NAV Training Guide From Prometheus Group Jump to: navigation navigation,, search Main Page > Page > Special:UserLogin > Special:ChangePassword > Main Page > NA !raining "uide
Contents #hide #hide$$ •
% Navigator Training Guide o
%&% Create a New Navigator
%&%&% Set 'e(ault Navigator per User
%&%&) Set 'e(ault Navigator per *ole
o
%&) Cop+ an -isting Navigator
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%&. dit A Navigator
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%&.&% Customi/e a New Navigator
%&.&) Customi/e a Navigator 0o-
%&.&. Customi/e a Navigator 0utton
%&.&1 Add Add 2cons to a Navigator
%&.&3 Move Navigator 0o-es
%&.&4 Cop+ Navigator 0o-es
%&1 Navigator !ool5ars
%&1&% Standard Mode !ool5ar
%&1&) 'esign Mode !ool5ar
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%&3 Preview a Navigator
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%&4 Protect a Navigator
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%&6 Switch Navigators
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%&7 Manage Navigators
%&7&% 'elete Navigators
%&7&) *estore deleted Navigators
%&7&. *ename Navigators
%&7&1 *ole assignment
Navigator Navigato r Training Training Guide !he Prometheus "roup8s Navigator provides +ou with a custom la+out o( transaction and report shortcuts to 9uicl+ and easil+ navigate through the wor(low process& !he Navigator is accessi5le via the /PROGROUP/NAV transaction& Prior to version 1&)&%&;, Navigator was named 'ash5oard and can 5e (ound under transaction /PROGROUP/DASH&
Create a Ne Navigator Almost ever+ item within a Navigator
Set De!au"t Navigator per User A user can have multiple Navigators
and +ou will 5e prompted to enter a name (or this
!o set a de(ault Navigator, which will displa+ each ti me the /PROGROUP/NAV (ormat (or the name& or e-ample, i( John Smith8s SAP user name is JSM2!B, then the name o( the Navigator will 5e U?JSM2!B&
A glo5al de(ault Navigator can 5e set through a con(iguration entr+ in the /PGPN#/CONF$G ta5le&
Set De!au"t Navigator per Ro"e !he a5ilit+ to assign a de(ault Navigator <(ormerl+ nown as 'ash5oard= to a role (or deliver+ to a group o( users was introduced in 'ash5oard version 1&)&;&%& or e-ample, using this (unctionalit+ ena5les all planners to see and use a prede(ined Navigator& !o create the role de(ault Navigator, enter a role in the second (ield (rom the top o( the Navigator design mode screen&
!his Navigator will now act as the de(ault (or an+ user with the selected role& !here are two constraints in the s+stem currentl+ with regard to which Navigator a user will see as their de(ault& •
2( a user has a U?@US*NAM> Navigator the s+stem will alwa+s use this Navigator as their de(ault&
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2( a user has multiple roles assigned to him or her and more than one o( these roles has a de(ault Navigator the s+stem returns the (irst Navigator to role match (ound& !he Navigators are sorted alpha5eticall+ 5+ name, so the (irst alpha5etical result to match on a role will 5e used&
Cop% an &'isting Navigator Navigators
!his will 5ring up a list o( previousl+ created Navigators& Select the Navigator that +ou would lie to use and hit the green chec 5utton&
Bitting the green chec will tae +ou to the selected Navigator& rom here, press the Cop+ Navigator 5utton to 5egin the process o( cop+ing the selected Navigator into a new template&
nter a name and description (or the new Navigator and (ollow the directions in the training documentation to customi/e an+ o( the 5o-es or 5uttons& 0eginning in version 1&)&;&1 +ou can overwrite an e-isting Navigator 5+ entering its name (or the new Navigator&
&dit A Navigator Customi(e a Ne Navigator A(ter giving +our Navigator a name and description and assigning a role i( appropriate, +ou will now see +our new Navigator in Design )ode& rom here +ou ma+ 5egin +our customi/ation o( the Navigator& Eou will 5e presented with F 5o-es, each containing 4 5uttons that individuall+ lin to a speci(ic transaction or report in SAP& ach o( these 5o-es and 5uttons can 5e con(igured& Eou can also choose 5utton icons and lining images (or +our Navigator&
Customi(e a Navigator *o' ach Navigator
transactions involving noti(ications <2G)%, 2G)), 2G).= could 5e grouped in one 5o- and another 5o- could contain all the transactions that deal with wor orders <2G.%, 2G.), 2G..=& 2n the 5o- 5elow we are going to add all the transactions that are associated with planning wor orders& !he te-t (ield at the top o( this 5o- holds the description o( the 5o-& Ge have named this 5o- Plan Hrders& !o mae a 5o- visi5le on the Navigator, ena5le the 5o- 5+ checing the chec5o- ne-t to the description&
Customi(e a Navigator *utton ach 5utton in a Navigator
!o direct a Navigator 5utton to call a we5site, clic the UR# radio 5utton and +ou will see that the !Code (ield changes to UR# (ield where +ou can enter a we5site name&
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Visi"e: Sets the 5utton to 5e visi5le when viewing the Navigator&
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S0ip First: Sips the (irst screen
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De!au"t Variants : Applies the User ariant
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Ne Session: Hpens the transaction in a new session <2ntroduced in version 1&)&%&F=&
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Te't: !he te-t displa+ed on the 5utton&
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$1on Name: !he graphical icon on the 5utton&
