Design Navigation

Use the Design Navigation page to set up the folders and pages that define the navigation for the application. Pages are individual items in the navigation list. Pages are grouped together using folders in the navigation list.

You can use these methods to navigate through folders and pages:

This table describes the fields:

Field Description
Search Tree Search the folders and pages for the specified text string. Specify the text string to search for and press Enter. Any folders or pages containing the string are highlighted.
Highlight Navigation Items by Group Highlight folders and pages by the navigation group. Select this check box and select a group from the list. Any folders or pages that are secured by the selected navigation group are highlighted.
/ Expand or contract the navigation tree.
Add New Add a folder to the end of the list.
Navigation tree List of folders and pages in the navigation.

Edit pane

This table shows the fields that are available when you add a folder or a page.

This table describes the edit pane fields:

Field Description
Default Name Specify the name for the folder or page.
URL Page option. Specify the URL for the page. For example: /PM/ServerAdmin.aspx?view=logFiles
Small Image Select the image to use in the Dashboards navigation.
Large Image Deprecated.
Platform Select the platform for the folder or page. Choose from these options:
  • Desktop. Select this field if the folder is for pages that are displayed on a desktop.
  • Mobile. Select this field if the folder is for pages that are displayed on a mobile device.
  • Both. Select this field if the folder contains pages for use on the desktop and mobile devices.
Permissions Select the groups that can access the page. Select the Inherited check box if you want the page to inherit permissions from its parent so you do not have to set individual permission on the page.
Create Create the folder or page.
Save Save any changes. Save is available when you are editing a folder or a page.
Cancel Close the edit pane. You are prompted if there are unsaved changes.

Right-click menu

Use the right-click menu to add, copy, and delete folders and pages.

This table describes the right-click menu:

Field Description
Add Folder Add a folder to the navigation. If you right-click a folder, you can choose to add the folder as a child or sibling.
  • As Child. The new folder is added as the first child in the selected folder.
  • As Sibling. The new folder is added immediately after the selected folder at the same level.

If you right-click a page, the folder is added immediately after the selected page.

Add Page Add a page. If you right-click a folder, you can choose to add the page as a child or sibling.
  • As Child. The new page is added as a child of the selected folder.
  • As Sibling. The new page is added at the same level as the selected folder.

If you right-click a page, the page is added immediately after the selected page.

Copy Copy the selected item.
Paste Paste the copied item. If you select a folder as the destination, you can add the copied item as a child or sibling.
  • As Child. The copied item is added as a child of the selected item.
  • As Sibling. The copied item is added immediately after the selected folder at the same level.
If you select a page as a destination, the copied item is added immediately after the selected page at the same level.

If you are copying and pasting a folder, all contents are also copied.

The word "Copy of" is added to the name of the copied page or folder. The names of the folder contents are not updated.

Delete Delete the selected item. If a folder is selected, the folder contents are also deleted. Required folders cannot be deleted.

Predefined top level menu items

The predefined top level menu items cannot be deleted. The predefined top level menu includes these items:

  • Strategy Management
  • Financial Applications
  • Workforce
  • Administration

Strategy Management is a specialized dynamic content provider providing access to Strategy Management plans to the users in the predefined navigation groups.

Financial Applications is a specialized content provider providing access to a BI Repository, Project, and Report Catalog. The default configuration accesses the report catalog for Budgeting & Planning and Financial Consolidation. You can change the default name and BI Repository configuration.