Changes effective January 2021...

Description

Pre-Update 9.2 Version

Post-Update 9.2 Version 

The color scheme has changed

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PeopleSoft no longer supports classic navigation; so, the classic home tile has been removed

If you don't use Classic Home, continue business as usual.

If you use the Classic Home tile, here are several options for your transition to the current navigation choices.  All these options give you an example of how to access this former menu path:image.png


OPTION 1:  Do nothing now.  After the upgrade, begin using the tile navigation provided on the homepages:

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OPTION 2:  Do nothing now. After the upgrade, continue to use menu path navigation through the Navigation button and choosing Navigator:

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OPTION 3:  Prior to the upgrade, save menu paths in Favorites:

1) Navigate to the screen you frequently use

2) Click on Favorites > Add to Favorites

3) After the upgrade, you will find your Favorites by selecting the Navigation button and choosing My Favorites

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OPTION 4:  Prior to the upgrade, save a tile to My Homepage

1) Navigate to the screen you frequently use

2) Click on the 3 dots button and select Add to Homepage

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3) In the pop-up window, choose My Homepage

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4) Navigate to My Homepage to use your new tile

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Changes effective April 2017...

Within this document, take me to...

Purchasing

Expense Reports

Central Services

Budget Management

Approvals



Navigation

Description

Old 9.1 Version

New 9.2 Version

PeopleSoft Header now with drop-down homepages


Favorites alphabetized replaced with homepages organized by function

Access to (My) Favorites / Recently Used

Menu Path navigation replaced with tile links

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Purchasing

Description

Old 9.1 Version

New 9.2 Version

Navigation to Add/Update a Requisition has changed from menu path to homepage / tile links

Access to Requisition Approval is through a tile link

The term Vendor has been replaced with Supplier

Vendor

Supplier

The location of some of the fields has changed

Approval Workflow status, formerly through Related Content, is now readily available through the View Approvals link

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Expense Reports

Description

Old 9.1 Version

New 9.2 Version

Navigation to the various expense report transactions has changed from menu path to homepage / tile links

Expense Report Header

  • The Comment field is now located in the Summary and Submit section under Notes

  • The location of some of the fields has changed

Expense Line Item(s)

  • Selection of the Expense Type will now show only the required fields. No more clicking through multiple tabs. (tick)

  • The charge number and associated budget manager is now evident when entering the SpeedChart. (tick)


You now have to enter at least 1 Expense Line before you have the opportunity to:

  • Set Accounting Defaults

  • Apply Cash Advances

  • Associate Travel Authorization



You can now Withdraw Expense Report prior to 1st level approval; previously the Expense Report had to be Sent Back for Revision





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Budget Management

Description

Old 9.1 Version

New 9.2 Version

Navigation to the various budget tools has changed from menu path to homepage / tile links

Project / Grant Dashboard can no longer be shown on the main page

Due to the change in navigation, this customized tool can no longer be displayed immediately upon accessing PeopleSoft Financials

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Approvals

Description

Old 9.1 Version

New 9.2 Version

Navigation to Approvals has changed from Worklist to homepage / tile links

(this tile also exists on the Expense Report homepage)

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Central Services

Description

Old 9.1 Version

New 9.2 Version

Navigation to Receiving and Internal Billing tools has changed from menu path to homepage / tile links



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