Page Comparison

When you first sign into in to Phocas, you see a default homepage. It contains the content that has been shared with you and later, the content that you create. Depending on your permissions and activity, you might have lots of content or just the basics. You can keep this page as your homepage or replace it with your own 'home dashboard.' 

arrive at your homepage. To return to the homepage from anywhere in Phocas, click the Home button at the top of the Phocas

Get familiar with your homepage layout

The image below menu on the left side of your screen.

Take a tour of your homepage

The following image shows a typical homepage, on which the content is organized into three sections:

1. Alerts - You can create color-coded alerts, so you can actively monitor performance against set targets and quickly identify items that require your attention. If you do not use alerts, click the Collapse button to hide this section from view.

2. Bookmarks - You can add up to five bookmarks for the content you use frequently, so you can access it more quickly. If you do not use bookmarks, click the Collapse button to hide this section from view.

3. Content - A grid that displays a list of the content you have access to, including dashboards, favorites and alerts, and databases you have permission to view. The content is organized into multiple tabs on the left, which along with the filters on the right, give you a range of ways to locate specific items.

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Browse and filter for content

There are several ways to locate specific content items on your homepage.

Browse content in the grid

The grid has four tabs you can use to browse for content:

• The Recents tab displays first, so you can save time by quickly accessing the content you have been using recently.

• The My section tab lists all the assets that you have created, so you can easily manage them.

• The Shared with me tab lists the assets that have been shared with you by another user in your organization. When content is shared with you, it is marked as New, so it is easily distinguishable from the others in the list.

• The All tab displays all the content to which you have access.

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Filter the content in the grid

In the top right of the grid, the filter buttons (Favorites, Dashboards, Databases and/or Budgets & Forecasts) allow you to narrow down a list of content on any tab by displaying only content that belongs to a specific category. You can select multiple filters at the same time to further reduce the list.

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Filter all the content on your homepage

In the top right corner of your home page, you can click the All folders Open button to view the list of folders, then select the folder(s) for which you want to view content. Your homepage content, including the items in the Alerts and Bookmarks sections, is filtered to display only content associated with the selected folder(s).

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Manage bookmarks

To add a bookmark to an item, locate the item in the grid, then click the Add to bookmarks button on the right side of its row.

To remove a bookmark, click the Remove from bookmarks button on either the grid row or the item in the Bookmarks section.

Open a content item

Locate the item in the grid, then click its name to open it. The item opens in the same window and its name displays in the navigation bar. 

Take additional action

There are several actions you can take from within your homepage. The actions you can take depends on the type of content and your permissions. For example, you might be able to subscribe, share, edit and delete favorites, share, edit and delete dashboards, and set the default period for databases.

Click the menu button on the far right side of a content row to see the available options.

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. There are three key elements, as identified by the numbers in the image and described below.

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1. Tabs - browse the contents

All your Phocas content items are listed in a grid, organized into four tabs:

• All: This tab opens by default and contains a list of all the items that have been shared with you, such as dashboards, favorites, alerts, and databases. When you create your own items, they’ll also be displayed here.

• Alerts: This tab contains a list of alerts that have been shared with you or any you create. Alerts allow you to monitor performance against set targets. The color coding identifies items that require your immediate attention.

• Bookmarks: This tab contains a list of items that you have bookmarked. Bookmarks allow you to quickly access the items you use frequently or are currently working on. You can bookmark items from any tab on this homepage and the All tab on the Budgets & Forecasts homepage.

• Subscriptions: This tab contains a list of favorites and dashboards to which you have subscribed.

2. Filters and sort functionality - find specific items

To quickly find a particular item, use the search box in the top-right corner. As you type a keyword, the grid contents are filtered to display only the items that match. Often you don’t need to enter a whole keyword, as the search results are so fast.

To refine the list of items that display in the grid, use the following column filters:

• Type: Filter the grid to see only a specific type of item, such as all the favorites that have been shared with you or all the databases you have access to.

• Database: Filter the grid to see only the items associated with a specific database. For example, you might want to see all the favorites, dashboards, and alerts in your Finance database.

• Folder: Filter the grid to see only the items stored in a specific folder. For example, you might want to see only items in the Marketing folder.

• Owner: Filter the grid to see the items owned by a specific user. The owner is the user who created the item initially or has been set as the owner at some stage afterward. For example, you might want to get a quick list of all the items that you own.

To sort the items in the grid by a specific condition, click a column header. It’s particularly useful to sort by Last Opened or Last Updated to see the most recently opened or updated items.

3. Menus - take further action

There are several other actions you can take from your homepage. The available actions depend on the item and your user permissions. Click the menu button (three dots) at the end of the item row and select the required option:

• Set default period: This option is available for database items. It allows you to change the default period (timeframe) you see when you open the database.

• Share: This option is available for favorites, alerts, and dashboards. It allows you to share the item with an individual user or put it in a folder, so it’s available to a group of users.

• Bookmark: This option adds the item to the Bookmarks tab.

• Subscribe: This option allows you to subscribe to favorites, alerts, and dashboards. When you are subscribed to an item, the option changes, allowing you to manage the subscriptions.

• Edit: This option is available for favorites, alerts, and dashboards. It allows you to change the name, description, or owner of the item.

• Delete: This option is available for favorites, alerts, and dashboards. It allows you to delete the items you own. You can’t delete items that were shared with you but you can use the grid filters to remove such items from your view.

Open an item

When you find the item you're looking for, click its name to open it.

Afterward, it’ll display at the top of the list on your homepage and in the Recents list in your Phocas menu.

Change your homepage

If your homepage does not meet your needs, you can replace it with a custom home dashboard that contains the information you want to view as soon as you sign in to Phocas.