Finance WorkCenters, Workbenches and Dashboards
Purpose: Use this document as a reference for understanding Finance WorkCenters, Workbenches and Dashboards in ctcLink.
Audience: Finance Staff.
You must have at least one of these local college managed security roles:
- ZZ [Insert Finance Module here] Workcenter
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Finance WorkCenters, Workbenches and Dashboards are centralized navigation tools end users can personalize to complete common business processes from beginning to end.
Finance WorkCenters, Workbenches and Dashboards
WorkCenters provide an introductory navigation tool for the end user to familiarize with common Finance processes. WorkCenter are a one stop shop to view and customize personal settings. The navigation is located on the left side of the page and includes two main tabs: Main and Report/Processes. It provides the end user with a preview of the individual task/process to come.
Workbenches provide an intermediate navigation tool for the end user already familiar with specific Finance tasks/processes. Workbenches are located within certain Finance modules that provide a dashboard to view data, run batch processes, and perform functions.
Manager Dashboards provide an intermediate navigation tool for managers to complete and approve various processes using a tile format with data analyzing with pivot tables and graphs.
Centers are not supported in ctcLink, however some functionality may appear to be working, the data/results are not complete.
WorkCenters are a central navigational component that is designed for the end user. The goal of the WorkCenter is to help an end user become more efficient by accessing frequently used pages and pagelets. WorkCenters can be used for guided processes and enables users to access various pages and keep multiple windows open while doing their daily work.
As an end user, you can utilize WorkCenter tools such as Edit Filters to tailor the results of your WorkCenter.
The WorkCenter includes these primary tabs and pagelets. The Main tab contains the My Work and Links pagelets. Each pagelet contains links to transactional pages or information.
The system administrator customizes and configures the links appearing in each pagelet--My Work, Links, Queries, and Reports/Processes--of the WorkCenter. Not all Finance Modules have WorkCenter functionality, please see below for a list of available WorkCenters.
Not all Modules have WorkCenters and may appear slightly different.
Finance WorkCenters currently available on ctcLink:
You must have at least one of these local college managed security roles:
- ZZ [Insert Finance Module here] Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Workbenches provide an intermediate navigation tool for the end user already familiar with specific Finance tasks/processes. Navigation is located in a list format with tasks/processes embedded underneath each heading.
Not all Modules have Workbenches and may appear slightly different.
Finance Workbenches currently available on ctcLink:
Accounts Receivable Module:
Purchasing Module:
Dashboards provide an intermediate navigation tool for managers to complete and approve various processes using a tile format with data analyzing with pivot tables and graphs.
Not all Modules have Manager Dashboards and may appear slightly different. The following is provided as a general example of a Manager Dashboard using the Receivables Manager Dashboard.
Finance Manager Dashboards currently available on ctcLink:
Cash Management
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