Establishing Profiles and Portal Preferences

Pages Used to Establish Profiles and Portal Preferences

Page Name	Definition Name	Navigation	Usage
My Profile	BC_OPER_DFLT4	select Scorecards, then select My Profile, then select My Profile	Establish the scorecard, business unit, and scenario that you initially view when you access the various scorecard pages. Also specify whether you use multiple currencies.
Select Scorecard	BC_OPER_DFLT	Click the Select Scorecard link on the My Profile page.	Select a default scorecard.
Portal Preferences	BC_OPER_DFLT3	select Scorecards, then select My Profile, then select Portal Preferences	Specify preferences and display options for portal pagelets.
KPI Selection	BC_OPR_PREF_SEQ	Click the Select KPIs link on the Portal Preferences page.	Select the KPIs to view for each portal pagelet. Each pagelet has a specific maximum number of KPIs that are allowed.

My Profile Page

Use the My Profile page (BC_OPER_DFLT4) to establish the scorecard, business unit, and scenario that you initially view when you access the various scorecard pages.

Also specify whether you use multiple currencies.

Navigation

select Scorecards, then select My Profile, then select My Profile

Image: My Profile page

This example illustrates the fields and controls on the My Profile page. You can find definitions for the fields and controls later on this page.

KPI Preferences

Business Unit and Scenario ID

Select the default business unit and scenario to view on KPI-specific pages.

The system automatically uses the values that are defined on the Portal Preferences page for these fields, if they have been specified, but you can override these values.

Apply this to all KPI pagelets

Select to use the specified scenario and business unit for all pagelets. The business unit and scenario ID on the Portal Preferences page are unavailable for entry when you select this option.

Clear this check box to be able to specify the default business unit and scenario independently for each pagelet on the Portal Preferences page.

Default Scorecard

Selected Scorecard

Displays your current default scorecard.

Select Scorecard

Click to access the Select Scorecard page, where you can view a list of scorecards and select a default scorecard.

Use Multiple Currencies

Select if your implementation includes business with different base currencies. When you select this option, a drop-down list box appears on the KPI List page and the Strategy page, which enables you to change the displayed currency.

Portal Preferences Page

Use the Portal Preferences page (BC_OPER_DFLT3) to specify preferences and display options for portal pagelets.

Navigation

select Scorecards, then select My Profile, then select Portal Preferences

Image: Portal Preferences page

This example illustrates the fields and controls on the Portal Preferences page. You can find definitions for the fields and controls later on this page.

The elements on this page control the appearance of the various portal pagelets. You can establish settings only for those pagelets that are associated with applications that you have licensed.

Note: If an option does not apply to a particular pagelet, then that column of the Portal Preferences grid is unavailable for that pagelet row.

Preferences by Pagelet Tab Fields

Business Unit and Scenario

Select which business unit and scenario's data to view on each pagelet.

These fields are unavailable for entry if you select the Apply this to all KPI pagelets check box on the My Profile page, and their values by default are the business unit and scenario that are specified on that page.

Show % of Target

Select to show the value for percent of target (the percentage of the actual value compared to its target value) on the pagelet.

Show ActualValue

Select to show the resolved value for objects on the pagelet.

Set Label Tab Fields

Label

Enter a descriptive label of your choice to display on the pagelet.

Show Assessment

Select to show the assessment.

Show KPI Target

Select to show the target.

Show Trend Indicator

Select to show the trend.

Display Preference

Select which additional options to show on the pagelet. The options that are available depend on the pagelet.

Select KPIs Tab Fields

Sort By

Select the field by which to sort the pagelet's objects. Options are:

Actual Value: Sorts the objects by their resolved value.

% of Target: Sorts the objects by their percent of target value.

Sort Order

Select whether to sort the objects in ascending or descending order.

Request Status

Indicate which project requests the system displays by selecting the status value to view. This option is available only if you are implementing PeopleSoft Project Portfolio Management.

Select KPI

Click to access the KPI Selection page, where you can select which KPI to view for that pagelet.