1. Brenda Butler, Senior Consultant
XA R7 Power-Link
Workspaces
Brenda Butler, Senior Consultant
Streamlining processes/lean initiatives by Jim Simunek earlier this year.
We all are dealing with working smarter with a lean staff.

2. Agenda for Today What is a Workspace? How does it help me?
Let’s create one!

3. What is a Workspace?
A Workspace is a collection of choices to display and work with information within an Power-Link object. Think “easy reports.”
Function is an expansion of choosing preferences. You can have many sets.
Workspaces can be placed on the application cards for easy access. Just select with a double click rather than repetitively select different individual views, subsets, sorts for a display of information to perform different and regular analyses or reports

4. Uses for Workspaces – Task or Report?
Procurement Management
Expediting workspace
Close and purge workspace
Order-Based Production Management
Specific but alternate planner/exception status for MRP recommendations
Review of orders for close at month-end
PDM+ or Enterprise Product Data Management
Purchased items or manufactured components or ?

5. Create a Workspace – under Customize

6. Create a Workspace Create a new workspace with blank page.
Give it a name and decide the domain and security.
Determine if it will have a presentation scheme.
Select LIST tab to select correct view, subset and
sort.

7. Create a Workspace Select LIST tab to choose correct view, subset and
sort.

8. Workspace
THE RESULT
Workspace name icon

9. Make Workspace Your Preference
Select CUSTOMIZE and PREFERENCES

10. Make Workspace Your Preference
Select correct Workspace and click CONTINUE.

11. Workspaces on Application Cards
Create a custom application card…or add to a default card.
Click CUSTOMIZE and CARDS.

12. Workspaces on Application Cards
Highlight the appropriate business object on the left.
Click the ADD button in the middle.
Make choices in prompt box.
Select correct Workspace and click CONTINUE.
Select a Workspace from the dropdown.
Key in Icon name (defaults to object name).
Give the Workspace a title & click CONTINUE.

13. Workspaces on Application Cards
See workspaces listed at the bottom of the application card setup.

14. Workspaces on Application Cards
Note 3 Workspaces on the custom tab
Double click to use

15. A little bit in live XA…

16. Thanks for joining us today!