Working with the At a Glance screen
Selecting an organization level
- In the upper-left corner of the screen, click the breadcrumb field.
- From the drop-down lists, select the organization level for which to view information.
- Select Load.
The breadcrumb menu updates with the path of the organization level, and the screen updates to display information for the selected organization level.
Viewing the previous organization level
- Select Previous Level.
The chart of grid displays information for the previous level of the organization structure.
Moving through the At a Glance table
If the complete table does not fit on the screen, a horizontal scroll bar appears under the table.
To move through the table:
- Drag the scroll bar to move left or right.
Drilling down through organizational layers in the At a Glance table
- Click anywhere on the table to drill down through the organizational layers.
Sorting the table
You can use the table column headers to sort the information that appears in the table.
To sort by ascending or descending order:
- Select a column header ( ).
The row order updates, and an arrow ( ) appears to indicate the sort order. - (Optional) Select the column header again to reverse the order.
The row order updates.
Customizing the variance gauges
The At a Glance screen contains four tiles that can be customized to view a variety of variances in the form of gauges.
To customize your view:
- Click on the drop-down within the tile to expand your options.
- Select a view to apply to the tile.
Some options can be changed to view cost or hours. Use the toggle switch () below the drop-down menu to change the units.