Functional Area How-To Guide
Create Functional Area
To create a functional area in JustPerform,
Navigate to the Modelling tab and select Models on the left side panel
Click on the Plus icon and choose Functional Area.
This will open a Functional Area details pane where you can input the necessary information, such as the functional area's name and description. Additionally, you can select control dimensions and linked access dimensions from the Update List section.
Once you have filled in all the details, simply click Save to create the functional area.
The below table describes the functional area details:
Name |
Functional Area name |
|---|---|
Description |
Functional Area description |
Control dimension |
This dimension should be mandatorily selection from the list. The dimension will control the functional area access. |
Linked access |
|
Operational Actions
Once the Functional Area is created, you can perform the following actions by clicking on the Ellipsis on the left side panel:
New Tab
To open the functional area in a new tab, locate the functional area and click on the ellipsis icon. From the dropdown menu, select the New Tab option. A new tab will open with the selected functional area.
Copy
Users have the flexibility to create copies of existing functional areas with different names and descriptions. When you copy a functional area, the control dimensions and linked access settings are retained from the original functional area but can be modified as needed.
To copy a functional area, navigate to the respective functional area and click on the Ellipsis icon. Choose the Copy option. The details pane will open, allowing you to enter a new name and description for the copied functional area. After providing the desired information, save the copied functional area.
Edit
To make changes to an existing functional area in JustPerform, locate the functional area and click on the ellipsis icon. From the dropdown menu, select the Edit option. The details pane will open on the right-hand side of the screen, allowing you to make the desired modifications. Once you have made the necessary changes, click Save to update the functional area.
Delete
To remove a functional area in JustPerform, click on the ellipsis icon associated with the functional area you wish to delete. From the options presented, select Delete. A confirmation prompt will appear, giving you the choice to proceed with the deletion by selecting Delete or to cancel the operation by selecting Cancel. Alternatively, by selecting Edit from the list of actions for the functional area, you can access the details pane. From there, you can choose the Delete option to remove the functional area.