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.

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

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.
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.
	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 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.

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.

• 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.

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

Table 2-2 Home Cards

Card Name	Description
Tasks	From Tasks on the Home page, you can view these tasks and their details: Worklist displays all tasks for a specified POV that you are authorized to view. Tasks displays tasks for Task Manager Supplemental Data Tasks displays tasks for Supplemental Data Manager. Supplemental Data Analysis displays the data sets for the selected filters for Supplemental Data Manager See, "Working with Tasks"
Operations	The Operations Overview dashboard provides metrics on the status of all tasks and deployed supplemental data forms, to see which tasks were completed on time from those that were late, and providing a count of those tasks.
Tax Provision National	National jurisdictions categorize the provision for income tax at a federal or country level. See Working with National Tax Process.
Tax Provision Regional	Regional jurisdictions can represent a state, province, territory, or other subdivision. For purposes of deductibility, Regional tax amounts can be set up to automatically flow into national calculations. See Working with Regional Tax Process.
Tax Provision Interim	A tax rate is generated at the beginning of the year for summary periods, such as Quarterly or Yearly. An Administrator or Power User can also create interim tax periods, for example, monthly or non-year end, to estimate the current and deferred taxes for the interim period, based on the Annualized Estimated Effective Tax Rate (AEETR). See Interim Tax Provisioning Overview.
Total Tax	The Total Tax dashboards provide analysis on the Consolidated Effective Tax Rate and Cash Tax by Entity and by Jurisdiction. You can also drill into details for each entity or jurisdiction. See Reviewing Total Tax Dashboards.
CbCR	Country-by-Country Reporting enables large multinational corporations to provide an annual return detailing key elements of the financial statements by jurisdiction. The report provides local tax authorities visibility to revenue, income, tax paid and accrued, employment, capital, retained earnings, tangible assets and activities. See Working with Country-by-Country Reporting (CbCR).
Approvals	Administrators can set up an approval process to transfer ownership of data, provide review control, and ensure data privacy. Service Administrators, Power Users and Users automatically have access to the Approvals card. See Reviewing and Approving Data.
Library	The Library provides a central location for you to directly access different forms and reports within Tax Reporting. From the Library you perform a number of tasks, such as assigning permission to forms and dashboards, editing and generating reports. See Working with the Library.
Application	Through the Application, you can set up Consolidation, Rules, Configuration, Settings, work with Task Manager and Supplemental Data, set valid Intersections, run Jobs, monitor Services, and run Reports. See the following sections in the Administering Tax Reporting guide. Managing Application and System Settings Managing Applications
Tools	Tools support Tax Reporting, enabling you to set the Appearance, Variables, Announcements, Artifact Labels, Access Control, Daily Maintenance, Navigation Flows, User Preferences, Connections, Audit and Migration. See the Administering Tax Reporting guide.
Academy	The Academy links to training overview videos and tutorials. To access the Academy, select the Academy icon from the Home Page. Available to all users.

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