power link workspaces

Power Link Workspaces

Tailoring XA to meet your needs

David KempDavid.Kemp@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?

o A Workspace is a collection of choices to display and work with information within a Power-Link object. Think “easy reports.”

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

o 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 Report?Uses for Workspaces – Task or Report?

o Procurement Managemento Expediting workspaceo Close and purge workspace

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

MRP recommendationso Review of orders for close at month-end

o PDM+ or Enterprise Product Data Managemento Purchased items or manufactured components or ?

Create a Workspace – under CustomizeCreate a Workspace – under Customize

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

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

WorkspaceWorkspaceTHE RESULT

Workspace name icon

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

Make Workspace Your PreferenceMake Workspace Your Preference

• Select correct Workspace and click CONTINUE.

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

• Select correct Workspace and click CONTINUE.

Workspaces on Application CardsWorkspaces on Application Cards

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

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

Workspaces on Application CardsWorkspaces on Application Cards

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

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

Workspaces on Application CardsWorkspaces on Application Cards

Example Workspace

A little bit in

live XA…

Thanks for joining us today!