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This page explains our the new XX available on XX. More Phocas navigation that’s available to try from XX. In addition to a fresh new design, you now hvae a more intuitive way to get around, refreshed look. |
Phocas is organized into three areas; the Phocas menu, the top bar and the content area, which initially displays your homepage.
Phocas menu
Use the Phocas menu on the left of your screen to move around your site. To This menu is collapsable, allowing you to get a better view of whatever page you open, hover . Hover over the menu to display and click 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 return to your homepage.
Analytics, Financial Statements, Budgets & Forecasts, Rebates and CRM - Click a module name to open that module. Depending on the module, either either open its homepage opens directly or you get view a list of options to choose fromits items - the outcome depends on the module. If a module is not enabled for your site, information about that module displays instead.
Recents - Click this item to view a list of theitems you have last opened 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. Click an item to open it in the corresponding module.
Favorites - Click this item to view a list of your favorites. A favorites favorite is an analysis pointspoint, such as a chart or particular view of a grid, that has been saved for quick reference. You can filter the list by keyword and click a favorite to open it in the corresponding module.
Dashboards - Click this item to view a list of your dashboards. A dashboard is a custom page with a collection of widgets that contain content such as charts, lists, nested tables, text, images, videos and web content. You can filter the list by keyword and click a dashboard to open it.
Administration - Available only if you are an administrator, click this item to open the Administration module, where you can manage users and 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 on 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
The bar along the top of your screen displays the following items:
Build status (colored dot).
Title of the page you are viewing, such as the favorite, dashboard or database you have opened in a particular module.
Actions menu - Click the chevron to display a context menu of related tasks actions you can completetake. The options that are available depend on the page you are viewing and your user permissions. Common tasks actions are setting your default view, saving favorites, and adding content to dashboards.
User menu - Click the blue button with your initials on it to open access links to your account settings page and sign out.
Content area
The content in this area is dynamic, it displays whatever page you are on, which could be a favorite, a dashboard, database, or a database that opens in a modulemodule such as Budgets and Forecasts or Rebates. Typically, this is where you view and analyze your data.
FAQs - old versus new navigation
Yes, some things have changed or moved! We put a lot of thought into creating a more intuitive design and layout but here are answers to some questions you might have…
Where is the Actions (star) menu gone?
The Actions menu is still there! It’s in the top bar, next to the page title, accessible via the new blue chevron icon.
The search box is gone - how do I find my favorites, dashboards and databases now?
Each menu item has a search box you can use to quickly filter the list of items that display and find what you need.
- How can I access my Recents now?
Via
Where’s the databases menu? How do I open a database?
You now open each database via its corresponding module menu. For financial databases, use the Financial Statements menu and for all other (non-financial) databases, open the Analytics menu. We retired the original Databases menu.
My Recents used to be in the Actions menu, where are they now?
In the new Recents menu.
Where is the Add Dashboard button gone?
You can now add a new dashboard via the Dashboards menu. We retired the Add Dashboard options that were previously in the top bar and Actions menu.
The Navigate to (global search) box is gone - how do I get around my Phocas site now?
We retired this feature. Use the enhanced Phocas menu to enable you to quickly get where you need to go. Each menu item has a search box you can use to filter the list of items and find what you need.
The Help button is gone now - how do I turn on the in-product help?
We retired the contextual help feature, as the content was static (not no longer being updated )nor was it available for every module. This User Documentation site has all the latest information. You can also use the Resource Centre.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 .and more!What happens happened to the new experience toggle for the homepage?
To do
On this page
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