About 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, approve budgets, 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.

All newly created or re-created Oracle Enterprise Performance Management Cloud services, business processes, and applications use the Redwood Experience as the default theme. You can change the general look and feel of your EPM Cloud environment on the Appearance page. On the Appearance page, you can enable the Redwood Experience or choose a classic theme. Each theme provides different background colors, icon styles, and so on. You can also add a branding logo and background images to the Home page. To change the general look and feel of your environment, see Customizing Your Display.

Example Home Page Displaying the Redwood Experience

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.

Parts of the global header from left to right:

Global Header Part	Description
	The Navigator icon opens the Navigator menu, which serves as a sitemap of the business process and displays links to all of the business process pages to which you have access. Note: Some of the links in the Navigator menu are available only if you're accessing the business process from the desktop.
	Click the Oracle logo to return to the Home page while working elsewhere in the business process. You can display a custom logo instead of the Oracle logo by selecting a Logo Image on the Appearance page.
	The name of the current business process. You can hide the business process name by selecting No for the Display Business Process Name option on the Appearance page.
	The Home icon refreshes the Home page or returns you to the Home page while working elsewhere in the business process.
	Click the Accessibility Settings icon to enable accessibility features.
	If you belong to multiple groups or if a navigation flow is assigned to a role, click the navigation flow icon to switch navigation flows at runtime.
	Click your user name to access the Settings and Actions menu.

Work Area

The work area on the Home page displays either a theme-based background image or a custom background image. The icons that display in the work area link you to each functional area of the business process to which you have access; for example, Financials, Dashboards, Approvals, and Data. The three dots above an icon label denotes that the icon opens a grouping of sub-icons, called a cluster.

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

To replace the theme-based background image in the work area with a custom background image, select Background Image on the Appearance page.

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.

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.

• 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 Planning.

• Activity: Summarizes system announcements (the most recent announcement, sorted by effective date, appears at the top) and lists your open tasks. Click Announcements to flip the panel and view announcements. Click Tasks Due Today to flip the panel and view your tasks.

• Recent: Displays a list of links to recently visited forms and dashboards (up to 15 items). Clicking a link will launch the item in a secondary window. Clicking the star next to a link will tag it as a favorite.

• Favorites: Displays a list of links to forms or dashboards that were tagged as favorites, and prevents them from being overwritten. Click a link in Favorites to launch the item in a secondary window. To add items to Favorites, click Recent to view your recent user activity, and then click the star to the right of the item.

• : 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 Experience theme.	Overview: Announcing EPM Cloud's new Redwood Theme
Learn how to customize the interface to streamline workflow.	Overview: Customizing Workflow in Enterprise Performance Management Cloud