Create apealing Dashboards with PeopleTools 8.52

Create apealing Dashboards with PeopleTools 8.52

Oracle has added another great feature to PeopleTools 8.52:

Dashboards

A dashboard is an overview consisting of pagelets containing information about a certain subject. Until now you were able to add pagelets to your home screen or workcenters. Because you only have one PeopleSoft home page, you are limited in the number of pagelets you can add to get a clear view of what is happening in your business or which actions you need to take. Workcenters did add some additional productivity, but you are limited to add pagelets only to one frame of the browser.

With dashboards you can create a summary of all information you need about a certain business area. Better yet you can create multiple dashboards that will provide you all the information you need in one view, without the need to navigate through the PeopleSoft menu.

If you have installed HCM 9.1 Feature Pack 2, you will get 2 dashboards out of the box.

• Manager Dashboard (screen above)
• Talent Summary Dashboard (screen below)

So how do you create a dashboard?

To create and manage existing dashboards you start off by navigating using the menu path Main Menu – PeopleTools – Portal  – Dashboard – Manage Dashboard Pages.

At this page click on the link Create new dashboard page.

Enter a name for the dashboard you want to create. To add the dashboard access to the PeopleSoft Menu, click on the prompt button for the Parent Folder field.

Here you can select the parent folder directly from the content reference tree where you want the dashboard link to reside.

 After selecting the Parent folder, add a sequence where you want the link in the menu order to reside. Optionally you can secure the dashboard with permissionlists. Click on save and a content reference to the dashboard will be created. At this time you have an empty dashboard.

To add pagelets to your dashboard, click on the Pagelets button on the Manage Dashboard Pages page.

Just as you would select pagelets to be shown on the homepage, you select the pagelets you want to appear on your dashboard. With the layout tab you can define to have two or three columns to appear and you can arrange your pagelets.

In fact, that’s all there is to it … You have now configured a dashboard and added it to the PeopleSoft menu without any coding or customizations.

Oracle is adding more and more features to PeopleSoft that change the way the end-user is experiencing PeopleSoft. It is making a shift from administration/registration to productivity/efficiency/role-based pages/BI. This sounds a lot like the foundation blocks of Fusion Applications…

Is Oracle preparing us for Fusion Applications by changing the look and feel and the way we work with PeopleSoft, so that the transition to Fusion Application will not be such a big leap?

See the dashboards in action.

HCM Manager Dashboard

HCM Talent Summary

CRM Agent Dashboard

CRM Manager Dashboard

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