Overview

Use the Principal Dashboard as the central starting point for day-to-day work in sales, project management, purchasing, warehouse operations, finance, tasks, activities, data, reports, and tickets. Select the relevant dashboard area when you need to move from the main workspace to the business function that supports your current work.

Before you start

You must be signed in to use the Principal Dashboard.

Steps

Select Dashboard to open the Principal Dashboard.
Select the area that matches the work you need to perform:
- Select Reports to work with reports.
- Select My Desk to access your personal work area.
- Select Sales for sales work, including Offers and Orders.
- Select PM for project management work.
- Select Purchasing for purchasing work, including RFQs and Ordered requests.
- Select Warehouse for warehouse stock work.
- Select Finance for financial control and payment work.
- Select Tasks to work with tasks.
- Select Activities to work with activities.
- Select Data to work with data.
- Select Tickets to work with tickets.
Select Select when this action is available for the dashboard item you are working with.

Tips & cautions

Tip: Use the Principal Dashboard to begin work in the functional area that corresponds to your role and current business process.

Warning: If you save a dashboard change and nothing changes afterwards, the dashboard record was not saved. The server can reject a save without displaying an error or confirmation.

Troubleshooting

The Principal Dashboard is unavailable → You are not signed in → Sign in, then select Dashboard.
A saved dashboard change is not visible → The save may have been rejected → Treat the change as not saved if nothing changes after saving.

Result

You have opened the Principal Dashboard and selected the business area relevant to your current work.

Principal Dashboard — Overview
Principal Dashboard — Learning Path