Configuration
Option | Settings |
---|---|
Which issues do you want to analyze? | Before Filter can be chosen, there has to be set a Filter. For this project the Filter for "Marketing Campaigns" contains the whole project. |
Which fields would you like to display? | To compare the budget and cost select Budget and Costs. |
How do you want to group the results? | Group the results by End Date to ensure the costs are correctly grouped. End Date is a custom date field that must also be created. |
How many rows do you want to display per page? | For a quarterly view, there are only four entries. Therefore, the default option of 10 rows is enough. |
Choose additional options | The gadget will automatically refresh when you reload the page, even if Do you want to refresh your data every 15 minutes? is not selected. If you want to have a direct link to the related issues, select Do you want to include links to the issue navigator? |
Which time period do you want to display as default? | For a yearly view, select Current Year. |
Which default date aggregation do you choose? | To view each month separately, select Monthly. |