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FieldDescriptionNotes
Title Name

Name of the KBI Metric tile.

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

Default name: KBI Metric.
Date SelectorSelect a radio button for the desired date range. Default: Global date range.
View Type

Buttons to select how to view data. Options include:

  • Gauge
  • Column Chart
What is the default?
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 is this for? 
Budget ? Forecast 2Drop-down menu to select...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 name: Hours and Costs.
Report TypeType of report that you are viewing.What is the default?
Business Unit

Tree menu of organization layers. Select the check boxes for the organization layers that you want to include.

What is the default?
Units of Measurement

Buttons to select the units of measurement. Options include:

  • Hours
  • Costs
What is the default?
View Type

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?
Default: Global date range.

 

Anchor
employee_shift_requests
employee_shift_requests
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.

Default name: Employee Shift Requests
Select a Date RangeDrop-down menus to select date ranges. Select a radio button for the desired date range(s). Default: Global date range.
Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include.Which layers are selected by default?

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FieldDescriptionNotes
Title Name

Name of the Projected Overtime tile.

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

Default name:Projected Overtime.
Select a Date RangeSelect a radio button for the desired date range.What is the default?Default: Global date range.
Worked Hours Threshold

Field to specify the worked hours threshold that determines overtime hours.

Is my description above correct?

Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one.

 
Last Actuals Date

What is this field?

 
Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include. 

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