Configuring widgets#
Some widgets require configuration, for example project parameters, date parameters or status parameters.
On the cockpit page, click the wrench icon at the top right below your profile picture.
The screen changes, and a floating box appears on the right-hand side with a list of all available widgets.
Right-click the widget you want to configure. If a widget can be configured, a “Configure” option is shown in the context menu.
The form that appears depends on the type of widget. Make the relevant changes and save them.
You are taken back to the cockpit design page. When you are finished, click the “Back” icon in the toolbar.
You have changed the cockpit. You now see the cockpit configured with the new settings and widgets.
Activity stream: This widget shows you the most recent activities on items, which you can determine by means of a filter.
Traffic light chart: The traffic-light chart vividly depicts the state of a project in terms of its schedule adherence, its effort and its quality. The criteria for red, yellow and green can be chosen.
Meetings: Projects require meetings in which the project status is discussed and a list of action items is created. Allegra has a special item type called “Meeting”. The widget described here gives you a list of all your meetings and the associated action items.
Budget overview: The “Budget overview” widget gives you a quick overview of the current project or release status. In a table, you see summaries for all overdue items, items due this week, items due next week, and all remaining items.
Average processing time: The “Average processing time” widget graphically depicts, for a reporting period and the reporting intervals it contains, the time that items took from their creation to their completion.
Calendar: For a filtered set of items, the calendar widget shows you the start and end date of each, if they exist.
Filtered item overview: This widget lets you display a list of items with their item number and title, based on a preconfigured query. This is helpful, for example, if you want to display the most recently changed items in your widget instead of running a query explicitly each time.
Manager list: This widget gives you a quick overview of the number of open and closed items, grouped by priority and grouped by responsible, for each project.
Milestone trend analysis: This graphical widget lets you observe how the scheduling of important items develops over time.
My filters: This widget offers you a list of query filters that you can run by clicking them. This gives you the corresponding list of items in the item overview.
My items: To get a quick overview of how many items related to you are not yet completed, the “My items” widget is well suited. It clearly shows for how many items you are either the original author, the current responsible, or the current manager.
My watch list: This widget gives you a list of items in which you are entered as either an editor or a reader. You can also detach yourself from these items here.
Project navigator: The project navigator offers you a set of quick links to obtain the information you need most often. You can, for example, run reports, retrieve all items or only the recently added items, see how many items are in which state, or see which team member is assigned how many items. The project navigator automatically works for the respective project when used within a project cockpit, and it automatically works for the respective release when used within a release cockpit.
Project overview: This widget gives you an overview of your projects and releases. You can configure which projects and releases you want to include. You can group the items by various aspects, for example by priority, item state, current responsible, and so on. As with all other views, you can of course have several instances in your cockpit here too, for example one grouped by responsible and one grouped by state.
Release notes: The “Release notes” widget gives you a list of all open and already completed items in a release, grouped by item type.
Quick search: With the help of the “Quick search” widget, you can have a filtered item list created based on the criteria room/project, item type and state.
Version control activities: This widget lets you see the last X commits for a number of projects, where you can configure X and the projects to be considered.
Status over time: With this graphical cockpit widget, you can visualize the development of your project over time. The change in the number of items per state can be a good indicator of how close you are to completing the project and can give you information about the workload still to be handled.
Two-dimensional project statistics: With this widget, you can create a matrix of item counts based on any two item attributes. You can, for example, show which user has been assigned as responsible for how many items in which state. You can restrict the items to be considered with any predefined filter.