Page Comparison

When you XX (turn it on).

Phocas is organized into three areas; the Phocas menu displays on the left, and on the right, there’s a bar at the top and a content area underneath.

Phocas menu

Image Removed

Image Added

Use the Phocas menu on the left of your screen to move around your site.

To get a better view of whatever screen you’re working on, hover over the menu to display the Collapse button, then click the button. The menu options are still available, they just take up less space. You expand the menu in the same way.

The menu contains the following items:

• Home - Click this item to open your homepage.

• Analytics, Financial Statements, Budgets & Forecasts, Rebates and CRM - Click a module name to access that module. Depending on the module, either its homepage opens directly or you get a list of options to choose from. If you do not have a particular module, you get contains information about that module.

• Recents - Click this item to view links to the 10 most recent places you have visited in Phocas. The Recents menu allows you to see where you've been and get back there quickly, to pick up where you left off.

• Favorites - Click this item to view links to your favorites. A favorite is a an analysis point, such as a chart or particular view of a grid, that has been saved for quick reference. You might have some favorites that have been shared with you and you can create your own favorites.

• Dashboards - Click this item to view links to your dashboards. A dashboard is a page that displays a collection of widgets, which contain content such as charts, lists, nested tables, text, images, videos and web content. Most widgets are based on favorites. You might have some dashboards that have been shared with you and you can create your own dashboards.

• Administration - Available only if you have administration permission, click this item to open the Administration module, where you can manage users, databases, configure your Phocas site and more.

• Resource Centre - Click this item to launch the Resource Centre, where you can access Phocas QuickStart, which has in-product tours, video tutorials and links to this user documentation site. The content is contextual, so depending whether you are on your homepage or in a database, the Resource Centre menu will show you relevant content. It’s a great way to get started with Phocas.

• Give Feedback - Click this item to launch a feedback form, where you can provide feedback and comments to help us improve Phocas.

Top bar

In the bar along the top, you can see the name of the entity you are viewing, which could be a database, favorite or dashboard, along with the build status (colored dot). Next to that name is a chevron button you can click to access the Actions menu. On the far right is your profile button.

The options that display in the Actions menu depend on your user permissions, the entity you are viewing, and the state that the entity is in. Typically, you use this menu to access common tasks, such as save a favorite.

For example, if you are viewing data in the Analytics grid, you get the option to save your view as a favorite. However, if you are viewing a favorite, you get the option to save the changes you make either to the exiting favorite or a new favorite.

Search favorites, dashboards and databases ?

Comments?

Content area

Comparison of old and new

More intuitive way to get around, refreshed look.

FAQs

1. Where is the Actions (star) menu gone?
   The Actions menu is still available in the top bar (when you are in a module/database) but we moved beside the page title and gave it a new icon (chevron).

2. I can’t click the Phocas button to return to my homepage. What do I do?
   Click Home in the menu (just below the Phocas logo).

3. The search box is gone - how do I find my favorites, dashboards and databases now?
   In each submenu.

4. How can I access my Recents now?
   Click the Recents menu item to display a list of your 10 most recently accessed items.

   

5. Where is the Add Dashboard button gone?
   We retired the Add Dashboard option in the top bar, as you can add new dashboards via the Dashboards menu and Actions menu within a page (see 1 above).

6. The Navigate to (global search) box is gone - how do I get around my Phocas site now?
   Use the updated menu. For now, we don't have it. See Scott.

7. The Help button is gone - how do I turn on the in-product help? Scott
   We retired the contextual help feature, as the content was static (not being updated). This User Documentation site has all the latest information. You can also use the Resource Centre.

8. The Help button is gone but I want to access the links to the product Documentation, Academy, Support and Release Notes. What can I do?
   Open the Resource Centre from the bottom of the screen. It has links to all of those items.

9. What happens to the new experience toggle for the homepage?