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Tips & Tricks: 8.7 Removed Admin Screens

The EcoSys 8.7.01 user interface was enhanced to provide a more streamlined admin user experience and to improve configurability.  Several screens have been removed as the functionality of most of these screens is accessible in other screens as detailed in the below table. The removed screens were native to EcoSys and could not be modified.  In replacing these screens, the goal was to provide the ability to configure in these native subject areas, expand in function and migrate these expansions, in order to improve overall usage. It is important to note that the removed screens can no longer be selected as a panel in a Screen Layout or as a Menu Item in a Menu. These Screens have also been removed from existing Screen Layouts and Menus where they were previously accessible.

As mentioned above, the data previously updated in these removed screens can still be maintained in other screens. In some cases, these alternative maintenance areas are more efficient, allowing for the combination of two separately maintained screens into one single screen.

For example, Custom Field Configuration has changed with the screen modifications in 8.7.01.  In previous versions, Custom Fields were first created in the Enterprise Data > Custom Fields dictionary and then added to Custom Field Configuration in the Enterprise Data > Custom Fields Configuration screen. From EcoSys 8.7.01 forward, Custom Field creation and configuration are both accomplished in the screen Enterprise Data > Maintain Custom Fields.

Using the table below, you will be able to navigate to the data from a removed screen in an alternate EcoSys 8.7.01 screen. In the left column are the removed screens and their previous access, and in the right column, you will find the location where the same data can now be accessed in EcoSys 8.7.01.

Removed Screens

Where to Access Removed  Screen Data in 8.7.01 

Categories Dictionary (previous access: Enterprise Data > Categories)

 Enterprise Data > Maintain   Categories and Values

Cost Account Spreadsheets

 Enterprise Data > Maintain   Cost Accounts

Cost Object Security Group Dictionary (previous access: Admin > Core Admin > Users and Security > Cost Object Security Groups)

 Admin > Core Admin > Users   and Security > Maintain   Security Groups

Cost Object Spreadsheets

 Enterprise Data > Cost Objects

 Enterprise Data > Maintain   Cost Objects

Custom Fields Dictionary (previous access: Enterprise Data > Custom Fields)

 Enterprise Data > Maintain   Custom Fields > Custom Fields   tab

Custom Fields Configuration Dictionary (previous access: Enterprise Data > Custom Fields Configuration)

 Enterprise Data > Maintain   Custom Fields > Custom Fields   Configuration tab

Exchange Rate Override Spreadsheets

 Admin > Core Admin >   Currency and Rates > Maintain   Exchange Rate Tables

Exchange Rate Tables Dictionary (previous access: Admin > Core Admin > Currency and Rates > Exchange Rate Tables)

 Admin > Core Admin >   Currency and Rates > Maintain   Exchange Rate Tables

Import External Data

 Integration > External Data   Sources

Organization Security Groups Dictionary (previous access: Admin > Core Admin > Users and Security > Organization Security Groups)

 Admin > Core Admin > Users   and Security > Maintain   Security Groups

Organization Spreadsheets

 Enterprise Data > Maintain   Cost Accounts

Resource Definition (previous access: Enterprise Data > Resources)

 Enterprise Data > Maintain   Resources

Unit Rate Table Dictionary (previous access: Admin > Core Admin > Currency and Rates > Unit Rate Tables)

 Admin > Core Admin >   Currency and Rates > Maintain   Unit Rate Tables

Version Security Groups Dictionary (previous access: Admin > Core Admin > Users and Security > Version Security Groups)

 Admin > Core Admin > Users   and Security > Maintain   Security Groups

The removal of several native screens and the redesign of screens to enable enterprise data creation and configuration in the same area provide a more streamlined and configurable admin user experience. These enhancements improve workflow and facilitate the configuration and the maintenance of EcoSys enterprise data objects for admin users maintaining, integrating and creating enterprise data.