1. Administering Planning Modules
  2. Familiarizing Yourself With Planning Modules
  3. Navigating

Navigating

Useful navigation tips:

  • To return to the Home page when you’ve navigated away from it, click the Oracle logo in the upper left corner (or your custom logo) or the Home icon Home house icon

    .

  • To see additional administrator tasks in the Navigator, click the horizontal bars next to the Oracle logo (or your custom logo) Link to Navigator.

  • Expand a dashboard to full screen by clicking the Show/Hide bar at the top of the dashboard; click it again to return to normal view.

  • Hover the cursor in the upper right corner of a form or dashboard to see a menu of options appropriate to the context, such as Actions, Save, Refresh, Settings, Maximize Hover menu.

  • In a subcomponent, use the horizontal and vertical tabs to switch tasks and categories.

    For example, use the vertical tabs to switch between reviewing Overview dashboards and planning Expenses. The vertical tabs differ, depending on the features that you’ve enabled.


    vertical tabs

    Use the horizontal tabs to switch categories within a task. For example, in Expense planning, choose between entering expense drivers and reviewing trend-based planning expenses.


    horizontal tabs

    In Financials and Capital, the icon reporting form icon indicates a reporting form for reviewing data, not for data entry. The icon planning form icon indicates that a form is a data entry form for entering planning details.