Fluid Finance

Enterprise Information System (EIS) Finance Fluid Portal

We are implementing Fluid navigation in the EIS Finance portal ‐ what does this mean for you?

The Finance Portal has been updated as part of our PeopleSoft maintenance and image upgrade. With this update, the EIS Finance portal has the Fluid user interface that has been in place in both the campus and HCM portals. EIS Finance Portal's upgrade is available to users as of Monday, May 9.

Special Note: If you use the nVision desktop software, you will need to have it reinstalled with the latest version. Please put in a software update request in ServiceNow and send an email to FIST.

Fluid is designed to create a better user experience on laptops and desktop computers. The application detects the screen size of the device being used and adjusts how content is presented so that it "flows" in an optimal way. The most immediate change you'll notice in the EIS Finance portal is a streamlined and graphical navigation that utilizes tiles similar to the new Employee portal.

Available Training

UNT/UNTD/System	HSC
Training	Training
AskTraining@unt.edu	Compliance@unthsc.edu

Get acquainted with the new Fluid EIS Finance portal

Links to Quick Guides (We recommend viewing the Navigation Guide first)

Navigation Guide	Accessing AM Self Service	Accessing Campus Solutions (LSPD)
Creating a Homepage	Accessing ABA, IDT, and CT	Accessing Cognos Reports
UNTS Utilities	Accessing Approvals	Accessing Concur
Using Search to Find a Page	Accessing Requisitions/Manage Requisitions	Accessing Human Resources (HRPD)
Accessing Your Favorites	Accessing Classic Menu	Accessing Employee Self Service
Help Guide: Edit Requisition Link Not Functioning

The Banner sits at the top of every page and contains useful navigation icons:

The My Favorites tile lists the pages you have identified as a favorite. Clicking one of the links will take you to that page. Click here to learn more about editing favorites.

The Navigator tile displays a hierarchical view of pages, similar to the Classic view.

Selecting the Approvals tile will take you to the page listing items pending your approval.

The Classic Home tile will change the display from the Fluid layout to the former PeopleSoft layout.

The UNTS Utilities tile is a special custom tile which provides access to many of the most used features (based on access granted), including:
- Process Monitor
- Query Manager/Viewer/Schedule
- Report Manager
- Tree Viewer
- Asynchronous Services
UNTS Utilities can be added to your My Homepage, NavBar, or My Favorites.