Using the GL WorkCenter - 03

Purpose:  This QRG will review the four areas of the GL WorkCenter using ctcLink.

Audience:  Finance Staff

The General Ledger WorkCenter is a role-based central navigational component that is designed to help users of the General Ledger application organize and streamline their workload. It provides a single place to perform a broad range of tasks without leaving the WorkCenter, such as journal functions with exception alerts, monthly closing activities, or reconciliation and reporting, resulting in improved efficiency, productivity, and effectiveness. The WorkCenter is a global configuration that can be tailored to individual requirements. It will be delivered with the most common tasks and links that are applicable to most users.

The following pagelets are delivered with the General Ledger WorkCenter and discussed in this section:

  • My Work pagelet - Access your most commonly-performed tasks with exceptions and alerts for items requiring your attention.
  • Links pagelet - Access your most commonly-used pages.
  • Queries pagelet - Access Query Manager, public queries, private queries, and pivot grids.
  • Reports and Processes pagelet - Access reports and processes that you use most often.
Genereal Ledger WorkCenter page

Navigation:  General Ledger > GL WorkCenter

Use the General Ledger WorkCenter to first personalize the My Work pagelet.

  1. To personalize the My Work pagelet, select the pagelet Settings button.  
  2. Click the Personalize link.
My Work Personalize
  • The Group Label within the My Work Groups is defaulted to Current Work. These alerts include items that require further processing, such as journals pending approval or incomplete journals.
  • Your system administrator can modify how many groups appear on the My Work pagelet, the group labels, and the order in which they appear.
  • Change Display Order field, if needed.
  • Use the Show Count option to display or hide the number of transactions for the link. The number appears in parenthesis, after the link.
  • Use caution when showing counts. Some links may show too many transactions that could cause the WorkCenter load process to be slow. Consult your system administrator if you experience slow response time.  
  • Use the Show Link option to display or hide a link.
  • If there are links on your My Work pagelet that you never use, then you can deselect the Show Link option. The link will no longer appear on your pagelet.
  • You can select a starting page to appear in your transaction area whenever you access your WorkCenter by selecting the Starting Page check box for that page. For example, you may want to see the journals that are pending your approval when you first access your WorkCenter.
  1. Click the Starting Page option and make your selections.  Use the Save button when you have made your changes.
  2. Click the Save button.

The system instructs you to refresh (or reload) the pagelet to see your changes.

  1. Click the OK button.
  2. Click the Close button in the top right corner of the page.


My Work Groups Personalization
My Work Pagelet Personalization
Refresh pagelet
  1. Click the Reload button.
  • Use the My Work pagelet Personalization page to structure your My Work pagelet as you want to see it.
  • Notice that your changes have been made to the My Work pagelet.
  • Re-access the GL WorkCenter to verify your starting page change was applied.
  1. Click the GL WorkCenter link.  
Reload to see changes

You have successfully personalized the My Work pagelet.

End of Procedure.

Next, customize the Links pagelet of the GL WorkCenter which includes additional links to components that you commonly access such as Tree Manager, Process Monitor, Open Period Updates, and Spreadsheet Journal Import. A System Administrator can configure the list of links that are available for this pagelet and can enable an end user to personalize their display options, as well as define group labels and links.

Minimize the My Work pagelet so you can get a better view of the Links pagelet.

  1. Click the pagelet Settings button.
  2. Click the Minimize link.
General Ledger WorkCenter, minimize button

Access the personalization options for the Links pagelet.

  1. Click the Links pagelet Settings button.
  2. Click the Personalize link.
  • Use the Links pagelet Personalization page to structure your Links pagelet as you want to see it.
  • The Group Label field displays as a non-editable field. This means that your system administrator created the group label and you are not allowed to change it.
  • The Display Order field is an open field. This means that you can change the order in which the two groups are displayed.
  1. Click the Last link located to the right of the Link Groups header.
Links Pagelet Personalization

You are going to add some personal links so that you can quickly access expense and time reporting to the Links pagelet.

  1. Click the Add a new row button.
  2. Click in the Group Label field. Enter the desired information into the Group Label field.
  3. Click in the Display Order field. Enter the desired information into the Display Order field.
  • Use the Start Group Collapsed option for links that are not frequently used. When you select this option, the group appears collapsed when you initially access the WorkCenter.
  • Use the Define Link column to access the Define Link page.
  1. Click the Define link.
Links Pagelet Personalization
  • Use the Define Link page to determine the link type and link label.
  • Use the Link Type drop down list box to select the type of link. Options include: Menu Item and URL.
  • Use the Menu Item to add PeopleSoft menu items.
  • Use the Select Menu Item link to access the PeopleSoft menu structure.
  1. Click the Select Menu Item link.
  2. Click the General Ledger button.
  3. Click the Journals button.
  4. Click the Process Journals button. Click the [Review Journal Status] link.

You can accept the default label for the link or you can select the Override Label check box. This selection enables you to enter a new label in the Label field.

  1. Click the OK button. You will now see you have added the new Link Group.  

You can view the different groups by using the toggle options to the right in the Link Groups header.

Define Link
Select a Content Reference
Selecting submenus
Updated Label
Links Pagelet Updated

This returns you to the Links Pagelet Personalization page.  

  1. Click the Save button.
  • Close the Personalization Window by clicking on the X in the top right corner of the screen.  Refresh the GL Work Center.
  • You have successfully personalized the Links pagelet.
  • End of Procedure.

Now use the General Ledger WorkCenter to run queries and personalize the Queries pagelet.

  1. Click the Reports/Queries link.
  2. Click the Queries pagelet Settings button.
  3. Click the Personalize link.
Reports Queries tab
  • Use the Queries pagelet Personalization page to structure you Queries pagelet as you want to see it.
  • Your system administrator has added one group label for you.
  • You may want to add your own group label for queries and pivot grids that you frequently use.
  1. Click the Add a new row button.
  2. Enter the desired information into the Group Label field.
  3. Click in the Display Order field and enter the desired information into the Display Order field.

Use the Owner column to determine if the owner is Public or Private.

  • If adding a link to a public query, then select Public Owner.
  • If adding a link to a private query, then select Private Owner.

Use the Type field to designate the link as a Pivot Grid or a Query.  You want to select a Query.

Use the Query Name field to select the query.

  1. Click in the Query Name field. (If you know the name of your query so you can type it in the field directly. If you cannot remember the query name, you can click the prompt and select from the list.
  2. Enter the desired information into the Query Name field.

The Query Name and Description fields are populated by the system.

  1. Click the Override Title/Description button. (Change the description field if you want).
  2. Click the Save button.
  3. Click the OK button.
  4. Click the Close button.

Note that the group label and links may not appear.

  1. Click the Reload button.
  • Now, the queries that you added appear on the Queries pagelet. The system takes you directly to the query page, if you have the proper security role.
  • You have successfully personalized the Queries pagelet.
  • End of Procedure.

If you run reports and processes often, you will want to personalize the Reports/Processes pagelet of the General Ledger WorkCenter.

  1. Click the Reports/Queries tab.

Minimize the Queries pagelet.

  1. Click the Reports/Processes pagelet Settings button.
  2. Click the Personalize link to access the personalization page for Reports/Processes.

Use the Reports/Processes pagelet Personalization page to structure your Reports/Processes pagelet to meet your needs. The instructions are the same as you used for personalizing the Queries pagelet.


One advantage of adding Reports and Processes in the Reports pagelet, as opposed to the Links pagelet, is that you can supply the applicable Run Control ID to the process.  

Reports Processes Pagelet Personalization page

When you click on the process or report, the named Run Control will automatically load.

Genereate Journals Request page


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