Every user is greeted with the Welcome page when they log in to Martus. Depending on the type of user, the Welcome page will display certain cards with specific information.
The Welcome to Martus! card displays a link - HERE - to your default view in Dashboard > Financials. Saved Reports - Standard Financials displays any user and shared standard Martus reports. Saved Reports - ReportBuilder displays any user and shared custom ReportBuilder reports. This card is available to Admin and non-admin users.
The Release Notes card displays current release notes and upcoming webinars, along with Martus Support holidays when appropriate. This card is available to Admin users only.
Budget Info displays the Current Fiscal Year and Default Planner and Dashboard Budgets, along with the Default Budget Year and Default Planner and Dashboard Budgets, for all Martus users. Admin users will also see the Last Closed Month, and links to update the Last Closed Month and budget settings, along with warnings concerning locked worksheets and recommended updates.
Update Recommended messages in red could indicate:
- The Last Closed Month is set older than the best practice of no more than 1 month prior to the current month.
- Default Budgets
- Not Set: This indicates that there is not a Default budget, which prohibits non-admin users from fully utilizing financial reports and planner worksheets.
Tips displays appropriate tips for Admin and non-admin users.
Additional cards may show from time to time, including task messages.
Martus Admin user example:
Martus non-admin user example:
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