peoplesoft workcenter presentation 20150901

PeopleSoft WorkCenter

Telly IpockSept, 2015

Agenda

• What is PeopleSoft WorkCenter?• Create / Set up• Configuration Process• End User Personalization

Introduced in PeopleSoft 9.2A one-stop command center to process, conduct transactions, take action on alerts and view reports and analytics. •Consolidates tasks, easy multitasking•Secure, role-based•Highly configurable•Reduction in navigations•Improved effectiveness

What is PeopleSoft WorkCenter

Minimum requirement: PT 8.51

Improved version: PT 8.52

Fully functional: PS 9.2, PT 8.53

WorkCenter PageletsStandard WorkCenter Pagelets: My Work, Links

My Work

Links

Transaction Area/ Work Area

Task Panel

WorkCenter PageletsStandard WorkCenter Pagelets: Queries, Reports & Processes

Queries

Reports / Processes

Transaction Area

Asset ManagementAccounts PayablePricingContract / SourcingBuyerSupply / DemandGrantsProjects

PeopleSoft Delivered WorkCenters

Maintenance ManagementResourceStaffingExpensesBillingTreasuryJournals

PeopleSoft Delivered WorkCenters (Example)

PeopleSoft Delivered WorkCenters (Example)

PeopleSoft Delivered WorkCenters (Example)

PeopleSoft Delivered WorkCenters (Example)

1. Create a new content reference1.1 PeopleTools > Portal > Structure and Content

Create / Setup a WorkCenter

1. 2 Scroll down to bottom -> Add Content Reference

Create / Setup a WorkCenter

1.3 Fill in all necessary general information for the content reference, such as Name, Label, URL info, Component Parameters.

Create / Setup a WorkCenter

Can use a delivered component or a custom component.

The first page in this component will be the landing page for your WorkCenter.

Create / Setup a WorkCenter1.4 Add content reference securitySave

Create / Setup a WorkCenter2. Create your WorkCenter and assign it to your newly created content reference2.1 Go to PeopleTools > Portal > WorkCenter > Manage WorkCenter Pages

Create / Setup a WorkCenter2.2 Scroll down and click the “Create new WorkCenter page link”

Select the starting page optione.g. Existing menu item

Create / Setup a WorkCenter

Select the menu item

2.3 Add Pagelet Groups information such as ID and Label

Create / Setup a WorkCenter

Create / Setup a WorkCenter3. Create a folder for your pageletsPeopleTools > Portal > Structure and Content

Scroll down and click“Add Folder” link

Create / Setup a WorkCenter

Enter Name and Label for theFolder and click “Save”

4. Create a navigation collection for the Links pagelet4.1. Go to PeopleTools > Portal > Portal Utilities > Navigation CollectionsClick the link “Add Collection”

Create / Setup a WorkCenter

4.2 Enter Name for the navigation and click “Add Link”.Then select source links to the Links pagelet. Save when done.

Create / Setup a WorkCenter

4.3 Go to the Publish Collection tab and select publishing options

Create / Setup a WorkCenter

4.4. Create a pagelet to hold your navigation collectionGo to PeopleTools > Portal > Pagelet Wizard > Pagelet Wizard.Add a new value.

Create / Setup a WorkCenter

Follow 6 steps to configure the Pagelet

Create / Setup a WorkCenter

1. Specify Pagelet Information 2. Select Data Source

Create / Setup a WorkCenter3. Specify Data Source Parameters 4. Select Display Format

Create / Setup a WorkCenter5. Specify Display Options 6. Specify Publishing Options

Complete all 6 steps, Save all, and click “Finish”

6. Create Pagelets to use PS Queries to display data as a chart or table

Pagelet Wizard ->Add a new value ->Complet 6 steps

At step 2, choose “PS Query”for Data Type and select theQuery to display

Create / Setup a WorkCenter

Create / Setup a WorkCenter7. Add pagelets to your WorkCenter Note: creating multiple pagelet groupswill create multiple tabs in your WC7.1 Go to PeopleTools > Portal> WorkCenter> Manage WorkCenter Pages7.2 Select the WorkCenter7.3On the Configure WorkCenterPage, Pagelets area, add pagelets created

View Your WorkCenter!

Two ways to configure a WorkCenter:1.The Data Migration WorkbenchWorkCenters provide critical My Work Link filters that are based in SQL application classes. ADS (Application Data Set) can be used to migrate My Work Links, Filters, and Pagelet Configurations between databases, and ultimately to the production environments.

2. Common Applications FrameworkMain Menu >Enterprise Components > WorCenter/Dashboards > Configure Pagelets

Configure a WorkCenter

Enterprise Components > WorkCent/Dashboards > Configure Pagelets

Configure a WorkCenter

Configure a WorkCenterConfigure each tab for corresponding pagelet accordingly:My Work, Links, Queries, Report/Processes

End users can personalize their WorkCenter.

Personalize a WorkCenter

Thank you!

Questions