Home Pane

When a user logs into the JustPerform Excel Add-in successfully, the Home pane appears with activity flow instances based on user authorization. Activities can be filtered by cycle from the dropdown at Level 2. 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 them.

The Home pane provides access to activity details and tasks to be performed:

• Identify instances for each activity for the appropriate scenario, such as time and version.

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

For example, users can be assigned revenue, expense, and capex processes to the finance team, while workforce and traveling expenses can be assigned to HR users. So, when HR users log into the Excel Add-in application, only one flow is shown to the user. This configuration is enabled with user security and role authorization setup.

• Home Pane: Displays the list of activities based on user authorization.

• Activities: Navigates to the selected activity instance with a detailed task list.

• Explore: Navigates to the explore options menu for tables, functions, and parameters.

• Back: Takes the user back to the previous screen.

• Cycle: Select cycle from the dropdown to filter activities.

• Activity: Name of the activity along with the version it is to be executed for.

• Activity Instance: Specific instance name, multiple instances based on user authorization.

• Instance: Logged-in instance details, Pilot in this case.

• Workspace: Select/logged-in workspace details.

• My Support: Opens up the My Support portal on JustPerform Web.

• Sign-out: Log off from the JustPerform Excel Add-in for the user.

• Status: Current workflow status for the instance.