Understanding the Resource Management WorkCenter and Dashboard

The Resource 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 Resource 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

PeopleSoft Classic WorkCenter Tabs and Pagelets

There are common pagelets within a WorkCenter:

  • Main tab:

    • My Work

    • Links

  • Reports/Queries:

    • Queries

    • Reports and Processes

WorkCenters also provide a Welcome pane, which appears to the right of the left pane. A Welcome page explains some of the basic icons that are used throughout the WorkCenter. If a system administrator or an end user (if given access rights) selects the Starting Page check box on the Configure Pagelets component for My Work, Links, Queries, or Reports/Processes, then the option selected replaces the Welcome page in this pane.

This topic provides a general, high-level description of the four types of pagelets that are available in PeopleSoft Classic WorkCenters:

  • My Work Pagelet

  • Links Pagelet

  • Queries Pagelet

  • Reports and Processes Pagelet

  • Pagelet setup, maintenance, and personalization

My Work Pagelet

The My Work section of the Main tab includes links to pages that an end user would need to access on a daily basis. The My Work section can also include exceptions and alerts, where the user would need to take some type of action.

Some links that are set up for the My Work pagelet can be subject to filter criteria that limit the amount of data that is available to a user.

The My Work section can be personalized by end users by clicking the Pagelet Settings icon and then selecting Personalize.

Links Pagelet

The Links section of the Main tab includes additional links to pages or other areas of interest to the user role. A system administrator can determine a list of links that are available to end users, and the end user can personalize which links they want to appear on their WorkCenter.

Links to external pages can be placed in this section as well.

Queries Pagelet

The Query section of the Reports/Queries tab includes links to Query Manager, public queries, private queries, and pivot grids. The system administrator can determine if an end user can add public or private queries. The end user can personalize their private queries.

When a link is selected, the query or pivot grid results appear in the right pane of the WorkCenter or in a new window. Query results can be saved to Microsoft Excel.

Reports and Processes Pagelet

The Reports and Processes section of the Reports/Queries tab includes links to reports and processes. The links take you to the run control page for reports, processes, and the Reporting Console.

The system administrator can determine whether end users can configure their pagelet.

Pagelet Setup, Maintenance, and Personalization

When setting up and maintaining a Classic WorkCenter, setup options are defined at the system administrator level, and personalization options are defined at the user level.

System administrators must perform their setup options first, using the Enterprise Components, WorkCenter/Dashboards component. End users perform their personalization options second, using the Personalize and Configure options in the Classic WorkCenter.

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

This example illustrates the fields and controls on the Resource WorkCenter Page. You can find definitions for the fields and controls later on this page.

 Resources WorkCenter 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:

Setting up PeopleSoft Dashboards is similar to setting up Classic WorkCenters because you use the same pages in Enterprise Components. However, Dashboards can display pivot grids that can also appear on a user’s Home page.

Pivots grids are based on PSQueries and can display the results in a grid format, a chart format, or both. You use the Pivot Grid Wizard (Reporting Tools > Pivot Grid > Pivot Grid Wizard) to design how the page will appear to the user.

Pivot Grids can be added as pagelets (on a user’s Home page or in a Dashboard), to the Queries tab in a Classic WorkCenter, and more.

For more information about WorkCenters, see the documentation for Understanding WorkCenters and Dashboards.

For more information about setting up pivot grids, see PeopleTools: Pivot Grid