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A custom menu is a portal-like page that summarizes a business process and links to important information used in that process.

Features

  • Administrators create custom menus and define security rights to them so they can only be seen by specific groups. For example, you may want certain users to enter data in input schedules or journals, and you may want other users to just see published reports.

  • You can also create one custom menu, but with different views for each type of user. Users access the custom menus to which they have access from Planning and Consolidation action pane. For information on adding a custom menu template to the action pane, see Adding custom menus in Administration Help.

  • A custom menu template is where you define custom menus. You can define the format, content, default parameters, menu items, and functions for a custom menu using the EV_MENUSTYLE worksheet of the custom menu template.

Activities

To open a custom menu, select Open custom menu from the Getting Started action pane.

Note Note

In a custom menu, the Close button closes the active workbook if the active workbook is not the custom menu, and returns to the custom menu.

End of the note.