Understanding Work Centers and Dashboards Concept Understanding Work
Understanding Work. Centers and Dashboards Concept
Understanding Work. Centers and Dashboards
Understanding Work. Centers and Dashboards Step 1 Work. Centers are designed for users who spend many hours using People. Soft applications. A Work. Center can be designed for an individual or for many users to share. Some of the benefits of Work. Centers are to: - provide a central area for you to access key components within Financial and Supply Chain applications. - enable you to access various pages and keep multiple windows open while doing your daily work. - reduce navigation time and let you accomplish your daily tasks in a efficient manner.
Understanding Work. Centers and Dashboards Step 2 It is the responsibility of the system administrator, from your organization, to design the look and feel of the Work. Center so that you can view and access specific links and pages.
Understanding Work. Centers and Dashboards Step 3 Note: This topic provides examples of the General Ledger, Accounts Payable, Contracts, and Supply/Demand Work. Centers to explain how Work. Centers and Dashboards operate in general. Application-specific Work. Center and Dashboard topics can be found later in this module or section.
Understanding Work. Centers and Dashboards Step 4 Use the General Ledger Work. Center page to focus on your daily tasks that are specific to your work. Work. Center security follows user roles, permissions lists, and user ID setup and they can be shared.
Understanding Work. Centers and Dashboards Step 5 All Work. Centers are divided into two general areas.
Understanding Work. Centers and Dashboards Step 6 On the left side of the Work. Center page is the pagelet area. This area has the same structure for all application-specific Work. Centers. It is defined with two tabs, and the tab labels are customizable by your system administrator.
Understanding Work. Centers and Dashboards Step 7 On the right side of the Work. Center page is the transaction area. This area can display various items such as a welcome statement, transaction pages and grids, Dashboards, or pivot grids.
Understanding Work. Centers and Dashboards Step 8 For example, the Accounts Payable Work. Center displays an AP Work. Center Dashboard, which includes multiple pagelets.
Understanding Work. Centers and Dashboards Step 9 In each Work. Center, the Main tab displays a My Work pagelet and the Links pagelet.
Understanding Work. Centers and Dashboards Step 10 The My Work pagelet can include links to events and notification alerts, prioritized items needing immediate attention, and worklist tasks for workflow approval.
Understanding Work. Centers and Dashboards Step 11 Your system administrator determines the links that appear in this pagelet. If given permission, you can personalize which links (from the list enabled by your system administrator) appear on your Work. Center.
Understanding Work. Centers and Dashboards Step 12 Each pagelet can include group headings. Group headings are used to place similar pages and links into logical groupings, and are expandable and collapsible. Creating group headings is a system administrator task. Notify your system administrator if you'd like to create or change group headings.
Understanding Work. Centers and Dashboards Step 13 The Links pagelet can include additional links to pages and other areas of interest including links that are external to your organization. Your system administrator determines the links that appear in this pagelet. If given permission, you can personalize which links (from the list enabled by your system administrator) appear on your Work. Center.
Understanding Work. Centers and Dashboards Step 14 Next, access the Reports and Queries pagelets. Click the Reports/Queries tab.
Understanding Work. Centers and Dashboards Step 15 Use the Reports/Queries pagelets to store and run frequently accessed queries, reports, and processes. You can run an ad hoc query, report, or process when you need to.
Understanding Work. Centers and Dashboards Step 16 The Queries pagelet can include links to Query Manager, public queries, private queries, and pivot grids. Your system administrator determines the links that appear in this pagelet. If given permission, you can personalize which links (from the list enabled by your system administrator) appear on your Work. Center.
Understanding Work. Centers and Dashboards Step 17 The Reports/Processes pagelet can include access to reports and processes that are frequently used. These links take you directly to the Run Control page for the report or process. Your system administrator determines the links that appear in this pagelet. If given permission, you can personalize which links (from the list enabled by your system administrator) appear on your Work. Center.
Understanding Work. Centers and Dashboards Step 18 Click the Main tab.
Understanding Work. Centers and Dashboards Step 19 Now, let's learn about the details of each pagelet. Within the My Work pagelet, use the Edit Filters link to modify criteria for alerts.
