The Planning Edge

Navigation Hubs

Updated on

In The Edge Platform you will find a navigation menu at the top of the page. 

When you click on each of these menus you will be taken to a page that provides relevant information for that context. For example if you click on the Initiate menu you will be taken to a page that contains initiatives.

We call each of these pages Hubs as they are designed to serve as both a means of reporting on the status of e.g initiatives, and as a means of filtering/searching and updating information.

Each page follows a similar structure, with navigation buttons at the top of the page, charts that show current status, and grids that show more detailed information.

The menu items visible will depend on the size of the monitor you are using. On larger monitors you can see up to 15 items, on smaller screens you may see up to 5. To view all  menu items that are not visible, simply click the drop down arrow next to 'More'. 

Note: What is displayed on your menu may be different to others on your team. For example only administrators will see "Admin/Setup" menu.

What data will I find in the Hub?

Below is an overview of what types of records you will find in each of these menus or Hub pages. To go to more detailed information on each of these, simply click on the link below.

Common Elements

You will find the following items on most hub pages:

  1. Buttons: which enable you to create new records, update settings, Get Help and access the Support site and Training Courses.
  2. Charts: Provide visual representation of the status of current items.
  3. Grid: Tables that provide the means to sort, filter, search for relevant records and to edit records. For more information on Grids see here

Here is an example of the Initiate Hub.

NOTE: To change the current filtering for the charts click the settings button and follow the instructions.

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