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.
-
Library (Standard only) - A central place to create worksheets and store and organize planning and consolidation objects (worksheet, Excel worksheets saved from the EPM add-in, and so on) For more information, see Creating Worksheets.
- 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.
- Documents (Standard only) - Provides information about using the Documents view to post, share, and retrieve files, and to manage the display of content. The Documents view contains documents that users have uploaded manually. See Documents.
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
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.
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.
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.
To set individual preferences, click on your name in the upper right corner of the screen and choose Preferences. For more information, see Preferences.
To view your own access right, click on your user name in the upper right corner of the screen and choose Show Access Right. You can also print and export details about your access rights.