Project Overview Portlets Set Up

The following table describes the tasks to set up the Project Overview portlets:

Portlet	Task
Key Performance Indicators Portlet	Create a Project Budget – Set up a project budget to plan your spending for completing the project. The Budget vs. EAC gauge chart sources data from your project budget. To set up a project budget, see Creating a Budget from a Work Breakdown Structure. For the Profitability gauge chart setup, see the requirement listed on Financial Portlets Set Up. The gauge chart displays the values and chart colors (green, amber, or red) when there are transactions associated to the project.
Primary Information Portlet	No prior setup is required. When you create a project record, the system automatically populates the project’s primary information.
Team Details Portlet	Identify Project Team Resources – Identify an employee, a generic resource, or a vendor to include in your project so you can start delegating tasks. See Identifying an Employee as a Project Resource and Identifying a Vendor as a Project Resource. If you need to create a specific project resource role or a generic resource, see Working with Resources in Project Management. Assign Resources to a Project – With the Resource Allocations feature enabled, you can allocate resources to individual projects or to directly assign resources to project tasks. See Assigning Resources with Allocations. For more information about enabling a feature, see Enabling Features.
Project Documents Portlet	No prior setup is required. When you create a project record, the system automatically displays the project documents attached to the project record.
Client Contact Portlet	Create a Contact Record – To create a new contact for individuals you do business with, read Creating a Contact. The portlet shows only a contact with a Primary Contact role. Associate a Contact to the Customer Record – To associate a contact with the customer record, see Associating a Contact with a Record. Ensure to select the customer to which you associate the contact in the Customer field of the project record.

Portlet

Task

Key Performance Indicators Portlet

Create a Project Budget – Set up a project budget to plan your spending for completing the project. The Budget vs. EAC gauge chart sources data from your project budget.

To set up a project budget, see Creating a Budget from a Work Breakdown Structure.
For the Profitability gauge chart setup, see the requirement listed on Financial Portlets Set Up.

The gauge chart displays the values and chart colors (green, amber, or red) when there are transactions associated to the project.

Primary Information Portlet

No prior setup is required.

When you create a project record, the system automatically populates the project’s primary information.

Team Details Portlet

Identify Project Team Resources – Identify an employee, a generic resource, or a vendor to include in your project so you can start delegating tasks. See Identifying an Employee as a Project Resource and Identifying a Vendor as a Project Resource.

If you need to create a specific project resource role or a generic resource, see Working with Resources in Project Management.
Assign Resources to a Project – With the Resource Allocations feature enabled, you can allocate resources to individual projects or to directly assign resources to project tasks. See Assigning Resources with Allocations.

For more information about enabling a feature, see Enabling Features.

Project Documents Portlet

No prior setup is required.

When you create a project record, the system automatically displays the project documents attached to the project record.

Client Contact Portlet

Create a Contact Record – To create a new contact for individuals you do business with, read Creating a Contact.

The portlet shows only a contact with a Primary Contact role.
Associate a Contact to the Customer Record – To associate a contact with the customer record, see Associating a Contact with a Record.

Ensure to select the customer to which you associate the contact in the Customer field of the project record.

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