Navigation

The Workforce Planning menu includes these submenus:

• The Configuration menu displays links to configuration-related pages for Workforce Planning.
• The Data Entry menu displays the link to the Driver Value Report page.
• The Data Transfer menu displays a link to a page that you can use to copy data between configuration sets or between versions.
• The Reporting menu contains links to reports that you can use to compare and analyze the results of your workforce planning calculations.

This table describes the toolbar buttons, icons, and options for Workforce Planning navigation:

Option	Description
Edit	Open the Set Global Context dialog box where you select the configuration set, version, and entity. This must be done before accessing any application pages.
	Return to the previous page or dashboard, depending on context.
	Go to the Infor d/EPM page.
	Expand the top menu item.
	Expand and collapse menus to access application pages and reports.
	Add an item.
	Import driver values and attendance.
	Export the page to a Microsoft Excel file.
	Export the page to an Adobe Acrobat PDF file.
	Export the page to a Microsoft PowerPoint file.
	Add the page to Favorites.
	Delete the selected item.
	View or change the configuration details.
	Change the context for the Assignment report.
	Define the reference factor to calculate the factor values in the Assignment report. This icon also indicates that a reference factor was used to calculate factor values.
	Transpose the rows and columns of the version comparison report.
	Modify the configuration set, version, and entity for the listed tasks, on the Tasks page.
	Show tasks that are open.
	Show tasks that have been submitted.
	Show tasks that have been rejected.
	Show tasks that have been approved.
	Show tasks that have been declined.
	Show tasks that are due within the next seven days.
	Show tasks that are overdue.
	Show tasks that are in a draft form and have not been submitted.
	Show tasks that are assigned to me.
	Show tasks that are assigned to my group or groups.