peoplesoft workcenter presentation 20150901
TRANSCRIPT
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