Configure Dialog Box (Workflows, Cost Analysis, and Schedule Analysis)

Use this dialog box to create workflow, Cost Analysis, or Schedule Analysis dashparts.

Records

Select this option to manually display the workflows, control accounts, or activities that you have access using the Insert button on the toolbar.

Select this option to filter workflows, control accounts, or activities using a saved search. Click to display any of the following dialog boxes:

Control Account Search Dialog Box — The Control Account Search dialog box displays if you selected Cost Analysis in the Dashpart Type field on the Dashpart Configuration dialog box. Use the saved searches in this dialog box to search for the control accounts that will be displayed on your Cost Analysis dashpart. or more information, see Global and Personal Searches.
Workflow Search Dialog Box — The Workflow Search dialog box displays if you selected Workflows in the Dashpart Type field on the Dashpart Configuration dialog box. Use the saved searches on this dialog box to search for the records that you want to display on your dashpart. For more information, see Global and Personal Searches.
Activity Search Dialog Box — The Activity Search dialog box displays if you select Schedule Analysis in the Dashpart Type field on the Dashpart Configuration dialog box. Use the saved searches in this dialog box to search for the activities that will be displayed on your Schedule Analysis dashpart. For more information, see Global and Personal Searches.

Option	Description
Saved Records	Select one of the following options from this drop-down list: Print — Select this option to display the Print Preview form. Export to Excel — Select this option to open the Microsoft Excel application with the grid’s contents displayed.
Insert	Click this button to add a new workflow, control account, or activity. Clicking Insert displays either the Control Account Search dialog box, the Workflow Search dialog box, or the Activity Search dialog box, depending on the type of dashpart that you are creating. You can use saved searches on these dialog boxes to filter the records that you want to display.
Clear Row	Click this button to delete the selected row from the grid. You can delete only one row at a time.
Clear All	Click this button to delete all entries from the grid.

Field Name	Description
Workflow ID	This column displays the workflows that you have selected on the Workflow Search dialog box. The records in this column are included on the dashpart that you are creating.

Field Name	Description
WBS	This column displays the control accounts that you have selected on the Control Account Search dialog box. The control accounts in this column will be included on the dashpart that you are creating.
Description	This column provides a description of each control account.

Field Name	Description
Activity	This column displays the activities that you have selected on the Control Activity Search dialog box. The activities in this column will be included on the dashpart that you are creating.
Description	This column provides a description of each activity.