| Info |
|---|
This page explains the new Phocas navigation that was released on XX. In addition to a fresh new design, you now hvae a more intuitive way to get around. |
Phocas is organized into three areas; : the Phocas menu, the top bar, and the content area, which initially displays your homepage.
1. Phocas menu
Use the Phocas menu on the left of your screen to move around your site. This menu is collapsable, allowing you to get a better view of whatever page you open. Hover over the menu to display and click the Collapse 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 to either open its homepage or view a list of its items - the outcome depends on the module. If a module is not enabled for your site: [not sure if we should say this]
Phocas users - information about that module displays instead.
Epicore users - 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 favorite is an analysis point, 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.
the module
does not appear in the menu.
2. Top bar
The bar along the top of your screen displays the following items:
Build status (colored dot) of the database, where applicable (indicated by a colored dot). The color of the dot indicates the status: Green = Available, Yellow = Queued, Blue = Building and Red = Failed. You can hover over the dot to view the status information.
Title of the page you are viewing, such as the favorite, dashboard or database you have opened.
Actions menu - Click the chevron arrow next to the page title to display a context menu of related actions you can take. The available options that are available depend on the page you are viewing and your user permissions. Common 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 the right-hand side of the bar to access links to your account settings page and sign out.
3. Content area
The content in this area is dynamic, it displays whatever page you are on, which could be a favorite, dashboard, database, or a module such as Budgets and & Forecasts or Rebates. Typically, this is where you view and analyze your data.
Keyboard shortcuts
[to be tested - ask hamish if we should keep]Here’s a list of handy keyboard shortcuts you can use in Phocas Analytics:
Alt+/ - Activates HelpAlt+C - Custom mode
Alt+H - Goes to Home page
Alt+i - Displays Information dialog
Alt+R - Reset
Alt+S - Advanced search
Alt+Up, Alt+Down - Switches between dimensions
Ctrl+C - Copy from the grid
Ctrl+P - Dashboard print
Ctrl+Space - Focuses on a selection
Mobile
devices [to be tested - ask hamish if we should keep]The basic navigation on a mobile device is essentially the same as on the desktop, with easy alternatives to keyboard and mouse selection. Phocas automatically detects the screen size on your device and optimizes your view.
On a device you will typically see the grid without all the surrounding options, to maximize screen space. You can either stay in Mobile view or choose Desktop view for all or part of a browsing session.
The following touch gestures can be used to make selections and instead of right-clicking on rows to access further information and filtering. They are supported on iOS, Android and Windows touch.
A single touch followed by a double touch select or deselects.
To select multiple rows, tap to select the first row in the desired selection and then double-tap on the last row. Every row in between will be selected.
To deselect multiple rows, tap to deselect a currently selected row and then double-tap on the last row to deselect. Every row in between will be deselected.
A long touch (hold) acts as a right click.
To open the help menu, tap and hold on a cell for half a second.
navigation
You can view Phocas on your mobile device. However, the mobile version has less functionality, as you are not expected to complete certain tasks from such a small screen. For example, you cannot create new databases or dashboards.
After you sign in to your Phocas site, click the button in the top-left corner to display the menu. The menu takes up the full screen. Select an option as usual. The sub-menu displays over the top. You can then select an item to open it, or go back or close the menu.
If you want to switch to a desktop view, click the button with your initials or image on it (in the top-right corner of the screen), then select Desktop view.
FAQs: Navigation changes
Yes, some things have changed or moved! We released the new look Phocas navigation on XXnavigation in September 2023 and in February 2024, we removed the option to switch back to the old navigation. We put a lot of thought into creating a more intuitive design and layout but here are answers to some questions you might have…have …
Where is has the Actions (star) menu gone?
The Actions menu Quick access to common actions is still thereavailable! It’s in the top bar, next to the page title, accessible via the new blue chevron arrow icon.
Where’s the databases menu? How do I open a database?
You now open each database via its corresponding module menu in the sidebar. For financial databases, use the Financial Statements menu and for all other (non-financialoperational) 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 Recents in the new Recents side menu.
Where is has the Add New Dashboard button gone?
You can now add create a new dashboard via the Dashboards menu. We retired the Add Dashboard options that were previously old plus sign in the top bar. ‘Add to dashboard’ moved as part of repositioning of the Actions menu (see the Answer to Question 1 above for more detail).
How do I add content to the dashboard now that the Actions (star) menu has gone?
Click the new blue arrow next to the database or favorite name and select Add to dashboard.
Where do I go to save a favorite now that the Actions (star) menu has gone?
Click the new blue arrow next to the database name and select Save as favorite. See the previous image.
The Navigate to (global search) box is gone - how do I get around find items on 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 In the side menu, select the Analytics or Financial Statements modules to access a search box that you can use to filter the list of items and find what you need. Recents, Favorites and Dashboards all have this search box.
The Help button is gone - how do I turn on the in-product help?
We retired We’ve decluttered the workspace by removing the contextual help feature, as the content was no longer being updated nor was it available for every module. This User Documentation site has all the latest information. You can also use , or ‘hover’ descriptions and links that went to the User Documentation on this site. You can access the documentation, which contains all the latest information, from the Resource Centre.The Help button is gone but I want to access the links to the product Documentation, Academy, Support and Release Notes and Support. What can I do?
Open the The Resource Centre can be accessed directly from the bottom of the screenwithin Phocas, from the side menu. It has links to all of those items and more!
How can I add comments now?
We retired the comments feature, which was previously available in the top bar and Actions menu. This feature was underused, as it was seldom used. If you would like to add comments, notes or other information to a dashboard, we suggest you can use the text widget instead.What happened to the New experience toggle for the homepage?
We moved it into the User menu in the top bar, so you can continue to switch between the two homepage layout options. Coming soon is a new homepage layout, which will replace both versions that are currently available.
This was removed. An updated homepage was released for all users in April 2024.
Key areas in Phocas
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
More about our new side menu
Video: