In November 2022 (/wiki/spaces/PPP/pages/2908782617), a new homepage was turned on for all users by default. If you want to revert back to the old homepage, you can do this from your personal settings menu. Click the box with your initials in it (top right corner of the screen) to access your settings and toggle off ‘New home’.
When you first sign into 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.'
Click the Phocas logo to return to the homepage from anywhere in Phocas.
Get familiar with your homepage layout
The image below shows a typical homepage, on which the content is organized into three sections:
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.
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.
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.
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.
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.
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).
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.
