User Interface of the Lucanet CFO Solution Platform

Last updated on 2026-04-10

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 the start page.

If you open any solution or the Administration section, the user interface will be displayed in three areas: main menu, menu, and detail view. For example, the Dashboards workspace in the Consolidation & Financial Planning solution is displayed as follows:

Shows the user interface of the Lucanet CFO Solution Platform, which consists of three parts: main menu, menu, and detail view.
User interface of the Lucanet CFO Solution Platform
Main Menu

The following elements are available in the main menu:

Element

Description

Home

Returns you to the start page of the Lucanet CFO Solution Platform

Notifications

Centralized interface for managing notifications from platform features and your licensed solutions. Unread notifications are indicated by a number behind the menu item.

Task Center

Provides a unified interface for managing tasks across the Lucanet CFO Solution Platform. You can easily create, organize, and monitor tasks in one place here.

Your Solutions

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

Discover More Solutions

Contains all unlicensed solutions of the Lucanet CFO Solution Platform. Clicking on a solution opens the corresponding demo page with options to watch an interactive demo, access documentation, contact experts, or view resources:

Displays the sample demo page for xP&A displayed from the 'Discover more solutions' section
Sample demo page for xP&A displayed from the 'Discover more solutions' section

When you click Watch a demo, a consent dialog is displayed requesting your permission to redirect to the external Consensus platform (operated by Consensus, Inc, South Jordan, UT, USA). The dialog provides information about data processing in accordance with Art. 6 para. 1 lit. a GDPR and includes a link to the Consensus Privacy Policy.

To proceed to the demo, activate the consent check box and click Continue. To decline, click Decline or close the dialog. Your consent is stored and you will not see the dialog again unless you revoke your consent via Account menu | My Profile | Manage Consent.

For more information, see Managing Consents for External Services.

Contacting a Sales Expert

On each demo page, you can click the Contact an expert button to request assistance or more information about unlicensed solutions. A contact form is displayed as follows, for example:

Displays the 'Contact a Sales Expert' form with fields for first name, last name, business email, phone number, and message.
'Contact a Sales Expert' form

Your contact information is automatically filled from your profile. After submitting your request, one of our sales representatives will contact you shortly to discuss your requirements.

Lucanet Copilot 

(if available)

Provides an AI-based chat functionality that offers quick answers and insights regarding your data within the CFO Solution Platform.

Adminis­tration

Serves as the central hub for user management and platform administration. Is displayed only for users with access to the Administration module.

Help and Documen­tation

Provides access to the following options:

User Account

Displays your avatar, name, and selected UI language at the bottom of the main menu. Click anywhere in this area to open the Account menu, as displayed in the following example:

User Account area at the bottom of the main menu with the Account Menu open, showing user name, e-mail address, language selector, formatting preferences, change password, and log out options
User acount area and the account menu

The following options are available in the account menu:

  • User info (avatar, name, e-mail address)
    Displays your avatar, first name, last name, and e-mail address. Click this area to open the My Profile dialog, where you can view your user name and e-mail address and manage your consents for external services.

    For more information, see Viewing Your User Profile and Managing Consents for External Services.
  • Language
    Allows you to select your preferred user interface language. For more information, see Changing the User Interface Language.
  • Formatting preferences
    Allows you to configure your preferred date and number format. For more information, see Configuring the Date and Number Format.
  • Change password
    Allows you to change your login password. For more information, see Changing Your Password.
  • Log out
    Logs you out of the Lucanet CFO Solution Platform.
Menu

The Menu provides an overview of the selected licensed solution or the Administration section. What is displayed in the menu depends on which solution or section has been chosen. For example, the menu can display:

  • Licensed and unlicensed modules within the selected solution
  • Functional areas and workspaces of the selected solution
  • Other configuration options
Detail View

The detail view displays specific information and functions related to the currently selected element in the menu.

Changing the Display of the Menus

The following options are available to change the display of the main menu or the menu:

Element

Option

Main menu

  • Click the  or  icon to expand or collapse the main menu.
  • Drag and drop the dividing line between the main menu and the menu to hide or show the element names in the main menu.

Menu

  • Click the or icon to show or hide the menu.
  • Drag and drop the dividing line between the menu and the detail view to resize the width of the menu.
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