, see Add a custom field. Note: If no aggregable fields are available, only the Count option is available.
Unit | To display the unit of measurement in the indicator, turn on the Show units of measurement next to the label switch, and in the Unit field specify the unit used to measure demand and capacity.
Warning Rules | See Warning Rules.
Information displayed on the chart | See Information displayed on the chart.
Periods | See Periods.

## Configure KPI indicator

Use the KPI indicator to compare a portfolio's business goals' expected value with the target value. It helps you evaluate the feasibility of achieving the goals. For details, see Analyze portfolio business goal performance .

To show time periods in the KPI indicator, turn on the Show Periods switch. The period type is determined by the Period Type setting of the template. For details, see Configure widgets.

## Configure strategic capacity indicator

Use the strategic capacity indicator to display demand vs. capacity of portfolio strategic themes.

### Configure strategic capacity indicator

Use the options in the table below to configure the strategic capacity indicator.

Configuration | Details
--- | ---
Demand calculation | Configure how demand is calculated, for example, based on the total number of story points for all scenario items. The configuration is the same as that for the custom constraint indicator. For details, see Demand Calculated by.
Display settings | Assign colors to present various Demand vs. Capacity ratios and configure the chart to display such information as remaining capacity or overload ratio. For details, see Configure widgets.

## Configure role capacity indicator

Use the role capacity indicator to display the supply and demand breakdown for specific roles within a what-if scenario. This indicator helps you quickly assess resource availability and requirements for roles associated with staffing profiles.

### Configure role capacity indicator

Use the options in the table below to configure the role capacity indicator.

Configuration | Details
--- | ---
Label | Provide a name for the role capacity indicator.
Description | Enter an optional description for the role capacity indicator.
Role Selection | Select the role(s) you want to monitor in the what-if scenario. When a role is selected, the indicator displays: Supply: The total available resources for that role across the associated resource pools Demand: The total resources requested for that role in the staffing profiles
Display Format | Choose how to visualize the capacity data: Breakdown View: Displays a detailed breakdown of supply and demand side-by-side Summary View: Shows a high-level summary of capacity status

## Configure content view widgets

Use a content view widget in a what-if template to display scenario items in a specific view. The selected view can be used for content planning and schedule adjustments.

The following views are available.

Note: Only one content view widget can be added for each layout template.

Widget | Description
--- | ---
Board View | Displays scenario items as cards. With this view, you can reschedule scenario items to simulate budget and resource adjustments.
Hierarchy Gantt view | Displays scenario items in a hierarchical Gantt chart. With this view, you can reschedule scenario items to simulate budget and resource adjustments. Limitation: The Hierarchy Gantt supports only calendar periods. If fiscal periods differ from calendar periods, the Gantt's time display will not align with the scenario's time periods.
Ranking View | Displays scenario items in a prioritized order. With this view, you can prioritize scenario items and remove low-priority ones, to optimize the allocation of limited budget and resources. You can add custom fields in the ranking view to tailor it to your needs. For details, see Configure widgets.

### Configure Board view or Gantt view

Use the following options to configure Boar view or Gantt view.

Option | Details
--- | ---
Show Content Type Icon on Card/Gantt | Specify whether to show content type icons in front of content name.
Information Included on Card/Gantt | Specify the data to be displayed on the cards (for Board view) or timelines (for Gantt view): None: No data is displayed. Cost: Displays the forecasted cost of the scenario item. Resource: Displays the resource demand of the scenario item.
Show Color on Card/Gantt | Select the color for cards or timelines: Default color: For cards, they are displayed in gray. For timelines, they are displayed in light blue. Strategic theme color: Each card or timeline is displayed in the color of its associated strategic theme. Overall health color: Each card or timeline is displayed in the color that indicates the scenario item's overall health.

### Configure ranking view

By default, all fields from the portfolio backlog are displayed as columns in ranking view. You can add custom fields or hide default ones.

To add a custom field:

1. Click Add custom field.

2. In the Add custom field dialog box, specify the label and field type.

   You can add fields of the following types:

   - Text: A text column for entering text in the what-if scenario.

   - Number: A number column for entering numbers in the what-if scenario.

   - Number (formula): A number column auto-populated with a number calculated using a custom calculation formula.

3. For Text and Number fields, no further configuration is required. Click OK to close the dialog box.

4. For Number (formula), configure the following:

   Configuration | Details
   --- | ---
   Format | Select how calculated values are displayed: Two Decimal Places: Values are displayed with two decimal places. Whole Number: Values are rounded to the nearest integer. Note: The format setting affects display only. Calculations always use the values from the database.
   Formula | Define a calculation formula in the Formula Editor. Type a number or field name, or select a field from the list. The following fields can be used: Predefined financial fields: Actual Benefit, Actual Cost, Approved Budget, Forecast Benefit, Forecast Cost, POR Benefit, POR Cost, Total Benefit, Total Budget, and Total Cost. Custom numeric fields added in the Ranking View widget. If you want to use numeric or currency fields from projects, proposals, or assets, ensure the following: The field is added as a displayed column in the Backlog settings for the relevant portfolio type. For details, see Set displayed columns. The relevant portfolio type can use the what-if layout template for what-if analysis. For details, see Used in. If the layout template can be used by multiple portfolio types, add the field as a displayed column in the Backlog settings for each portfolio type. Include operators to complete your formula. Supported operators: `+` (add), `-` (subtract), `*` (multiply) / (divide ), and `()` (parentheses) . For example, to reduce POR cost by 30%, use this: POR Cost - POR Cost*0.3. Adjust for scaled predefined financial fields. When the BUDGET_IN_WHOLE_DOLLARS parameter is set to false, predefined financial fields display values in thousands. For example, a displayed value of 1 in the Forecast Cost field represents 1000, which is used in calculations. To adjust values in your formula: Divide by 1000 (`/1000`) to match the displayed value. Multiply by 1000 (use `*1000`) to use the database value.

5. Click OK when done.

To select displayed columns in ranking view:

1. In the ranking view widget, click Choose columns.
2. Select the checkboxes for the columns you want to display. To hide a column, clear the checkbox.

### See also

- Define what-if layout templates

https://admhelp.microfocus.com PPM 8942
Tips to improve your search results... OpenText™ Project and Portfolio Management Help Center PPM Help 26.2-26.3 All View Local Help Center View Online Help Center Version: