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Working with the Funds Homepage

The Funds Homepage is the starting point for managing funds and fund requests.

NOTE: Your company administrator can customize the layout of your Funds Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Creating a Fund or a Fund Request

You can create a fund or a fund request by either clicking Fund or Fund Request in the Create section at the left of the Fund Homepage. For more information, see Creating Records and Fund Fields.

Working with Fund Lists or Fund Request Lists

The Fund Lists and Fund Request List sections show a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard fund lists that are available by default.

Fund List

Filters

All Funds

All the funds that you and your subordinates own

All Active Funds

All the funds that you and your subordinates own with a Status of Active

My Funds

Funds with your name in the Owner field

My Active Funds

Funds with your name in the Owner field and with a Status of Active

The following table describes the standard fund request lists that are available by default.

Fund Request List

Filters

All Fund Requests

All the fund requests that you and your subordinates own

My Fund Requests

Fund requests with your name in the Owner field

My Pending Fund Requests

All fund requests that you own with the status of Pre-Approval Submitted.

Pending Fund Requests

All fund requests with the status of Pre-Approval Submitted.

My Approved Fund Requests

All fund requests that you own with the status of Pre-Approved.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Your Pending Fund Requests

To view your pending fund requests, look in the My Pending Fund Requests section, which shows the following information: Fund Request Name, Fund, Pre-Approved Req, Granted, Approved, Request Date, Due Date, and Status.

Your pending fund requests are the requests with the status of Pre-Approval Submitted.

To expand the list of recently modified funds, click Show Full List.

Viewing Open Activities for Fund Requests

To view the open activities for fund requests, look in the Fund Request - Open Activities section, which shows the following information: Due Date, Priority, Activity, Subject, and Fund Request.

This information provides the list of the open activities that are linked to your fund requests. The Priority field shows the priority for tasks that you or your manager specified, such as 1-High, 2-Medium, or 3-Low. The task priority is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority.

NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.

To expand the list of recently modified fund requests, click Show Full List.

Adding Sections to Your Funds Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Funds Homepage:

  • Pending Fund Requests
  • One or more report sections (your company administrator can make report sections available on your Funds Homepage)

To add sections to your Funds Homepage

  1. On the Funds Homepage, click Edit Layout.
  2. On the Funds Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Related Topics

See the following topics for related Fund information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.