Getting Started with the Next-Generation Homepage

Depending on your company's account configuration, you may have access to the next-generation homepage. It is an early version that was introduced in SuiteProjects Pro 2024.2. It is available in addition to (and not in replacement of) the other homepage because it does not currently offer a new solution for all the homepage functionality. However, you can start personalizing your homepage and include lists and reports to show the information that is relevant to you.

Note:

The to-do list introduced in SuiteProjects Pro 2024.2 includes all workflow tasks from the Reminders portlet on the classic homepage, and some workflow tasks from the My status portlet. Workflow tasks in the My status portlet for which you cannot take direct action are not included in the to-do list. For more information about the to-do list, see To-do list.

You can show up to 12 different sections of information in the next-generation homepage:

The primary content region occupies a larger area in the top-left corner of your canvas. It lets you explore data in up to 10 separate tabs.

If there are more tabs that can be shown, use the arrows on each end of the tab bar to view other tabs to the left or to the right.

Tab titles with ellipses at the end indicate that the title is truncated. Point to the tab title to view the full title.
The secondary content regions occupy a smaller area to the right or below the primary content region. It lets you view two additional sections of information that are always visible on your homepage.

You can personalize the homepage, and add, reorganize and change the content in each region to suit your own business needs.

Currently the next-generation homepage supports two types of content:

List – You can show the most important information from a list on your homepage.
- Homepage lists have the following differences with full-page list views:
  - The list toolbar, page navigation and bulk action columns are not shown for lists on the homepage.
  - Lists on the homepage include the Actions column. You can use an action to run reports from a report list in the homepage, for example.
  - Lists on the homepage use a different visual style (background color for headers, font and font size, no line separators between columns).
  - Each list on homepage is limited to one page of list data. You can control the maximum number of rows shown when setting up the list for your homepage, or modifying the setup. The total row is always visible at the bottom of the list portlet and shows the number of rows visible in the list portlet and if there are the number of rows in the full-page list.
  - Lists on the homepage do not support inline-editing even if the full-page lists for the same object type supports inline-editing.
  - Changes to the full-page list view setup do not impact the homepage list. If you save changes to the list layout or list filter selected in the homepage list setup are reflected in your homepage.
- Click the more icon in the upper-right corner of the content area and select:
  - Collapse all to collapse all collapsible rows in the list.
  - Expand all to expand all collapsible rows in the list.
  - Set up list to set up the homepage list.
Report – You can show data from one of your reports on your homepage.
- Reports on the homepage use a different visual style (background color for headers, font and font size, no line separators between columns).
- If the full report uses color-coding, the color-coding legend is included in the bottom-right corner of the content area.
- Click View report to go to the full report in the Reports application. On the full report page, you can use a back navigation link to go back to the homepage.
- Click the more icon in the upper-right corner of the content area and select:
  - Collapse all to collapse all collapsible rows in the report.
  - Expand all to expand all collapsible rows in the report.
  - Refresh to run the report and refresh the report data.
  - Set up report to set up the homepage report.

Navigation

You can go to the next-generation homepage from anywhere in SuiteProjects Pro. To do so, go to Home > Home (new).

Personalizing the Next-Generation Homepage

You can personalize the homepage by adding, changing and reorganizing content in each region to suit your own business needs.

To personalize the next-generation homepage

On the homepage, click Personalize view

The Personalize view drawer appears on the right.
In the Personalize view drawer, you can:
- Review the list of content items in both content regions.
- Edit each of the content regions. Click Edit to show the Edit region drawer. You can then add or delete content items from the region.
- Drag a content item to change the order in which it appears in the region.
- Delete a content item. Click the more icon then Delete.
Important:
All changes you make in this step, including changes to the content setup are only applied temporarily. You must save these changes in the next step.
Click Save to save your changes, or Cancel to discard your changes.

Editing a Content Region

You can add or remove content items in each region to suit your own business needs.

To edit a region:

On the homepage, click Personalize view

The Personalize view drawer appears on the right.
In the Personalize view drawer, click Edit region next to the region you want to edit.

