User Interface of the Lucanet CFO Solution Platform

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.

This article contains the following sections:

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 Balance Sheet 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

The following elements are available in the main menu:


Element

Description


Lucanet logo

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


Active 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, which is displayed as follows, for example:

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

Lucanet Copilot 

(if available)

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


My profile

Allows users to perform the following actions:

  • Change formatting preferences
  • Change password
  • View their Lucanet profile
  • Select their UI language
  • Log out

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


Help

Provides access to the following options:

  • Lucanet Knowledge Base
  • Support website
  • Customer portal
  • Product versions under About Lucanet

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

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 main menu and the menu to resize the width of the menu.