UMSO Help Desk
The Fluid Homepages appears when you log in to the Finance system. Homepages consist of a collection of tiles that show information to the end-user, and provide an easy way to navigate around the system. Homepages can be organized with tile content appropriate for your specific role(s). Note: The system imposes a limit of 10 user-defined homepages.
Tiles provide a new navigational and informational structure and they allow users a quick way to perform routine tasks. Tiles give users direct access to targeted transactions.
Creating Your Own Homepage
A Homepage is a collection of tiles often grouped together for related work tasks.
- Navigate to any fluid homepage or click the Home icon.
- Select the Actions List icon and select Personalize Homepage from the menu.
- From the Personalize Homepage screen, click on the Add Homepage button from the side bar on the left. The Add Homepage popup window is displayed.
- In the Add New Homepage edit box, enter the name of the new Homepage, and click the Add button. In the example below we created a homepage called “My New Cool Home Page."
- The new Homepage is available for selection from the left-hand column on the Personalize Homepage screen.
- Click the Save button in the upper right corner to save your changes.
Adding a Tile to Your New or Existing Homepage
- Navigate to the page you want to add as a tile to a Homepage. (In this example: The user is navigating to the Journals page.)
- Click on the Action List menu icon in the upper right corner and select Add to Homepage.
- Select (choose) from available Homepages. (In this example: the user is adding the tile for Journals to My New Cool Homepage)
- Click the Add button. You will get a message noting the tile has been successfully added.
Note: PeopleSoft recommends a limit of eight tiles to a Homepage.
- To check that the tile did get added, navigate to Home, select the Homepage you added the tile to, and the new tile should be available. (In this example: Journals has been added to the My New Cool Home Page).