Defining User Preferences

This section provides an overview of user preference settings and discusses how to:

Define user preferences for inquiry pages.
Define user preferences for portal pagelets.

Pages Used to Define User Preferences

Page Name	Definition Name	Navigation	Usage
User Preferences - Inquiry Preference	GC_USER_PREF_INQ	select Global Consolidations, then select Define Consolidations, then select Common Definitions, then select User Preference, then select Inquiry Preference	Define user preferences for inquiry pages.
User Preferences - Pagelet Preference	GC_USER_PREF_PLETS	select Global Consolidations, then select Define Consolidations, then select Common Definitions, then select User Preference, then select Pagelet Preference	Define user preferences for PeopleSoft Global Consolidations pagelets. These pagelets are available on various portals.

Understanding User Preference Settings

Completing the user preferences pages enables the system to use the field values that you specify as the default data that appears on various inquiry pages. For example, if you know that you'll want to review data for a specific business unit most of the time, then you would specify that business unit here. When you use an inquiry page, the business unit field is already populated with the value that you provided. This enables default values to be set by user ID; the user can override the defaults when running an inquiry.

User Preferences - Inquiry Preference Page

Use the User Preferences - Inquiry Preference page (GC_USER_PREF_INQ) to define user preferences for inquiry pages.

Navigation

select Global Consolidations, then select Define Consolidations, then select Common Definitions, then select User Preference, then select Inquiry Preference

Image: User Preferences - Inquiry Preference page

This example illustrates the fields and controls on the User Preferences - Inquiry Preference page. You can find definitions for the fields and controls later on this page.

Primary Inquiry Options

Specify the default Business Unit, Tree Name, Scenario ID, Fiscal Year, Period, and Prep Phase (ledger preparation phase).

For the year and period, either select Most Recent Period, so that the latest year and period appear by default, or clear Most Recent Period, and enter a specific year and period in the Fiscal Year and Period fields.
Prep Phase is optional and allows you to specify the ledger preparation phase that you want to select as a primary inquiry.

Your options for Prep Phase are Ledger Enrichment or Preparation Manager.

Additional Inquiry Options

Specify the default options to use for inquiry pages that enable you to compare data.

Enter the Scenario ID, and for the time frame to compare, select one of these options:

Prior Period of Primary Period:Compares data from the previous period.

Prior Year of Primary Period:Compares data from the previous year.

Same as Primary Period: Compares data from the same period and year. This is typically used when you are comparing two different scenarios.

Specify: Compares data from the fiscal year and period that you enter.

Book Code Group

Specify the default book code group.

Book Code Group appears on the User Preferences - Inquiry page when book code functionality is enabled on the General Options page.

Detail fields to show when drilling to ledger

Insert rows within this grid and specify which Dimensions to display when viewing details for the data. Select Show Description to display the dimension value's description.

Display Tree using Description

Select if you prefer to see on pages with trees the description for the nodes rather than the node IDs.

User Preferences - Pagelet Preference Page

Use the User Preferences - Pagelet Preference page (GC_USER_PREF_PLETS) to define user preferences for PeopleSoft Global Consolidations pagelets.

These pagelets are available on various portals.

Navigation

select Global Consolidations, then select Define Consolidations, then select Common Definitions, then select User Preference, then select Pagelet Preference

Image: User Preferences - Pagelet Preference page

This example illustrates the fields and controls on the User Preferences - Pagelet Preference page. You can find definitions for the fields and controls later on this page.

The fields in the Primary Pagelet Options and Additional Pagelet Options group boxes are the same as those listed in the section for the User Preferences - Inquiry page.

Because Global Consolidations pagelets have limited space, you can specify the default dimensions to include by inserting rows into the Include Dimensions grid, and specifying which dimensions to display. Select Show Description to view the dimension values instead of the IDs. Only the first dimension that is inserted appears on pagelets.

Optionally, you can limit the default data shown in pagelets by selecting the Use Values Specified Below check box. Click Refresh, and insert one or more rows to enter the criteria for which data to view (based on the dimensions that are specified in the Include Dimensions grid).