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PeopleSoft financials is undergoing an upgrade to version 9.1.
This upgrade is necessary for the ongoing operational performance of the system.
The impact to end users will be minimal.
Although there is a new look and feel the process of obtaining data will
remain the same. Once logged in the left menu bar,
now known as the classic menu, will appear.
Select TU
Report Distribution to proceed.
The TU Report Distribution page will appear and the classic menu will
disappear.
Select Run inVision Report Book to proceed to the next screen. When the
report book screen appears click Search to view available report books.
In addition to reviewing report books end users have access to the budgets
overview page.
This is available on the classic menu or on the new cascading
menu, which i will demonstrate now.
To access this component of the site
navigate to Commitment Control
then select Review Budget Activities, and finally select Budgets Overview.
The budgets overview page will appear.
Click Search to view available budgets. scroll down to view more details.
At any point in time during the session you can select the Home button
to navigate back to the classic menu. In addition to the classic menu and
menu bar
the Favorites menu has been enhanced.
the Favorites menu will allow you to add a page manually
but will also now
automatically add the last few pages visited. When you are finished with the session
click the Sign Out button.
When the PeopleSoft financials upgrade ts complete you will have the
capability
to navigate to your destination page
using the new drop down, hierarchical cascading menu structure. We hope you
enjoy the new, upgraded PeopleSoft drop down menu feature.