XA R7 Power-Link

WorkspacesBrenda Butler, Senior Consultant

brenda.butler@cistech.net

Agenda for Today• What is a Workspace?• How does it help me?• Let’s create one!

What is a Workspace?What is a Workspace?A Workspace is a collection of choices to display

and work with information within an Power-Link object. Think “easy reports.”

Function is an expansion of choosing preferences. You can have many sets.

Workspaces can be placed on the application cards for easy access. Just select with a double click rather than repetitively select different individual views, subsets, sorts for a display of information to perform different and regular analyses or reports

Uses for Workspaces – Task or Uses for Workspaces – Task or Report?Report?Procurement Management

Expediting workspace Close and purge workspace

Order-Based Production Management Specific but alternate planner/exception status for

MRP recommendations Review of orders for close at month-end

PDM+ or Enterprise Product Data Management Purchased items or manufactured components or ?

Create a Workspace – under Create a Workspace – under CustomizeCustomize

Create a Workspace Create a Workspace • Create a new workspace with blank page.Create a new workspace with blank page.• Give it a name and decide the domain and security.Give it a name and decide the domain and security.• Determine if it will have a presentation scheme.Determine if it will have a presentation scheme.• Select LIST tab to select correct view, subset and Select LIST tab to select correct view, subset and sort.sort.

Create a Workspace Create a Workspace •Select LIST tab to choose correct view, subset and Select LIST tab to choose correct view, subset and sort.sort.

WorkspaceWorkspaceTHE RESULTTHE RESULT

Workspace name Workspace name iconicon

Make Workspace Your PreferenceMake Workspace Your Preference• Select CUSTOMIZE and PREFERENCES Select CUSTOMIZE and PREFERENCES

Make Workspace Your PreferenceMake Workspace Your Preference• Select correct Workspace and click CONTINUE.Select correct Workspace and click CONTINUE.

Workspaces on Application CardsWorkspaces on Application Cards• Create a custom application card…or add to a default card.Create a custom application card…or add to a default card.• Click CUSTOMIZE and CARDS.Click CUSTOMIZE and CARDS.

• Select correct Workspace and click CONTINUE.Select correct Workspace and click CONTINUE.

Workspaces on Application CardsWorkspaces on Application Cards

Select a Workspace from the dropdown.Select a Workspace from the dropdown.Key in Icon name (defaults to object name).Key in Icon name (defaults to object name).Give the Workspace a title & click Give the Workspace a title & click CONTINUE.CONTINUE.

Highlight the appropriate business object on the left.Highlight the appropriate business object on the left.Click the ADD button in the middle.Click the ADD button in the middle.Make choices in prompt box.Make choices in prompt box.

Workspaces on Application CardsWorkspaces on Application Cards

See workspaces listed at the bottom See workspaces listed at the bottom of the application card setupof the application card setup. .

• Note 3 Workspaces on the custom tab Note 3 Workspaces on the custom tab • Double click to useDouble click to use

Workspaces on Application CardsWorkspaces on Application Cards

A little bit in live XA…

Thanks for joining us today!