The staging area of the edit screen allows you to add or remove widgets as needed. All the available widgets that you can add are shown in the Widget library on the right side of the staging area page.
The Widget library contents are based on the applications that are available to you through permissions and licensing.
To add a widget to your view, click and drag the widget from the Widget library into position in the staging area. The widgets in the staging area adjust to allow placement of the new widget. You can add multiple instances of the same widget to the view as needed. Click the arrows to minimize or expand the Widget library.
Background data fetches might occur when widgets are added to the staging area, but the data is unavailable until you save the view and return to the live mode.
To remove a widget from a view, click the Remove icon (
) of a widget in the staging area. If you remove a widget unintentionally, you can add the widget back in the view by from the widget library.
After you move the widgets you want into the staging area, you can click and drag them into place where you want the widget to show in the view. Existing widgets will move to the closest available area according to the size of the widget. There is no restriction on how you use the available space and whether to fill empty areas or leave them open.
There are some widgets that can be resized and adjusted in the staging area. To resize a widget, click the Resize icon (
) and adjust to the size as needed. The other widgets around it will move to the closest available area.
Map (InEight Platform): Shows project markers on a map determined by the locations of the projects. Projects must have longitude and latitude data entered to show on the map.
Weather (InEight Platform): View various weather metrics of any configurable location.
My links (InEight Platform): Configure quick access links.
Image (InEight Platform): Configure custom image.
EarthCam (InEight Platform): Configure a live EarthCam video stream on the widget area.
Overdue tasks (InEight Compliance): Shows a count of overdue tasks, which could be clicked to take you to that page.
Pending tasks (InEight Compliance): Shows a count of pending tasks, which could be clicked to take you to that page.
Scheduled tasks (InEight Compliance): Shows a count of scheduled tasks, which could be clicked to take you to that page.
Workflow pending approvals (InEight Contract): Shows a summary of project specific workflows pending approval.
Issues by vendor (InEight Change): Shows a count of issues on selected projects for all the vendors on the projects.
Issue creation by project (InEight Change): Shows a count of all issues on selected projects, including information of when they were created.
Dashboard (InEight Explore): Shows the selected dashboard from explore in the widget area.
Reports (InEight Report): Shows a list of reports which could be selected to navigate you to the corresponding report.
Time phased distribution (InEight Control): Shows a single project specific Control metrics including past and future metrics like Actuals, Earned budget, Time phased budget and Time phased forecast in a graph.
Value change over time (InEight Control): Shows a single project specific Control metrics including past and future metrics like Current estimate, Current budget, Forecast in a graph.
Owner view: All Platform widgets, all Compliance widgets, all Contract widgets, all Report widgets, all Control widgets.
Vendor view: All Platform widgets, all Compliance widgets, all Report widgets.
Contractor view: All Platform widgets, all Compliance widgets, all Report widgets, all Control widgets, all Contract widgets.
Sub-Contractor view: All Platform widgets, all Compliance widgets, all Report widgets.
You can select and filter a set of projects to show as a collection of tiles using data from those projects in the view. Click the Filter projects icon in the top toolbar to include a subset (up to 50 maximum) of your available projects in a view.
The Project filter slide-out panel shows the following:
View: The name of the view currently selected.
Number of projects selected: Indicates the number of projects currently selected.
Search: Provides the function to search your list of available projects.
All or Selected: Toggles to show all projects or to show only selected projects.
Cancel/Apply: Discards or saves your selection of projects.
The project filters are saved with the current view in your user profile so, every time you open the view your project selection shows. The number of projects, either filtered or total, is shown below the Home icon. If you do not have any projects selected for the view, it shows a prompt to select a project to update your project filter. Some tiles will not show any data if there are no projects selected. A maximum of 1500 projects can be selected in a filtered view.
When you have multiple projects in the selected view, depending on the widget used, some tiles show data from all those projects. If the tile shows data for multiple projects, the Filter icon allows you to filter to show only a specific project or projects.
When you duplicate a view, the view level or tile level projects are also copied. The configurations can then be updated in the duplicated view.
Hover over a tile name to rename it. Click the Edit icon, change the name, and then click the Save icon. This customization is useful to differentiate between tiles if you have multiple copies of the same tile in the view.
There are some additional options for specific widgets that allow for individual configurations, such as specifying the location for the weather, or adding new links to the My links tile. Other widgets could have additional options to configure that are not detailed in these release notes.
Additional Information
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