Setting up Insights Dashboards for Supplier Contract Management

PeopleSoft Supplier Contract Management delivers Insights dashboards to analyze Supplier Contract data using different visualizations.

To set up Insights dashboards for Supplier Contract Management:

  1. Use the Deploy Search Definition page to deploy the search definition (PeopleTools, Search Framework, Administration, Deploy Search Objects).

    The PeopleSoft Supplier Contract Insights search definitions are:

    • EP_CS_DOC_CONTRACTS

    • EP_CS_DOC_ADHOC

    • EP_CS_DOC_PURCHORDRS

    • EP_CS_DOC_SOURCING

    See also Search Definitions and Privileges for a list of Supplier Contract Management search definitions for PeopleSoft Insights dashboards.

  2. Use the Schedule Search Index page to run the Build Index process (PeopleTools, Search Framework, Administration, Schedule Search Index).

    The first time you run this process for a search index, you should always select Full Index as the Indexing type. You can run incremental indexes after that.

  3. Use the Deploy Insights dashboards page to deploy the dashboard and the tile (PeopleTools, Search Framework, Administration, Deploy Insights Dashboards).

    When you deploy a dashboard, you are copying the dashboard from the PeopleSoft database to your instance of PeopleSoft Insights. The deployed dashboard is then available on the Saved Objects page in the Management section on the Insights home page. Use the Deploy Insights Dashboards page to deploy or update a dashboard. For more information on Deploying a Dashboard, see PeopleTools:Search Technology, Working with Insights Dashboards for PeopleSoft Application Data, Deploying a Dashboard.

  4. Use the Personalize Homepage Page to add the tile to a homepage.

  5. Use the User Roles page to add the privileges to users (PeopleTools, Security, User Profiles, User Profiles).

    The PeopleSoft Supplier Contract Management privileges are:

    • Insights CS Edit Privilege

    • Insights CS View Privilege

    See also Search Definitions and Privileges for a list of all product privileges for PeopleSoft Insights dashboards.

PeopleSoft Supplier Contract Management provides the Supplier Contract Insights tile associated with Insights dashboard.

For additional information about how to add a tile to a PeopleSoft Fluid Home page, see Adding Homepages and Tiles and PeopleTools: Application User’s Guide, “Working With PeopleSoft Fluid User Interface”, Working with Fluid Homepages and Dashboards, Managing Tiles on Fluid Homepages and Dashboards.

This example illustrates the Supplier Contract Insights tile

 Supplier Contract Insights Tile