Home - Dashboard

The Home Dashboard provides a number of navigational links, summary information, helpful tips and more.  This is the default screen a user is presented with after successful authentication.  Below is an example dashboard screen with a description of the various items that may be included.  

Roles

This dashboard is available all Unanet users. The sections and options that appear depend on which roles a user has.

License

This menu option is available with all editions of Unanet.

 

Topics covered on this help page include:


Example Dashboard

 

Note: If the Enable Expense Request Functionality (unasense.request.enable) property is set to false, the Expense Requests widgets and icon will not display.


SubMenu Items

There are currently no submenus under the Unanet main menu item:

 


My Reports

If you have a certain report that you run on a frequent basis with the same or similar selection criteria, you can save and reuse that criteria.  Once you save a report or create an ad-hoc report, you can control which saved reports and/or ad-hoc reports will appear in your My Reports section so that you can quickly run the report directly from your dashboard (without having to supply selection criteria).   

Check out Saving Report Criteria and Adhoc Reporting for more information regarding those topics.


Shared Reports

Similar to the concept of My Reports, Administrators can define saved reports and make them available for others to run.  

Administrators can check out Sharing Reports for more information.


My Lists

Similar to the concept of My Reports, users can define saved selection criteria for various lists for one click running (such as lists of people, list of projects, and even Project Notes selection criteria).  


Quick Links

This section of the dashboard contains links to additional functionality.


Other Main Menu Items

There are a number of additional menu items in the  upper right corner of the main menu.


Dashboard

Clicking on the link on the dashboard title bar, will navigate you to the Preferences >> Dashboard (Dashboard tab) page where you can configure many of the sections on your dashboard, including which reports and lists will appear in your left menu column, which items and in which order various controls will appear in the center section of your dashboards, etc.

 


Pending Approvals Summary

If you have People, Project, or Purchasing approval responsibilities, you may see an approval summary listed on your home dashboard (detailing the number of pending approvals you have outstanding).  

From this list, you can click on the type of approval link to directly access that portion of your approval queue (e.g. clicking on Primary Approvals in the Manager Approvals summary window).   Alternatively, you can navigate to the approval queues via the People >> Approvals, Project >> Approvals, Accounts Payable >> Approvals, or Purchasing >> Approvals menu options.

Note:  AR Managers, Project Approvers, and Customer Approvers  (and alternates for these) can access Accounts Receivable >> Approvals  for customer invoice approvals and reviews (available for Cloud customers only and when Require Approvals Customer Invoice (approval_process.require.approval.customer_invoice) property is "Required" or "Optional").

 

Note: If the Enable Expense Request Functionality (unasense.request.enable) property is set to false, Expense Requests will not display in the approvals.


Purchasing Summaries

If you are a Purchase Requestor, you may see Active Purchase Requisitions and Requested Purchase Order summaries.

If you are a Purchaser, you may see an Active Purchase Orders summary.

Icons (view, edit, etc.)  are available if the user has financial organization access to the PR or PO.

 

Field Descriptions (click on a link below for additional information):

 

 


How To / Tips

Click on the icon on the right-hand side of the screen to expand the How To, Tips, and Custom Links menus.

 

This section of the dashboard will contain links to additional instructions.   The tips displayed will vary depending on the user's role.  

Administrators can control which links and sections appear on the dashboards.

Related Topics