Use the General tab to select options for the Opportunity Visualization and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default visualization map name.
|
| Show slider and load setting controls
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Select this check box to display the
Load Settings button and
Save Settings button above the map in the Visualization window and display the size and color sliders below the map.
Use the
Save Settings button to save the settings for a version of the visualization map, and use the
Load Settings button to load those settings and regenerate the corresponding version of the map.
Use the sliders to do the following:
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Change the range of metric values represented by the block sizes.
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Change the range of metric values represented by colors.
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Change how color is assigned to metric values.
If you intend to add the visualization map to your Dashboard, it is recommended that you do not select this option in order to use all of the limited space for the map itself.
|
| Presentation Currency
|
Select the currency in which you want the visualization map to display monetary amounts.
Vision presents all amounts on the report in the currency you specify, even though projects might not share a common project currency, billing currency, or functional currency. Vision uses the date you specify in
Exchange Rate as of to determine the exchange rates to use to calculate the amounts.
If you do not use the Multicompany feature, you can only select a currency that is enabled for your company. If you do use the Multicompany feature, you select from a list of all currencies enabled for the companies in your enterprise.
|
| Exchange Rate as of
|
Specify the date you want Vision to use to determine the exchange rates to use to calculate the presentation currency amounts.
You can enter the date directly in the field, or you can click
 and select the date.
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