The User Interface of the Lucanet CFO Solution Platform

Last modified on 2024-06-25

Overview

The Lucanet CFO Solution Platform is the user interface for end users and Lucanet administrators in the web view. This page contains information about the structure of the user interface and the most important elements.

Structure of the User Interface

After you log in, you will see the Lucanet CFO Solution Platform landing page. This is divided into the Main menu and Top bar areas and the Start window. The quick access bar is displayed only after the initial quick access has been created.

The user interface may also contain other elements, depending on which Solution or solution workspace is on the screen. For example, in Reporting and Analyzing in Consolidation & Financial Planning, the general ledger is displayed as follows:

The user interface of the main ledger under Reporting and Analyzing is displayed, the individual user interface elements are marked in red. User interface of the general ledger under Reporting and Analyzing

The following elements may be available in the user interface, depending on which solution or solution workspace is on the screen:

Elements

Description

Main menu

Contains the overview of all the solutions and functions available to you within the scope of your license

Menu

Contains the functional areas and their associated workspaces for each solution or function

Top bar

Contains links to the Lucanet Knowledge Base, support site and Customer Portal, the settings for the user interface language and the number and date format, and the ‘Log Out’ option.

Dimen­sion bar

Used to configure the dimensions to display values, widgets, or journals. The settings made and the chosen dimensions determine the display in the tree view. The dimension bar contains different dimensions, depending on the workspace, see:

Tree view

Shows all elements of the respective workspace , e. g. the items and accounts of the balance sheet according to the IFRS.

The functions available in the tree view are described under General Functions.

Status bar

Shows the total of the values in marked cells, the number of marked cells, and additional values

Detail view

Displays the properties of an element or the values of items or accounts from ledgers in a chart. What is displayed in the detail view depends on which workspace has been chosen.

No detail view is available in the Dashboards workspace.

For more information on showing and hiding the different components, see General Functions.

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