Planon Real Estate : RE Finance : Application overview
Application overview
The RE Finance application is a web-based application that is started from your browser. The application is accessible as a user with the right credentials (user name, password) and the right user role. The user account should be a valid Microsoft account.
When opening RE Finance , the home screen is shown:
Home screen
The home screen contains the following elements:
1. Application name: On the application header's left, the application name is shown.
2. Icon bar: On the right side of the application header, the following icons are displayed:
Notification icon When clicking this icon, you can view all available notifications. The number that is displayed indicates how many notifications are pending.
Help icon By clicking this icon, you can access the RE Finance Webhelp and the Freshdesk support portal (to log a ticket).
User profile icon When clicking this icon, you can view or alter user profile settings such as language-, number- and date formats. You can also indicate whether whole numbers or thousands should be shown on the screens in the financial statements. Also, the user can logout using the user profile menu.
3. Navigation panel: The navigation panel on the left of the screen enables a single-click-jump to various sections of the application. The selected section is indicated with an orange marker. The navigation panel is expandable or collapsible by clicking the arrows Arrows pointing left, or by using the <F4> key.
4. Screen name and Entity: In the upper area the screen name and bread crumb is shown. The bread crumb (not visible on the home screen) enables navigation within a section to the relevant screen.
Also the name of the selected Entity is shown. All data on the screen relates to the selected entity.
The user can switch Entity by clicking on the Entity name and then selecting another Entity.
5. Main application area:The light parts of the screen show relevant application data and functionalities.