Creating a workcenter in peoplesoft is a pretty easy process. In this post I will teach you a step by step process on how to configure a workcenter in peoplesoft. I completed these steps using PeopleSoft Financials 9.2 with PeopleTools 8.55.15.
1. Configure Navigation Collection
PeopleTools > Portal > Portal Utilities > Navigation Collections
- Click Add Collection
- Enter a name for your navigation collection
- Add Links to Menu Items and Folders as needed for your navigation collection
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- Click Publish Collection Tab
- Click Navigation Pagelet Checkbox
- Select category for pagelet in the Pagelet Category Dropdown (Common WorkCenter Pagelets is what I selected)
- Click Save
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2. Configure WorkCenter Dashboards
PeopleTools > Portal > WorkCenter > Manage WorkCenter Dashboards
- Click Create new WorkCenter dashboard page (at the bottom of the page)
- Enter the name for your dashboard in the Dashboard Name field (this isn’t actually the name displayed)
- Enter the label for your dashboard in the Dashboard Label field (this is what is displayed as the name)
- Select the parent folder from the Parent Folder field (this is the menu item your users will access your workcenter from)
- Click Save
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Click the Pagelets button next to your new workcenter dashboard
- Click the checkbox next to the Navigation Collection you configured in step 1 above (it is in the category you selected when you created the navigation collection)
- Select the Required Option
- Click Save
3. Configure WorkCenter Page
PeopleTools > Portal > WorkCenter > Manage WorkCenter Pages
- Click Create new WorkCenter page (at the bottom of the page)
- Select WorkCenter dashboard page and choose the workcenter dashboard you configured in step 2 above
- Enter a pagelet group ID and label (these will be the tabs on the left side of your workcenter)
- Add Pagelets to your group(s) (common workcenter pagelets are Links, My Work, Queries, and Reports/Processes)
- Click Save
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4. Configure WorkCenter Pagelets
Enterprise Components > WorkCenter/Dashboards > Configure Pagelets
- Click Add a New Value
- Enter a Configuration ID
- Enter a Description
- Select the WorkCenter Menu Item of the workcenter page you configured in step 3 above
- Select the Dashboard/Homepage Menu Item of the workcenter dashboard you configured in step 2 above
- Click Save
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You can now configure My Work, Links, Queries, and Reports/Processes by selecting the proper tab. A very important hint is that after clicking save on the page for configuring each pagelet you must also click the Activate Settings button.
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PeopleSoft WorkCenter
You should now be able to navigate to your newly created peoplesoft workcenter using the menu item you configured in step 2 above.
I hope this step by step guide on how to configure a workcenter in peoplesoft has been useful to you. For more detailed information about peoplesoft I highly recommend you buy a copy of PeopleSoft PeopleTools Tips & Techniques.