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Customize the Dashboard Cost Worksheet portlet

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When customizing the Cost Worksheet portlet, you can select options on the following two tabs:

Columns

On this tab, in the Available Columns section, select the columns of information you want to display for all Cost Worksheets that appear in the portlet. To select a column to display, click the name in the Available Columns section and click the right-facing arrow button. To deselect a column, click the column name in the Selected columns section and click the left-facing arrow button.

The top-to-bottom order of the fields in the Selected Columns list determines how the columns display, left to right, in the portlet. To change the column order, use the up and down arrow buttons.

Tip: The Project name always displays in the portlet, so it is not included in the Available Columns list. To display the set of default columns, click Default.

Use the Sort by drop-down list to specify how you want to sort all rows. You can sort by any field listed in the Selected Columns list, as well as by Project.

From the Sort order drop-down list, you can select the Cost Worksheet columns in either ascending (lowest cost to highest) or descending (highest cost to lowest) order. This is only available when you choose the List view (see Field in the Group section of this help topic). This reorders the list, and the column you chose to order the sort has an arrow to the right of the column name.

Tip: In List view, only, you can also specify sorting options from the Cost Worksheet portlet by clicking the link to the column heading by which you want to sort. You can only do this if you have been assigned the Customize Dashboards privilege. Click the column heading once to sort in ascending order, click it again to sort in descending order.

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Group

On this tab, you can select how you want to group projects. Grouping gathers, or groups, all of the costs together that fall into the same selected criteria.

Field - The items in the Field drop-down list are derived from the parts of the Cost Code. For example, if you choose to group by Cost Category, Cost Worksheet data will be grouped by individual Cost Category.

If you choose to group on a specific field, you will be unable to sort a column by clicking the column head. To be able to sort by clicking a column head, you must have been assigned the Customize Dashboards privilege. Then, choose the blank line at the top of the list of available fields in the Field drop-down list. This puts the fields in List view.

Band Color - Each selected grouping level appears with a colored band at the top. From the Band Color drop-down list, you can select the background color you want to display for each grouping level.

Text Color - The Text Color drop-down list enables you choose the color of the text that displays in the grouping level band.

To display the grouping field title in the colored grouping band, mark the Show field title in band checkbox.

Sort Order - From the Sort Order drop-down list, you can also select to sort the grouping level values in either ascending (lowest value to highest) or descending (highest value to lowest) order.

Note: The sort order for individual Cost Worksheet columns is specified on the Columns tab.
 

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