insightsoftware EPM Home Page Overview

insightsoftware EPM user interface offers easy access to and navigation between the EPM solution modules. The home page of the insightsoftware EPM consists of the following elements:

• Left navigation

• Products in your plan

• AI Doc Assist

• Discover

Left navigation

The navigation bar on the left includes options to switch applications and see solutions in your plan, the Home button, access to help, settings and user information, and other tasks assigned to your user.

For more information about the insightsoftware platform and its functionalities, refer to the Platform Help documentation.

Solutions in your plan

Solutions in your plan allows you to access the different modules in the insightsoftware EPM solution. The modules include:

• Consolidation and Close Module

• Budgeting, Planning and Forecasting Module

• Disclosure Management Module

• Reporting and BI Module

Click Launch to open each module.

If the launch button includes a downward-facing arrow, it indicates that additional versions or components of the module are available. Clicking the arrow will open a dropdown menu where you can select from these options.

For details on each module, click the Module button on the top right corner of each module tile.

For additional information about each module in your solution, see the insightsoftware EPM for North America article or the insightsoftware EPM for EMEA article.

Lineos Doc Assist

Lineos Doc Assist is an in-product AI tool designed to help you find information on the product features and how to use the product. Type in questions and the Lineos Doc Assist returns summarized answers and provides links to the comprehensive source documentation.

Click the Lineos logo on the bottom right corner of the view to open the Lineos Doc Assist chat window. For more information about Lineos, refer to the Lineos AI services section in the Platform Help documentation.

Discover

Discover other products insightsoftware can provide for the office of the CFO.