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Level 1 Header

The Level 1 Header is the blue band that appears at the top of every page in JustPerform. 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:

Option

Purpose

Logo

Returns to the landing page from anywhere in the application

Lineos

Provides access to Lineos features and functionality

My Support

Connects to customer support and technical assistance

Show Event Log

Displays system notifications, alerts, and activity updates

Notifications Notifies users of their action items and key platform reminders. Users can check the details of the notifications here.

Help

Provides access to the product information, online help documentation, and Resource Center.

Workspace Selector

Displays current workspace and switches between available workspaces

Workspace User Enables users to update My Profile or log out.

Product Logo

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

Click the logo at any time to navigate back to the landing page from anywhere in the application. The landing page displays your workspace overview and Favorites panel.

Lineos

The Lineos provides access to Lineos features and functionality within JustPerform.

Click 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.

My Support

The My Support connects you to customer support and technical assistance.

Click My Support to open the support portal in a new tab or window. In the support portal, you can:

  • Submit a support ticket for technical issues

  • View the status of your existing tickets

  • Access support resources and documentation

  • Contact technical support for assistance

For more information, see Use My Support.

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 Resource Center.

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 JustPerform Version in About section

Users can now easily view the current version and build of JustPerform 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.

    About option in the Help dropdown menu

  2. Select About from the dropdown.

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

    About pane for displaying the product informaiton

Workspace Selector

The Workspace Selector displays your current workspace name and allows you to switch between available workspaces.

Click the Workspace Selector to view a dropdown list of all workspaces you have access to. Select a workspace from the list to switch to it. The interface refreshes and displays the selected workspace with its objects and configurations.

Note: Each workspace is an independent environment. Objects created in one workspace are not visible in other workspaces.

Workspace User

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

  • My Profile – View and edit your user information.

  • Preferences – Configure your user preferences and settings

  • Change Password – Update your account password

  • 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.

Regional Number Format option in My Profile

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.

A screenshot of a computer

AI-generated content may be incorrect.

For instance:

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

  • Currency format without comma separators for clearer financial representation

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