Exploring the User Interface
Financial Planning and Close & Consolidation is a cloud-based platform for organizational performance management, including budgeting, planning, consolidation, and data collection. The platform organizes all functionality through the Space Explorer, which provides access to modules and objects within your workspace.
This section describes the Financial Planning and Close & Consolidation user interface elements and explains how to navigate to each component.
Target audience
Modelers and builders who define and configure Financial Planning and Close & Consolidation objects.
When you log in to Financial Planning and Close & Consolidation, the interface displays the following key elements:
Interface Element |
Location |
Purpose |
|---|---|---|
Level 1 Header |
Top of screen (blue band) |
Provides access to workspace switcher, user profile, help documentation, event log, and |
Workspace Explorer |
Left panel |
Displays navigation to all modules and objects in your workspace |
Page Details |
Center area |
Shows configuration options and details for the selected object |
Favorites |
) |
Provides quick access to bookmarked pages |
Note: Click the