Level 1 Header

The Level 1 Header is the blue band that appears at the top of every page in Financial Planning and Close & Consolidation. This header provides access to essential navigation and system functions that remain available throughout your session.

The Level 1 Header remains visible on every page throughout the application and provides consistent access to navigation and system functions. It does not change based on the module or object you are viewing and stays fixed at the top of the screen as you scroll through content.

The Level 1 Header contains the following options from left to right:

Lineos Logo

The Lineos logo appears on the left side of the Level 1 Header.

Click the logo at any time to navigate back to the Lineos landing page from anywhere in the application.

Ask Lineos

The Ask Lineos provides access to Lineos features and functionality within Financial Planning and Close & Consolidation.

Click Ask Lineos to open the Lineos interface or panel where you can use Lineos features. The availability of Lineos features depends on your user role and permissions.

For more information, see Use Lineos Doc Assist.

Show Event Log

The Show Event Log displays system notifications, alerts, and activity updates.

Click the Show Event Log icon to open a panel with recent events and system notifications. Unread notifications may display a badge or indicator on the icon. You can click on any event in the list to view more details. Click outside the panel to close it.

Help

The Help option provides access to the product information, online help documentation, and Lineos Help.

Click Help to open the About information pane or online help documentation. You can browse topics, search for specific information, and access user guides. The help documentation may provide context-sensitive content based on the page you are currently viewing.

v25.06:  View Financial Planning and Close & Consolidation Version in About section

Users can now easily view the current version and build of Financial Planning and Close & Consolidation directly from the application interface. This improves transparency and helps users stay informed about the specific release they are working on.

To access the product version information:

1. Click the Help icon located in the Level 1 header.

   

2. Select About from the dropdown.

3. A pop-up will appear displaying the following details:

   

Workspace User

Click the Workspace User icon to open a dropdown menu with the following options:

• Current workspace name – View the current workspace name or switch to another workspace.

• My Profile – View and edit your user information.

• Logout – Sign out of the product.

v25.06:  Regional Number Format in My Profile

The Regional Number Format allows users to configure their preferred number format across the workspace through their profile settings.

The Regional Number Format dropdown under My Profile allows users to customize numeric formatting across various screens. This ensures a consistent display of numerical data throughout the platform, improving clarity and usability.

Access Number Format Settings:

1. Click on the Workspace User icon in the Level 1 header.

2. Select My Profile from the dropdown.

3. Locate the Regional Number Format dropdown.

4. Select your preferred number format.

5. Click SAVE to apply the settings.

Users can now select a preferred number format and save their settings, ensuring uniform formatting across multiple sections, including Field Management, Financial Data Views, Models, Boards, and Snippets.

The update also includes refined Metric Format examples, preventing confusion between Regional Number Format and Metric Number Format.

For instance:

• Accounting (1001) instead of (1,001)

• Currency format without comma separators for clearer financial representation