Understanding the Contract/Sourcing WorkCenter and Dashboard
The Contract/Sourcing WorkCenter is a combination of the Supplier Contracts and Sourcing applications designed to show the business flow together as a single process. The Contract/Sourcing WorkCenter is a role-based central navigational component that meets the demand of a more productive and streamlined work environment in executing day-to-day activities without having to navigate away from the Work Center. The Work Center is configurable by organization and by function to support different requirements. The Contract/Sourcing WorkCenter is delivered with sample data and your system administrator can tailor, design, and create additional links for access to specific pages, pagelets, and commonly-accessed internal or external sites
For a general understanding of WorkCenters and how to configure them, see PeopleSoft Application Fundamentals.
When setting up and maintaining a WorkCenter, there are setup options that are defined at the system administrator level and personalization options that are defined at the user level. The system administrator must perform their setup options first, using the Enterprise Components, WorkCenter/Dashboards component. The end user performs their personalization options after the administrator’s configuration, using the Personalize and Configure options in the WorkCenter
The My Work section of the Main tab in the Contract/Sourcing WorkCenter includes links to pages that you would need to access on a daily basis. The My Work section can also include exceptions and alerts, where you 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.
If enabled by the system administrator, you can personalize your My Work section by clicking the Pagelet Settings icon.
The Links section of the Main tab in the Contract/Sourcing WorkCenter includes links to pages or other areas of interest to the user role. A system administrator maintains the list of links that are available to the users, as well as related security. You can then personalize the links that you want to access from your WorkCenter. Commonly-used external links can also be added to this section.
The Query section of the Reports/Queries tab in the Contract/Sourcing WorkCenter can include 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, and you can personalize your queries accordingly. When a link is selected, the query or pivot grid results are displayed in the right pane of the WorkCenter or in a new window. Query results can be saved to Microsoft Excel.
The Reports and Processes section of the Reports/Queries tab in the Contract/Sourcing WorkCenter 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 enable users to configure this pagelet to their own specifications.
The Contract/Sourcing Dashboard is a Homepage that contains pagelets in the transaction area. The Contract/Sourcing WorkCenter Dashboard is accessed from the Contract/Sourcing WorkCenter.
For information about setting up PeopleTools options for the WorkCenter, see PeopleTools: Global Technology and PeopleTools: Portal Technology.
This example illustrates the fields and controls on the Contract/Sourcing WorkCenter. You can find definitions for the fields and controls later on this page.
