Home Pane

When user logins JustPerform Excel Add-in successfully, the Home pane appears with Activity flow Instances based on user authorization. Activities can be filter by cycle from the dropdown at level2. This filtering by cycle is aligned with activity selection by cycle in My Activities in JustPerform web. Instances of an activity are deployed based on entities given access to.

Home pane provides access to

• Activities details & tasks to be performed

• Identify Instance(s) for each activity for appropriate Scenario like - time and version

• Define suitable roles for each process, so that only users with relevant role can view and access the flow in Excel Add-in.

Example - User can be assigned Revenue, Expense and Capex processes to Finance team; While Workforce and Travelling expense can be assigned to HR users. So, when HR users login Excel Add-in application, only one flow is shown to user. This configuration is enabled with user security and role authorization setup.

1. Home Pane - displays the list of activities, based on user authorization
2. Activities - navigates to selected activity Instance with detailed task list
3. Explore - navigates to explore options menu for tables, functions & parameters
4. Back - takes back to previous screen
5. Cycle - select cycle from the dropdown to filter activities.

6. Activity - Name of the activity along with version it is to be executed for.

7. Activity Instance - Specific Instance name, multiple instances based on user authorization

8. Instance - logged in Instance details, Pilot in this case.

9. Workspace - select/logged in workspace details

10. My Support - Opens up My Support portal on JustPerform Web
11. Sign-out - Logoff from JustPerform excel add-in for the user
12. Status - Current workflow status for the Instance