The Edit region drawer appears. It lists the content of the region and the new content you can add. A counter next to the region title shows how many content items there are in the region, and how many content items you can have.
In the Edit region drawer, you can:
- Add a new content item. Under the New section, click the type of content you want to add. This adds an empty content-item of the chosen type to the content region if the maximum number of content items for the region was not yet reached.
- Delete a content item. Click the bin icon next to the content item you want to delete.
Click Apply to save changes temporarily and return to the Personalization drawer.

Important:
All changes you make in the Edit region drawer are only applied temporarily. You must click save in the Personalize view drawer to save the changes.
Click Save.

Setting up a content item

After you add a content item to a content region, you need to set up the content item.

To set up a content item:

Locate the content you want to edit on the homepage. In the upper-right corner of the content area, click the more icon then Edit.

The Set up <content-type> drawer appears.

Select or enter all the setup information for your content item. When selecting an option from a dropdown list, such as an object type, for example, you can enter a few characters to filter the dropdown list as you type and show matching options only.

The following table describes the setup information in the different form section for each content type.

Form section	List	Report
Data	Object type – Select the type of records you want the list to show. If the object list in SuiteProjects Pro includes several tabs (by approval status, or by stage, for example), an option corresponding to each tab is available in the dropdown list. List tab – If the object list in SuiteProjects Pro includes several tabs (by approval status, or by stage, for example), an option corresponding to each tab is available in the dropdown list. Select the tab you want to show. List layout – Select one of your saved list layouts associated with the selected object type. List filter – (Optional) Select one of your saved list filters associated with the selected object type. You should use a list filter to limit the number of objects in your list because the homepage list can only show a limited number of rows. Number of rows – Select the maximum number of rows you want to show.	Data source (report) – Select one of your saved reports from the dropdown list. The dropdown list shows up to 50 saved reports initially. To find a specific report, enter the report name in the search bar. The list is filtered as you type with matching terms highlighted in bold. If you have access to more than 50 reports, enter at least three characters from the report name and click Search All to find all matching values. The dropdown list shows up to 1,000 reports containing your search term. A message at the top of the dropdown suggests that you refine your search if there are more than 1,000 search results. Column width – Select `Auto width` to change the column width automatically depending on the portlet width, or `Fixed width` to keep the same column width when the size of the content region changes.
Text	<Content-type> title – Enter a title for the homepage content item. The title shows above your list or report. <Content-type> subtitle – (Optional) Enter a subtitle for the homepage content item. The subtitle shows under the title. <Content-type> description – (Optional) Enter a description for the homepage content item.
Tab	Tab title – Enter a tab title for your content-item. When there is more than one content item in the primary content region, there is a tab for each content item. If not specified, the list or report title is used.

Form section

List

Report

Data

Object type – Select the type of records you want the list to show. If the object list in SuiteProjects Pro includes several tabs (by approval status, or by stage, for example), an option corresponding to each tab is available in the dropdown list.
List tab – If the object list in SuiteProjects Pro includes several tabs (by approval status, or by stage, for example), an option corresponding to each tab is available in the dropdown list. Select the tab you want to show.
List layout – Select one of your saved list layouts associated with the selected object type.
List filter – (Optional) Select one of your saved list filters associated with the selected object type. You should use a list filter to limit the number of objects in your list because the homepage list can only show a limited number of rows.
Number of rows – Select the maximum number of rows you want to show.

Data source (report) – Select one of your saved reports from the dropdown list.

The dropdown list shows up to 50 saved reports initially. To find a specific report, enter the report name in the search bar. The list is filtered as you type with matching terms highlighted in bold.

If you have access to more than 50 reports, enter at least three characters from the report name and click Search All to find all matching values. The dropdown list shows up to 1,000 reports containing your search term. A message at the top of the dropdown suggests that you refine your search if there are more than 1,000 search results.
Column width – Select Auto width to change the column width automatically depending on the portlet width, or Fixed width to keep the same column width when the size of the content region changes.

Text

<Content-type> title – Enter a title for the homepage content item. The title shows above your list or report.
<Content-type> subtitle – (Optional) Enter a subtitle for the homepage content item. The subtitle shows under the title.
<Content-type> description – (Optional) Enter a description for the homepage content item.

Tab

Tab title – Enter a tab title for your content-item. When there is more than one content item in the primary content region, there is a tab for each content item. If not specified, the list or report title is used.

Click Save or press Enter.