Tips & Tricks: 8.7 Removed Admin Screens
The EcoSys 8.7.01 user interface was enhanced to provide a more streamlined admin user experience and to improve configurability. Several screens have been removed as the functionality of most of these screens is accessible in other screens as detailed in the below table. The removed screens were native to EcoSys and could not be modified. In replacing these screens, the goal was to provide the ability to configure in these native subject areas, expand in function and migrate these expansions, in order to improve overall usage. It is important to note that the removed screens can no longer be selected as a panel in a Screen Layout or as a Menu Item in a Menu. These Screens have also been removed from existing Screen Layouts and Menus where they were previously accessible.
As mentioned above, the data previously updated in these removed screens can still be maintained in other screens. In some cases, these alternative maintenance areas are more efficient, allowing for the combination of two separately maintained screens into one single screen.
For example, Custom Field Configuration has changed with the screen modifications in 8.7.01. In previous versions, Custom Fields were first created in the Enterprise Data > Custom Fields dictionary and then added to Custom Field Configuration in the Enterprise Data > Custom Fields Configuration screen. From EcoSys 8.7.01 forward, Custom Field creation and configuration are both accomplished in the screen Enterprise Data > Maintain Custom Fields.
Using the table below, you will be able to navigate to the data from a removed screen in an alternate EcoSys 8.7.01 screen. In the left column are the removed screens and their previous access, and in the right column, you will find the location where the same data can now be accessed in EcoSys 8.7.01.
|
Removed Screens |
Where to Access Removed Screen Data in 8.7.01 |
|
Categories Dictionary (previous access: Enterprise Data > Categories) |
Enterprise Data > Maintain Categories and Values |
|
Cost Account Spreadsheets |
Enterprise Data > Maintain Cost Accounts |
|
Cost Object Security Group Dictionary (previous access: Admin > Core Admin > Users and Security > Cost Object Security Groups) |
Admin > Core Admin > Users and Security > Maintain Security Groups |
|
Cost Object Spreadsheets |
Enterprise Data > Cost Objects Enterprise Data > Maintain Cost Objects |
|
Custom Fields Dictionary (previous access: Enterprise Data > Custom Fields) |
Enterprise Data > Maintain Custom Fields > Custom Fields tab |
|
Custom Fields Configuration Dictionary (previous access: Enterprise Data > Custom Fields Configuration) |
Enterprise Data > Maintain Custom Fields > Custom Fields Configuration tab |
|
Exchange Rate Override Spreadsheets |
Admin > Core Admin > Currency and Rates > Maintain Exchange Rate Tables |
|
Exchange Rate Tables Dictionary (previous access: Admin > Core Admin > Currency and Rates > Exchange Rate Tables) |
Admin > Core Admin > Currency and Rates > Maintain Exchange Rate Tables |
|
Import External Data |
Integration > External Data Sources |
|
Organization Security Groups Dictionary (previous access: Admin > Core Admin > Users and Security > Organization Security Groups) |
Admin > Core Admin > Users and Security > Maintain Security Groups |
|
Organization Spreadsheets |
Enterprise Data > Maintain Cost Accounts |
|
Resource Definition (previous access: Enterprise Data > Resources) |
Enterprise Data > Maintain Resources |
|
Unit Rate Table Dictionary (previous access: Admin > Core Admin > Currency and Rates > Unit Rate Tables) |
Admin > Core Admin > Currency and Rates > Maintain Unit Rate Tables |
|
Version Security Groups Dictionary (previous access: Admin > Core Admin > Users and Security > Version Security Groups) |
Admin > Core Admin > Users and Security > Maintain Security Groups |
The removal of several native screens and the redesign of screens to enable enterprise data creation and configuration in the same area provide a more streamlined and configurable admin user experience. These enhancements improve workflow and facilitate the configuration and the maintenance of EcoSys enterprise data objects for admin users maintaining, integrating and creating enterprise data.