Understanding the Expenses WorkCenter and Dashboard

The Expenses WorkCenter is a central navigational component that is designed for the end user. The goal of the WorkCenter is to help an end user become more efficient by accessing frequently used pages and pagelets, and by keeping multiple pages open while performing daily tasks.

The Expenses WorkCenter is delivered with sample data. It is the responsibility of the system administrator from your organization to design and create links so that users can view and access specific links, pages, and pagelets.

For information about setting up PeopleTools options for the WorkCenter, see PeopleTools: Global Technology

Understanding PeopleSoft Classic WorkCenters and Dashboards

This example illustrates how the Expenses WorkCenter can be set up:

This example illustrates the fields and controls on the Expenses WorkCenter Page.

Expenses WorkCenter and Dashboard page

The right side of the page has been configured as Welcome page and can be configured to display specific pagelets and Dashboards that provide specific information as soon as a user accesses the WorkCenter.

To review more information about the links that appear in each pagelet, see:

For more information about setting up dashboards, see Configure Pagelets – WorkCenter/Dashboard Page

WorkCenters are designed for specific roles and provide a central area for users to access key components within Financial and Supply Chain applications. They enable users to access various pages and perform daily tasks without leaving the WorkCenter, thus reducing the time used when navigating through menus.

WorkCenters are delivered as empty components. The system administrator from your organization is responsible for designing and creating links so that users can view and access specific links and pages.

Click to watch a short video about PeopleSoft WorkCenters.

For more information about setting up WorkCenters as a system administrator, see the documentation for Understanding WorkCenters and Dashboards, Configuring Filter Definitions and Values, Configuring Pagelets.

For information about setting up PeopleTools options for the WorkCenter, see PeopleTools: Portal Technology.