Home Page and Navigation

When you log in to the web client of Business Planning and Consolidation, you can use the main navigation panel on the left side to navigate to the functionality that you want to access.

The main navigation panel is composed of the following categories:

  • Home - Displays your favorite pages and snapshots of charts, and reminds you of the activities approaching a deadline. For more information, see the Home Page section below.

  • My Activities - Displays the activities requiring action by you as the currently logged-on user. For more information, see My Activities.

  • Process Monitor - Displays a complete list of the process instances for you as the process owner of corresponding process templates to monitor. See Process Monitor.

  • Consolidation - Provides information about generating and managing consolidated data to give you an accurate view of the financial situation of your organization. See Run Consolidation.
  • Administration - Enables administrators to perform setup and maintenance tasks for Business Planning and Consolidation. See Administration.
  • System Reports - Provides information about reporting on system information and activity. See System Reports.
Home Page

You can navigate to home page from the main navigation panel. The home page is composed of the following tiles:

Favorites - provides direct links to specific Business Planning and Consolidation web pages that you bookmarked as favorites.

Timeline - provides the activities requiring action by you as the currently logged-on user in deadline order

Charts - provides a snapshot of charts that you pinned to the home page

Navigation

This release of Business Planning and Consolidation is a single page application. You can jump to a certain page in two ways:

  • From the main navigation panel – To jump to a new page, click the icon from the upper left corner and choose a page.

  • From the breadcrumb bar – The navigation path in the breadcrumb bar indicates the position of a page in the application. By clicking the Drill Down button, you can jump to other relevant pages at the same level.

To go back to the previous page, we recommend you use the button inside the application other than the back button on your web browser as we make some customized enhancement to the back button inside the application.

Changing the Environment

Click the button from the upper right corner of the screen and your current environment displays. Click on the environment name to change to another environment. For detailed information, refer to Environment Management.

Context Sensitive Help

You can view help for each feature directly from BPC web client instead of searching it on SAP Help Portal. To open a context sensitive help, click the button from the upper right corner of each page and choose About This Feature.

Setting Preferences

To set individual preferences, click on your name in the upper right corner of the screen and choose Preferences. For more information, see Preferences.