The planning and Matrics Home Page is personalised to show only planning information that relates to you. This can be defaulted to My performance, My Quick Update or the Executive Intelligence page. You may configure this through the My Settings page. This will default to My Quick Update as default. ''My Quick Update will be shown as the default. You may configure this through 'My Settings' page.
If you find that your responsibilities are not showing on your home page, then speak with your systems Administrator to confirm that the correct staff member is linked to your login. This is verified under the Administration section > Manage Users.
Welcome Panel
Once you navigate to Home Page interplanthe Planning & Metrics Module, you will see a welcome panel (screen shot below) with your organisation logo on the top left corner and your name and job title with photo on the top right corner.
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Please note that Welcome Panel items will appear as per your user permissions settings. Different user roles and their permissions are described in User Roles section. |
Given below are the Home Page options available for you to select. You will be able to navigate to these pages through the Welcome Panel or through the Workspace menu as well.You will be able to navigate to these pages through the Welcome Panel or Workplace menu.
This can be configured through Workspace -> My Settings. If the options are not available, contact your Administrator.
Note that Executive Intelligence homepage and any executive tool will be available only if you are a user with executive privileges.
Also you can navigate to My Reports, Executive Portal and My settings using the options given in welcome panel.
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Last revised: September 23, 2018