Overview of the Home Page

After you create the business process, the Home page is the launch point for accessing your business process tasks.

The interface provides an intuitive user experience and an overview for quick access to commonly used functions. For example, users can access their tasks, work with data, view reports, and control settings. Service Administrators can manage and customize the business process, create forms, dashboards, and infolets, import and export data and metadata, schedule jobs, define valid intersections, make announcements, and create cross-environment connections.

You can change the general look and feel of your Oracle Fusion Cloud Enterprise Performance Management environment on the Appearance page.

Example Home Page Displaying the Default Redwood Theme


Home page with the default Redwood theme

Global Header

The global header is the area that stretches across the top of the user interface. It contains navigation icons as well as access to accessibility settings and the Settings and Actions menu. You can also switch between navigation flows from the global header.


Financial Consolidation and Close Global Header

Parts of the global header from left to right:

Global Header Part Description
Navigator

The Navigator icon opens the Navigator menu, which serves as a sitemap of the business process and displays links to all the business process pages to which you have access.

Some of the links in the Navigator menu are available only if you're accessing the business process from the desktop.

Oracle logo

Click the Oracle logo to return to the Home page while working elsewhere in the business process.

Business Process Name

The name of the current business process.

Link to Home page

The Home icon refreshes the Home page or returns you to the Home page while working elsewhere in the business process.

Accessibility Settings icon

Click the Accessibility Settings icon to enable the accessibility features.

Switch Navigation Flows icon on Home page

If you belong to multiple groups or if a navigation flow is assigned to a role, click the Navigation Flows icon to switch navigation flows at runtime.

User settings and actions

Click your user name to access the Settings and Actions menu.

Work Area

The work area on the Home page displays icons that link you to each functional area of the business process to which you have access. The three dots above an icon label denotes that the icon opens a group of sub-icons, called a cluster.

The Academy icon links you to a variety of resources that provides information about using the business process.

Infolet Navigation

If your business process uses infolets to show high-level, essential information, you can explore them by clicking the dots that appear beneath the global header. Arrows are also available on the sides of the Home page to help you navigate easily between the Home page and infolet dashboard pages.


Navigation infolets

Announcements Panel

The Announcements Panel displays your user name and profile picture (if set), any system announcements entered by the Service Administrator, and helps you track your activity.


Home page Announcement Panel

  • You can set your profile picture to display at the top of the Announcements panel of the Home page. To set your profile picture, click Tools, and then User Preferences. For more information, see Setting Your Profile Picture in Working with Financial Consolidation and Close.

  • Activity: Summarizes system announcements (the most recent announcement, sorted by effective date, appears at the top) and lists your open tasks. Click Announcements to view the full announcement text. Click on any of the task metrics to view the Worklist with those tasks.

  • Tour icon: Click the Tour icon to launch a video about key features in the business process.

Videos

Your Goal Watch This Video
Explore the default Redwood theme. video icon Overview: Announcing EPM Cloud's new Redwood Theme
Learn how to customize the interface to streamline workflow. video icon Overview: Customizing Workflow in Enterprise Performance Management Cloud