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Budget Planning and Management - Delphi Planning - Navigate Delphi Planning Workspace

This article describes how to navigate the Delphi Planning Workspace.

This article describes how to navigate the Delphi Planning Workspace.

Workspace provides four navigation tools:

  • Workspace Menu

  • Workspace Toolbar

  • Workspace Pages (tabs)

  • View and Content panes (application pages)

Workspace Menu

Menubar.png

Navigate Opening applications and workspace pages; administering calculations
File Opening and closing applications, documents and workspace pages
View Changing the workspace window appearance by displaying the Masthead and View Pane
Favorites Adding or removing items from your Favorites menu
Tools Installing Smart View
Help Accessing the online help option and EPM documentation library

Workspace Toolbar

toolbar.jpg

The Workspace Toolbar provides several options for navigating within Workspace. Additional toolbar buttons are available in open data forms.

Home Opens the HomePage tab
 New Document Opens the New Document tab; you can use this to create Workspace pages
Open Document Search system folders to open documents
Explore Opens the Explore tab for accessing reports

Workspace Pages

Each application or form you open in Workspace opens in a separate tab at the top of the screen. You can have multiple items open at the same time, the same way you use multiple tabs in your internet browser. Move between pages by clicking the appropriate tab heading. Also, close a page by clicking the X next to the tab heading.

View and Content Panes

The application page is divided into two sections:

  • View Pane: displays the specific content folders for the application. Delphi Planning has a content folder structure in which data forms are stored.

  • Content Pane: displays the corresponding data form selected in the View Pane.

At any time, a you can hide the View Pane by clicking Maximize in the upper right corner of the Content Pane or clicking the View Pane toggle button.

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Keywords:Hyperion, UCSAL, UCBUD, Budget_Office, Exec   Doc ID:28258
Owner:Levita G.Group:University of Chicago
Created:2013-01-23 16:15 CDTUpdated:2017-03-07 11:34 CDT
Sites:University of Chicago, University of Chicago - Sandbox
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