How-To Access Stories
Basic steps for Navigation
After a successful login, the user is redirected to the JustPerform Home pane, which displays the list of activities assigned to the user based on their authorization. Each activity comprises a set of tasks to be performed by the user, such as opening templates to input or report information, executing calculations, or opening dashboards.
To access tasks, like opening a template, select the specific activity flow, which will redirect you to the task list with specific tasks. When clicked on a task, the JustPerform template opens up.
Guide
Once a user logs in to JustPerform, they are directed to the Home pane, which displays a list of authorized activities based on their role. From the activity pane, the user can select a specific activity and view the dropdown list of entities assigned to them. By choosing the desired entity, the user can access the task list for data submission. For example, if the selected activity is Revenue Planning for the 1010 Entity, selecting the Sales Forecasting task will open the input template or report associated with it.
On opening the desired template, the user can fetch real-time information from the system by clicking the Refresh icon in the task menu. Templates are integrated with Excel, allowing input of data as in a normal Excel spreadsheet. The Excel interface supports various data input methods, including manual input, Excel formulas, and copying and pasting data from external sources. Once the modifications are complete, clicking on the Save icon will send and update the data back to the system, making it visible to everyone with access.
Important: Do not save templates. After completing the user activity, such as saving data and analysis, there is no need to save the template when closing the Excel templates, as these are dynamically opened from the server every time. However, if you need to share the files as offline templates, please follow the same process and steps as you do for normal Excel templates and send them to the team without any restrictions. No additional offline activity is required.