Function documentationPersonalization of the Workbench Locate this document in the navigation structure

 

You use this function to personalize the following in the consolidation workbench:

  • Displaying of views (process view, technical view, tools)

  • Displaying of Customizing objects in different views

  • Value lists in hierarchy maintenance

  • Various general settings (for example, prompt for transport requests)

Features

Settings
General Settings

You can specify whether to use the following options:

  • Display help texts for Customizing

  • Display the welcome screen when the workbench is launched

  • If you automatically record Customizing changes in the current client: Prompt for the transport request only once per session

  • If you have activated automatic recording of transports in the current client and you have selected Prompt Transport Request Only Once: Prompt for the transport request again the next time you save

    You can select this option only if you have started the personalization within the workbench, and not within user maintenance or role maintenance (see also Activities below).

For more information about these general settings, see the field help.

Main Navigation: Views

Here you choose which views are visible in the workbench:

  • Process view

  • Technical view

  • Tools (hidden by default)

    Note Note

    All three views cannot be deactivated at the same time – at least one view must be activated. If you need to prevent a user from using the workbench, this restriction can be configured in transaction authorizations.

    End of the note.
Main Navigation: Process View, Technical View, and Tools

Prerequisite for these settings: You have configured the Customizing settings for the data model, the master data, and the consolidation functions. Only then are all related Customizing objects visible.

For each view, you choose which Customizing objects are visible in the workbench. For example, you can hide the Customizing objects for specific consolidation functions.

Note Note

  • If a Customizing object exists in both the process view and the technical view, and you hide the Customizing object in one of the two views, the object is still visible in the other view.

  • In role maintenance (see below), you cannot specify that all Customizing objects are to be hidden.

End of the note.

The settings that determine whether Customizing objects are displayed always apply to the current consolidation area.

Where You Can Personalize Your Settings

You can make the workbench settings listed above at three locations:

  • In the workbench

  • In user maintenance

  • In role maintenance

In the workbench, you configure the settings for yourself only.

In role maintenance, you define the maximum available to the user for the views and for the Customizing objects of each view. This means that a user in the workbench or in user maintenance cannot select more Customizing objects than were provided in the role – the user can only select fewer objects than those provided.

If a user is assigned to multiple roles, he or she sees the merged list of the selected Customizing objects of all of these roles.

Example Example

User U has the roles A and B. All Customizing objects of the process view are selected in role A, and all Customizing objects of the technical view are selected in role B.

Consequently, user U sees the Customizing objects of the process view as well as the Customizing objects of the technical view.

End of the example.

However, different settings in user maintenance and role maintenance can result in a situation where a user cannot see any Customizing objects in the workbench.

Example Example

User X has the role C. This role is defined so that the user sees only the Customizing objects of the process view and only those concerning analysis.

The user record for user X is defined so that the process view shows only the Customizing objects for the consolidation monitor.

End of the example.

In role maintenance, you define the defaults for all general settings and for the value lists and hierarchies.

The general settings for each user always take precedence over the role defaults.

Note Note

If access right restrictions have not been specified in the personalization settings for a user or role, the system does not take these settings into account when deriving the access rights.

For example, a user is assigned to roles X, Y, and Z, for which settings have been configured that restrict access to the consolidation workbench. The user is also assigned to role A, for which no consolidation workbench settings have been configured. In this case, the system does not take into account the personalization settings for role A when deriving the access rights for the consolidation workbench. The system only takes into account the restrictions specified in roles X, Y, and Z as well as those in the personal settings for the user.

End of the note.

Activities

Workbench

  1. To change the settings for the workbench, in the workbench menu choose   Edit   Settings  .

  2. Configure your settings for the workbench.

  3. Save your entries.

User Maintenance (Transaction SU01)

  1. To change the settings for the workbench, call user maintenance in change mode.

  2. Go to the Personalization tab page.

  3. Select the object R_BCS_Workbench, and choose Change.

  4. The Maintain User dialog box appears.

  5. Configure your settings for the workbench.

    Note Note

    To delete the personalized settings for a user and reset them to the default settings, choose Default Values.

    End of the note.

  6. Save your entries.

Role Maintenance (Transaction PFCG)

  1. To change the settings for the workbench, call role maintenance in change mode.

  2. Go to the Personalization tab page.

  3. Double-click the personalization object R_BCS_Workbench.

  4. Configure your settings for the workbench in the dialog box that appears.

  5. Save your entries.

The personalized settings are transported along with the role.

Note Note

As in user maintenance, you can delete the personalized settings by choosing Default.

End of the note.