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FieldDescriptionNotes
Title Name

Name of the KBI Metric tile.

To rename the tile, type the new name in the field.

 
Date SelectorSelect a radio button for the desired date range. 
View Type

Buttons to select how to view data. Options include:

  • Gauge
  • Column Chart
 
KBI section
Search field

Search field to select a KBI.

To search for a KBI:

  • Type KBI name.
    The KBI menu updates as you type. 
 
KBI menu 

List of available KBIs.

Scroll to review the entire list.

 
Budget Selector section
Budget / Forecast 1Drop-down menu to select a budget type... what What is this for? 
Budget ? Forecast 2Drop-down menu to select... what What is this for? Why do you need two? 

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FieldDescriptionNotes
Title Name

Name of the Hours and Cost tile.

To rename the tile, type the new name in the field.

Default: Hours and Costs.
Report TypeType of report that you are viewing. What is the default?
Business Unit

Tree menu to select levels of your organization.

Select the check boxes for the organization levels you want to display in the

 What is the default?
Units of Measurement  

Buttons to select the units of measurement. Options include:

  • Hours
  • Costs
What is the default?
View Type  Date Selector  

Buttons to select how to view data. Options include:

  • Gauge
  • Column Chart
What is the default?
Date Selector

Drop-down menus to select date ranges. Select a radio button for the desired date range(s).

I'm not sure how this works.

  • Does this section default to a specific period?
  • Can the user select multiple date ranges? If so, what does that do?
What is the default?

 

Employee Shift Requests dialog box – field descriptions

FieldDescriptionNotes
Title Name 

Name of the Employee Shift Requests tile.

To rename the tile, type the new name in the field.

 
Select a Date Range Drop-down menus to select date ranges. Select a radio button for the desired date range(s). 
Business Unit Tree menu of organization levels. Select the check boxes of the organization layers that you want to include 

 

Anchor
time_and_attendance
time_and_attendance
Time & Attendance

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