Understanding Work. Centers and Dashboards Step 20 Some links can be subject to filter criteria that limit the amount of data available. Click the Edit Filters link.
Understanding Work. Centers and Dashboards Step 21 Click the horizontal scrollbar.
Understanding Work. Centers and Dashboards Step 22 Use the Edit Filters page to adjust filters for items that appear in the My Work pagelet.
Understanding Work. Centers and Dashboards Step 23 Click the horizontal scrollbar.
Understanding Work. Centers and Dashboards Step 24 The filters used to select the data for each link in the My Work pagelet can be changed. Click the Edit Filter button.
Understanding Work. Centers and Dashboards Step 25 Use the Configure Filter Values page to adjust specific values that are used to select the data displayed in the transaction area.
Understanding Work. Centers and Dashboards Step 26 This enables you to change the filters from a predetermined list of options and get a totally different view of the data.
Understanding Work. Centers and Dashboards Step 27 Click the vertical scrollbar.
Understanding Work. Centers and Dashboards Step 28 When you are finished making filter changes click the OK or Apply button. Click the OK button.
Understanding Work. Centers and Dashboards Step 29 The system instructs you to refresh (or reload) the Work. Center page to view any changes. Click the OK button.
Understanding Work. Centers and Dashboards Step 30 Click the Reload icon to reload the data after you've made changes.
Understanding Work. Centers and Dashboards Step 31 Use the New Window icon to open the transaction information in a new window.
Understanding Work. Centers and Dashboards Step 32 A grey link indicates that no items were found.
Understanding Work. Centers and Dashboards Step 33 Your selection in the pagelet area drives what you see in the transaction area. Note that the count number displays how many transactions will appear. Click the Journals Ready for Processing (3) link.
Understanding Work. Centers and Dashboards Step 34 Click the horizontal scrollbar.
Understanding Work. Centers and Dashboards Step 35 Use the transaction area to view data that is specific to the pagelet selection and the filter criteria defined in the Configure Filter Values page. This area enables you to see transaction information, perform needed actions, and drill into additional details for the transaction.
Understanding Work. Centers and Dashboards Step 36 Each transaction area can have a different look for each option selected in the pagelet area. Blue text indicates a link that will take you to specific transaction pages.
Understanding Work. Centers and Dashboards Step 37 Click the US 001 option.
Understanding Work. Centers and Dashboards Step 38 An Actions list box enables you to take various actions on selected transactions. Click the Actions list.
Understanding Work. Centers and Dashboards Step 39 These are the various actions that you can take for selected transactions. To perform an action on the transactions selected in the grid, select the action in this list box and click the GO button.
Understanding Work. Centers and Dashboards Step 40 Now, let's look at the transaction area for an option in the Links pagelet. Click the Create/Update Journal Entries link.
Understanding Work. Centers and Dashboards Step 41 This pagelet is used to access frequently used transactions or links for People. Soft components, pages, or external URLs. This can include Work. Center Dashboards.
Understanding Work. Centers and Dashboards Step 42 This option takes you directly to the transaction page as if you had navigated to it. The navigation steps would have taken three clicks, whereas this took one click. Click the Find an Existing Value tab.
Understanding Work. Centers and Dashboards Step 43 Click the Clear button.
Understanding Work. Centers and Dashboards Step 44 Enter the desired information into the Business Unit field. Enter "US 001".
Understanding Work. Centers and Dashboards Step 45 Click in the Journal ID field.
Understanding Work. Centers and Dashboards Step 46 Enter the desired information into the Journal ID field. Enter "000002".
Understanding Work. Centers and Dashboards Step 47 Click the Search button.
Understanding Work. Centers and Dashboards Step 48 Click the US 001 link.
Understanding Work. Centers and Dashboards Step 49 After conducting your search for the specific transaction, you have arrived at the specific page.
Understanding Work. Centers and Dashboards Step 50 Next, we will look at the Accounts Payable Work. Center, Queries pagelet. Click the Reports/Queries tab.
Understanding Work. Centers and Dashboards Step 51 Use the Queries pagelet to create new queries, list private queries and public queries, and list pivot grids.
Understanding Work. Centers and Dashboards Step 52 Access the Query Manager to create new queries without leaving the Work. Center. Click the Query Manager link.