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2ui10 $n!o: !he te-t displa+ed when hovering over the 5utton& !he 5utton must have an icon selected to ena5le the 2ui10 $n!o (unctionalit+&
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T.Code: !ransaction code, accessi5le when the !Code radio 5utton is selected&
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UR#: Ge5site name, accessi5le when the U*L radio 5utton is selected&
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Variant: 2ndicates the variant to use when running the transaction& 2( De!au"t Variants is checed, the U?US*NAM variant will alwa+s override the variant entered in the Variant (ield& Prior to Navigator v1&)&)&;, the ariant (ield onl+ accepted %1 characters& 2n versions 1&)&)&; and newer, the ariant (ield accepts up to )1 character entr+, which will allow (or the entr+ o( (ull Navigator names&
A Navigator can 5e lined to another navigator, 5+ similar process o( lining the desired variant and applica5le tcode&
Add $1ons to a Navigator 2cons can 5e added 5etween the 5o-es on the Navigator
)ove Navigator *o'es ersion 1&)&;&1 o( Navigator
2n the e-ample shown a5ove we have swapped Prometheus Too"s <0o- %= with &3uipment Too"s <0o- )=&
Cop% Navigator *o'es ersion 1&)&6 o( Navigator
Navigator Too"ars Standard )ode Too"ar 2n Standard Mode the Navigator
Design )ode <4= I Changes to 'esign Mode& All editing is done to a Navigator in 'esign Mode& !o return to standard mode press the "ree n Arrow 0ac 5utton& Create Ne Navigator <6= I Creates a new, empt+ Navigator template& !his 5utton is used to 5uild a new Navigator without using elements (rom another Navigator&
<7= I Copies an e-isting Navigator& !his 5utton copies all 5o-es, Cop% Navigator 5uttons and icons (rom a Navigator that has alread+ 5een saved in the s+stem& Hnce the Navigator is copied +ou can mae changes, save and protect the new Navigator& !his is a great wa+ to 5uild a personali/ed Navigator without having to construct the entire thing& Change Navigators
<F= I Switches 5etween Navigators that are accessi5le in the s+stem&
Design )ode Too"ar !he 'esign Mode is where +ou can edit a Navigator& !o get into 'esign Mode press the 'esign Mode 5utton on the standard Navigator tool5ar&
Test <4= I Previews a Navigator in !est Mode& Eou can use this (unctionalit+ to test the 5uttons on the Navigator and to see how +our edits will loo once the Navigator has 5een saved& !he Navigator must 5e saved while in 'esign Mode to con(irm an+ changes&
<6= I Locs a Navigator& !his 5utton allows onl+ the creator and de(ault user to Prote1t edit and mae changes to the Navigator& Hnce a Navigator has 5een protected this 5utton is replaced 5+ the Unprotect 5utton& Unprote1t <6= I Unlocs a Navigator& !his 5utton opens the Navigator to allow changes to 5e made 5+ an+ user in the s+stem& Ghile a Navigator is unprotected this 5utton is replace 5+ the Protect 5utton& Sap *o'es
Previe a Navigator !o test how +our Navigator
5e(ore e-iting&
Eou can alwa+s per(orm more customi/ation on a Navigator 5+ clicing the Design )ode icon
&
Prote1t a Navigator Navigators
!o unloc a Navigator press the Unprote1t
5utton while in 'esign Mode&
Sit1h Navigators Not only can +ou create and use +our own Navigators
Select the Navigator that +ou would lie to use (rom the list edit and dou5le clic on the Navigator Name& !he list edit can 5e sorted and (iltered to help (ind the correct Navigator easier&
!he Navigator that +ou have selected will open and the 5uttons will 5e accessi5le& 2( the Navigator has 5een protected 5+ another user, +ou will not 5e a5le to mae changes to it& Eou can cop+ a Navigator 5+ pressing the Cop% Navigator 5utton and mae changes to the new Navigator&
A Navigator can 5e lined to another navigator, 5+ similar process o( lining the desired variant and applica5le tcode&
)anage Navigators Navigators <(ormerl+ nown as 'ash5oards= can 5e managed (rom the 'ash5oard Management screen via transaction /PROGROUP/NAV+)G)T
De"ete Navigators !he authori/ed users can delete Navigators that have 5een loced 5+ their creator through this transaction& Loced Navigators must 5e unloced 5+ user who created it 5e(ore it can 5e deleted (rom the dash5oard management transaction& Note that (rom version 1&)&%&6 and
a5ove, the user with proper authori/ation can delete protected Navigators that have not 5een unloced 5+ their creator&
Restore de"eted Navigators Authori/ed users have the a5ilit+ to restore deleted Navigators
to determine values (or ilter Criteria:
!he ne-t screen will displa+ the selection criteria (or the De"etion $ndi1ator:
rom here, set the (ilter to include the deleted Navigators, in this e-ample the (ilter was set to e-clude the deleted NavigatorsK to include them the chec mar needs to 5e cleared out (rom the restriction chec 5o-,then clic the green chec:
Upon e-ecution, the Navigator )anager will list all the Navigators including the deleted onesK the De"etion indi1ator column allows the user to identi(+ which ones were previousl+ deleted&
!o restore the Navigators simpl+ clear the chec mar (rom the De"etion indi1ator 5o- then clic Save, the Navigators are now restored:
Upon completion, the user will clic Set !i"ter and reset the selection criteria to onl+ displa+ the list o( the current Navigators and e-clude the deleted ones&
Rename Navigators rom the Navigator )anager main screen, authori/ed users have the a5ilit+ to rename protected and unprotected navigators
Hnce the Navigator is renamed , clic Save to complete the change&
Ro"e assignment
*oles that are assigned to Navigators can 5e changed or removed
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