Understanding the SRM Dashboard

Increasing volumes of operational data place a significant burden on the employee who is responsible for tracking information and reacting to events. As the sophistication of the knowledge worker continues to increase, the demand to provide powerful and easy to use solutions grows. The SRM Dashboard can fulfill this requirement and provide the tools to ease the information overload for employees.

The SRM Dashboard provides you with an aggregated view of the source-to-settle business process, including metrics. It provides you with the ability to view information from several PeopleSoft SRM applications (PeopleSoft Purchasing, PeopleSoft eProcurement, and PeopleSoft Services Procurement). It is a centralized portal page with multiple pagelets that provide buyers and managers with essential information to assist them with their daily jobs in one location. These buyer-facing and manager-facing pagelets are delivered with the SRM dashboard and can be accessed if PeopleSoft SRM applications are installed.

You can add any of these pagelets to your SRM Dashboard page:

  • Activity Monitor.

  • Dispatched Purchase Orders.

  • Live Sourcing Events.

  • Manager PO Contract Spend.

  • Manager PO Spend by PO Date.

  • Manager Spend by Category.

  • Manager Spend by Supplier.

  • Manager Total Schedule Spend.

  • Overdue Purchase Orders.

  • PO Acknowledgement Status.

  • PO Contract Spend by Period (buyer's view).

  • Requisitions to be Sourced.

  • Review ASN (advanced shipping notice).

  • Spend by Category (buyer's view).

  • Spend by Supplier (buyer's view).

  • Total PO Spend by PO Date (buyer's view).

  • Total Schedule Spend by Period (buyer's view).

The information that is displayed on each page or pagelet is either by buyer or manager. When a buyer logs into the system, the first page displayed to them will be their home page with their selected pagelets. The information displayed on each pagelet will be only those purchase orders or requisitions on which they are specified as the buyer. If a buyer is responsible for multiple purchasing business units, the purchase orders and requisitions for the purchasing business units specified on the reporting entity tied to the buyer will display.

When a manager logs into the system, the first page displayed to them will be their home page with their selected pagelets. The information displayed on each manager pagelet will be only those purchase orders or requisitions for the buyers that they manage. If a manager is responsible for multiple purchasing business units, the purchase orders and requisitions for the purchasing business units specified on the manager's reporting entity will display.

See the product documentation for PeopleTools: Portal Technology