P2i Main Dashboard

The P2i Main Dashboard displays by default after successfully logging into P2i. Refer to Login to the P2i Main Dashboard

The main areas of the dashboard are highlighted in the following image.

P2i main dashboard exploded with features

Tip The QUICK LINKS portlet allows easy access to parts of the dashboard instead of clicking through the menu bar. Therefore, consider moving the portlet to the top left. Refer to Rearrange the portlets.

Configuration of the dashboard.

To rearrange the portlets shown on the screen, refer to Rearrange the portlets.

To change the dashboard layout (i.e. number and/or width of portlet columns), refer to Arrange the main dashboard's layout.

Which menu bar icons appear in dependant on the User Rights of the user. Refer to User Rights table.

Tip  

  • Click the arrow at bottom of the menu bar. It expands the menu bar to include the name of the first level. This is useful to see the menu's icon name (i.e. its function).

  • Click to return to the P2i Main Dashboard.

Sourcing, Projects menu flyoutSourcing, RFIs menu flyout

Sourcing, RFQs menu flyoutSourcing, Contracts menu flyout

Acquittals menu flyout

My Organisation, Organisation Profile menu flyout

Refer to Organisation Profile Details.

User Management, Manage Users menu flyout

Refer to Managing users.

  1. Click one of the menu icons to activate the menu flyout.

    Tip When sub menu icon is displayed on a menu item, there are sub menu items available.

  2. Click the menu item to display the sub menu items.

Click in the top-right corner of the dashboard.

perons popup screen

The options available are:

Click help Button to open the P2i Help Centre.

Tip The Help Centre has been created to provide easy-to-use instructions on how to use P2i. It includes step-by-step instructions, user simulations, a search function and tutorial videos.

  1. Click Accessiblity to open the Accessibility Quick Start Guide.

  2. Click close button - cross to close the browser and return to the Main Dashboard.

  1. Click User Profile.

  2. Click edit pencil button to edit the fields

    Tip Changes are saved into the change history.

    Click change history button next to view the field changes.

  3. Change current password.

    Example  

    1. Click change password button .

      change password screen

    2. Click Save button

  4. Click to return to the P2i Main Dashboard.