About the Planning Home Page
The FinancialForce Planning Home page is a fully customizable Lightning page. FinancialForce Planning is divided into multiple components. The Home page can differ depending on the user profiles, and you can view and access features.
As an administrator, you can view and access the following components:
- Context Filter - The context panel is dynamically configurable. You can display from one to five dimensions on the panel. As an administrator, you can customize the context panel from the Main Configuration tab.
- Quick Links - Provides access to posting rules, calculation rules, budgets, budget templates, data synchronization, balances, and so on.
- Data Links - Provides access to the layout settings.