Understanding Work. Centers and Dashboards Step 53 When the Query Manager link is selected in the pagelet area, the Query Manager page is displayed in the transaction area.
Understanding Work. Centers and Dashboards Step 54 Use the Create New Query link to create new queries.
Understanding Work. Centers and Dashboards Step 55 Or, you can search for an existing query. Enter the desired information into the Query Name begins with field. Enter "AP".
Understanding Work. Centers and Dashboards Step 56 Click the Search button.
Understanding Work. Centers and Dashboards Step 57 Select any query from the results of your search.
Understanding Work. Centers and Dashboards Step 58 Public queries that are frequently used can be listed on the Queries pagelet. Click the Supplier Outstanding Balance link.
Understanding Work. Centers and Dashboards Step 59 The query page appears in the transaction area. Enter your parameters and click the View Results button.
Understanding Work. Centers and Dashboards Step 60 Pivot Grids that are frequently used can be listed on the Queries pagelet. Click the Voucher Status link.
Understanding Work. Centers and Dashboards Step 61 Pivot Grids enable you to view data in many ways. For example, you can change your search criteria, click on specific links, and view the data in different chart types.
Understanding Work. Centers and Dashboards Step 62 Notice that the data is displayed as a vertical bar chart.
Understanding Work. Centers and Dashboards Step 63 Click the Pie Chart button.
Understanding Work. Centers and Dashboards Step 64 Now the data is displayed as a pie chart.
Understanding Work. Centers and Dashboards Step 65 Now, we will look at the Contracts Work. Center, Reports/Processes pagelet.
Understanding Work. Centers and Dashboards Step 66 Use the Reports/Processes pagelet to quickly access Run Control pages for reports and processes.
Understanding Work. Centers and Dashboards Step 67 You can create and save personalized run control options. Then you can add the Run Control ID to your personalization options for the Reports/Processes pagelet. Click the Revenue Management link.
Understanding Work. Centers and Dashboards Step 68 Save time by entering your Run Control IDs for each report. Your customizations are retained by your User ID, so each time you log back in and select a report link, the report runs with the options you saved.
Understanding Work. Centers and Dashboards Step 69 The same goes for processes. Click the Process Recurring Billing link.
Understanding Work. Centers and Dashboards Step 70 You can add run control IDs that are tied to your User ID and access them from the Work. Center.
Understanding Work. Centers and Dashboards Step 71 Having all of your frequently used reports and processes in your Work. Center enables you to work proactively with prioritized worklists, reducing navigation, and obtaining onestop transaction processing. The People. Soft Work. Centers increase your organization's efficiency by saving you time.
Understanding Work. Centers and Dashboards Step 72 Next, we'll look at the Supply/Demand Work. Center.
Understanding Work. Centers and Dashboards Step 73 In this example, the Supply/Demand Work. Center displays the Supply/Demand Dashboard in the transaction area.
Understanding Work. Centers and Dashboards Step 74 The Supply/Demand Dashboard can consist of four charts that are initially displayed.
Understanding Work. Centers and Dashboards Step 75 Within a chart, you can access an area of interest by clicking on a piece of a pie chart, or a bar on a bar chart. Click the Releasable pie slice in the graphic.
Understanding Work. Centers and Dashboards Step 76 The system takes you to the data for that chart.
Understanding Work. Centers and Dashboards Step 77 Specific actions can be performed on each transaction. Click the Action link.
Understanding Work. Centers and Dashboards Step 78 In this example, you can view the availability of an item. Click the Item Availability link.
Understanding Work. Centers and Dashboards Step 79 The system takes you to the Item/Product Availability page where you can view supply information for the item selected.
Understanding Work. Centers and Dashboards Step 80 Click the Cancel button.
Understanding Work. Centers and Dashboards Step 81 In conclusion, Work. Centers and Dashboards provide you with a centralized area to view personalized data that is relevant to your user role, permission list, or User ID. Work. Centers and Dashboards reduce the need to navigate using traditional navigation methods, improving efficiency for your organization.
Understanding Work. Centers and Dashboards Step 82 You have successfully completed the Understanding Work. Centers and Dashboards topic. End of Procedure.
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