Understanding the Treasury WorkCenter and Manager Dashboard

The Treasury 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. For more information about WorkCenters, see Application Fundamentals: Understanding PeopleSoft Classic WorkCenters and Dashboards.

Each pagelet contains links—subdivided into functional groupings—that assist users in completing their everyday work. Typically, each link is followed by a number, which indicates how many rows match the filter criteria for the grid. If no data exist for a link, the link is inactive. When a user clicks a pagelet link, a results grid appears with filtered data that pertains specifically to the user. The Treasury WorkCenter is configurable by organization and function to support different requirements.

All WorkCenters are comprised of two parts: the WorkCenter shells, or pages, delivered as system data and the WorkCenter links. When applied to a customer database, the WorkCenter does not come preconfigured with all the delivered MyWork links. It is the responsibility of the system administrator from your organization to design and add the My Work links from the delivered system data to the My Work pagelet so that users can view the links and access specific pages and pivot grids on the Treasury WorkCenter.

PeopleSoft Cash Management delivers the Treasury WorkCenter with a default Assigned User filter value, VP1, for the My Work pagelets, but your business or organization defines the filter values for each user, changing this to the appropriate value. Depending on the WorkCenter configuration in your organization, each user may be set up to change or remove filters as necessary to customize data for their specific tasks.

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

The Treasury WorkCenter can include these primary tabs and sections:

  • Main tab:

    • My Work

    • Links

  • Reports/Queries tab

    • Queries

    • Reports and Processes

Note:

This feature is no longer supported. However, a fluid version of the Treasury WorkCenter is available. See Understanding the PeopleSoft Fluid Treasury WorkCenter