Navigate Prime Financials (PeopleSoft 9.2)

LAST UPDATED: November 21, 2014

What You Should Know

Navigation Elements

Prime Financials (PeopleSoft 9.2) navigation organizes and provides access to transaction pages. The Main Menu contains menu items - some lead directly to transaction pages and some lead to submenus in a hierarchical format.

Learn more about PeopleSoft Navigation Elements.

Favorites

The favorites list is a PeopleSoft features which allows you to bookmark frequently used pages. After you add a favorite, it appears in the Favorites menu.

Learn more about Using Favorites.

Recently Used

When you visit a page, it is automatically added to the Recently Used list under the Favorites menu. This list is limited to the five most recently visited components.

To access pages from the Recently Used Menu, click the item name. If the component has a search record, the search page appears. Enter search criteria to access the page. If the component has no search record, the page appears without search criteria.

The system does not update the recently used list if you close the browser without signing out first or if your session times out. 
 

Personalize Pages

The page personalization feature helps you tailor your transactions to specific business processes and to your personal data entry style. The Personalize Page option in the pagebar located just below the navigation header is available for most PeopleSoft pages.

Learn more about Page Personalization.


 

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