The main screen is the screen that appears after you log in to the application. It includes these components:
- User Menu: Located in the top right corner of the main screen, the User Menu provides links to the Setup and Admin windows (if you have the required security privileges), and the Log out link. The text of the User Menu link is your user name.
- Navigation Pane: The Navigation Pane appears along the left side of the main screen. You can show and hide it with the Navigation Pane button. In the Navigation Pane, you can access these elements:
- Solution module links: You can access the Investor, Scorecard, Workbook, Forms, Dashboards, and To-Do solution modules.
- Processes and Workflows links: Located above the module links in all modules except To-Do, these links enable you to access features that direct you through various screens in the application.
- Workspace: The workspace is the main area of the main page. It is where you view and work with information in the selected module. When you select the Investor module link, for example, the workspace shows information and controls for the Investor module.
- Title Area: Located at the top of the workspace for all modules except To-Do, the Title area consists of two or three fields that let you choose what to view in the open module. In the Investor module, for example, the Title area consists of the Map, Portfolio, and Data as of fields.
- Menu Bar: Located beneath the Title area, if there is one, the Menu Bar enables you to create and edit items in most modules.
- Toolbar: Located next to the Menu Bar, the Toolbar consists of general controls like Print, Mail, and Save.