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 application Home page uses Redwood styling and responsively adapts to different screen sizes, resolutions, and browser zoom levels. Navigation, cards, and other layout elements automatically resize to improve readability and accessibility.

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 and dashboards, 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

See also: Configuring Appearance in Getting Started Guide for Administrators

Global Header

The global header spans the top of the user interface and provides access to key navigation and user options. You can also switch between navigation flows from the global header. It includes navigation icons, accessibility settings, the Settings and Actions menu, options to switch between navigation flows, and a username display.

For administrators, the global header includes drawers for Favorites, Recent Items, and Notifications. These drawers provide quick access to saved favorites, recently visited pages, and banner-message notifications, including previously dismissed messages.

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 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.
(Logo Home)	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.
(Business Process Name)	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.
(Home)	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 accessibility features.
(Favorites icon)	Click the Favorites icon to open a drawer to display 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.
(Recent icon)	Click the Recent icon to open a drawer to display 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.
(Notifications icon)	Click the Notifications icon to open a right drawer that lists instance-level banner messages for admin users. It allows administrators to review applicable notifications, including previously dismissed messages. The icon is visible only to administrators. If no notifications are available, the drawer displays an empty state. To review and read the notification messages, click on the View Notification arrow. Once reviewed, you can click on the back arrow to go back to the Notification drawer.
(Navigation Flow)	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. When you hover over the username, the label appears as <user_name>: Settings and Actions.

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; for example, Financials, Dashboards, Data, and Approvals. 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.

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 Tax Reporting.

• —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.	Overview: Announcing Oracle Cloud EPM - New Redwood Theme
Learn how to customize the interface to streamline workflow.	Overview: Customizing Workflow in Enterprise Performance Management Cloud