Next-Generation Homepage Setup
An early version of the next-generation homepage was introduced in SuiteProjects Pro 2024.2. When enabled for your company's SuiteProjects Pro account, the next-generation homepage is available in addition to (and not in replacement of) the classic homepage because it does not currently offer a new solution for all the homepage functionality. However, employees can start personalizing their homepage and include lists and reports to show the information that is relevant to them. For more information about the next-generation homepage, see Getting Started with the Next-Generation Homepage.
Account administrators and user with the relevant role permission can use the Bulk employee change wizard to copy the next-generation homepage setup from one employee to other employees, or to all employees in one department. This enables you to create a homepage template and use this template as the default homepage setup for other employees. See Making Changes to Multiple Employee Records at the Same Time.
In the bulk employee change wizard, select Home (new) personalization
under Information to copy. This option replaces all personalization and content set up for the next-generation homepage that the destination employees may have. This action cannot be undone.
After the setup is copied to an employee's homepage, this employee can make changes to homepage and personalize it.
Homepage Setup Sharing Best Practice
The homepage setup can contain list or report content configuration parameters that are not available to some target users.
Review the following best practice guidelines:
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For list content:
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Make sure target users have access to the application (module) containing the list and to the object list.
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Use a public list layout. If the selected list layout is no longer public or no longer exists after the homepage was copied to other users, the homepage for these other users shows the list with the standard layout instead of the custom layout selected in the list portlet setup.
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Remember that saved filters are available on a per-user basis only. The selected list filter is ignored if it is not available for the target user.
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For report content, share reports used in the homepage with target users before copying the homepage setup.