Dependent on the role(s) of the user, different tasks may be of relevance. The FP&A application visualizes these tasks on the homepage in the Tasks tile (see picture below).

Example - Screen: Homepage with Tasks

By clicking on the homepage on the Tasks, the user navigates to the Tasks screen where all relevant tasks are listed (see picture below). All tasks can be viewed and reached with a single click. In this way, clicking on an approval task the user navigates to the correct Financial Plan, to the correct Entity, ready to review the plan.

Example - Screen: Tasks