Common Elements Used in This Topic

Field or Control Description

Calendar ID

Select a calendar identifier to indicate the types of periods to use for the analysis. For example, a pagelet may give a user the option to view data according to a quarterly calendar or monthly calendar.

My Projects

Select this option to view and analyze only projects listed on the PeopleSoft Project Costing My Projects page for the user.

Number of Prior Periods

Enter the number of prior calendar periods over which an analysis occurs.

Restore Defaults

Click this button to reinstate the administrator default settings for a pagelet or OTA personalization page.

Show Only if Alert

Select this option to indicate that an OTA will appear only if the measurement reaches the threshold at which an alert is triggered.

Specify

Select this option to use a particular business unit, and enter the business unit in the provided field. This option is available if you do not want to use the default business unit value that is established as the user preference for your user ID.

Alert Threshold

Enter the tolerance value that triggers an alert, using the unit of measure that appears in parentheses. When a measurement reaches the alert threshold, a red visual indicators appears on the OTA pagelet for the OTA. Based on the OTA, the alert can indicate that the measurement is above or below the alert threshold.

User Preferences

When this option appears in the Business Unit group box, select it to indicate that the business unit will be based on the default business unit value that is established as the user preference for your user ID.

Visual Indicators

Green and red visual indicators provide status information for pagelet data. An indicator that is used for an OTA displays the status of the OTA in relation to the alert threshold defined on the OTA's personalization page.

The system also uses green and red visual indicators to provide priority information:

Within Range Indicator

The green visual indicator appears when the measurement is within a favorable range when compared to the alert threshold defined on the OTA's personalization page.

The system also uses this icon to indicate a low priority.

Red Alert Status icon

The red visual indicator appears when the measurement is within an unfavorable range (alert status) when compared to the alert threshold defined on the OTA's personalization page.

The system also uses this icon to indicate a high priority.