PeopleTools 8.50 Upgrade Effective October 25, 2010

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1 PeopleTools 8.50 Upgrade Effective October 25, 2010 Overview: The PeopleTools 8.50 upgrade will provide us with the following new features: Menu options that can be utilized according to personal preferences. Ability to view and access menus/sub-menus from the new navigation bar. The 5 most recently used menu options will display in Favorites > Recently Used. Type ahead functionality available in search/magnifying glass fields. My Personalization settings will allow you to set your sort preferences and turn the type ahead functionality on or off according to your personal preferences. Hover Over and Popup Sub-Menu Functionality When you login to PeopleSoft, the main menu will be displayed. Notice the new navigation bar.

2 The following screen will be displayed. Notice that the PeopleTools 8.50 menu is overlaid on top of the existing menu. IMPORTANT: The new PeopleTools 8.50 menu functions differently than the underlying menu. To scroll through the new PeopleTools 8.50 menu, click on the down arrow at the bottom of the menu. Place your mouse over a menu option. Notice that a sub-menu appears.

3 Place your cursor over an item in the sub-menu to see the next available sub-menu. At any time, you can click on a menu option on the PeopleTools 8.50 menu or on the sub-menus. When you click on a menu option, you will be taken to the familiar menu options as shown below.

4 How to View and Access Previous Menus/Sub-menus Also note that when you click on a menu option, the navigation path will appear in the new navigation bar as previously illustrated. For example, the Commitment Control > Budget Reports navigation path is displayed in the new navigation bar next to Favorites and Main Menu as shown in the screenshot on the previous page. At any time and on any page, you may click on the navigation path to navigate to a previous sub-menu as shown in the screenshot below. NOTE: The Home link is still available and will provide you with the Main Menu you currently use. It is important to note that if you click on the Home link, you will be able to use the PeopleSoft menu that you are the most familiar with and the Main Menu will function as it has always functioned with the addition of including the navigation path in the new navigation bar. If you want to take advantage of the new PeopleSoft 8.50 menu features, you will need to click on the Main Menu option in the new Navigation bar to access the new functionality.

5 Sort Functionality The ability to sort the menu is only available in PeopleTools 8.50 menu. To sort the PeopleTools 8.50 menu in alphabetical order, click on the up arrow as shown below. To sort the menu in reverse alphabetical order, click on the down arrow as shown below. If you would like to set the sort order as your default when you login to PeopleSoft, please refer to the My Personalizations section of this document. Recently Used Menu Options PeopleSoft will display the 5 most recently used menu options. The Recently Used menu options are provided to allow access to the information that you frequently use. Click on Favorites to access.

6 Type Ahead Functionality Notice that an f is entered in the Ledger Group field below. Available options are displayed as shown below. By typing fn, one option was eliminated and only one option remains in the list. You may select an option from the available list instead of clicking on the magnifying glass icon to search or entering the entire value in the field. NOTE: The type ahead functionality is only available in search fields denoted by the magnifying glass icon. The type ahead functionality can also be turned off. Refer to the My Personalizations section of this document for instructions.

7 PeopleSoft Processing and Saving One final item to note is that the blinking PeopleSoft Processing and Saving that appears in the upper right corner has been replaced with a rotating circle. There will be times that the circle does not appear in the upper right corner but may appear only within the Internet Explorer tab as shown below. Change Default Settings My Personalizations From the Main Menu, select My Personalizations.

8 The following will be displayed. Click on the Personalize User Options button for the Navigation Personalizations option. The system defaults are displayed below.

9 Drop down Menu Sort Order To change the Drop down Menu Sort Order, you may select Ascending or Descending from the Override Value list. Ascending will set your default to alphabetical order. Descending will set your default to reverse alphabetical order. Please note: if you change the Drop down Menu Sort Order to ascending or descending, the sort order on the PeopleTools 8.50 menus and sub-menus are the only menus affected. The underlying Home menu is not affected as shown in the screenshot below.

10 Type Ahead Functionality To turn off the type ahead functionality, select No for the Type ahead option. Click OK to save any settings made to My Personalizations. Any changes to your default settings will require you sign out and sign back in to PeopleSoft for the changes to take effect.