Business Portal guides
You can download the following documents, which contain information about Business Portal for Microsoft Dynamics GP 2010. The documents are in PDF format. To view the PDF file, you will need a PDF reader, such as the free Adobe Reader.
Note
Except for the Administrator's Guide, the following documents also apply to Business Portal for Microsoft Dynamics GP 2013.
You can also find this list of documents on the Microsoft Download Center.
Document |
Description |
|---|---|
Administrator's Guide (Release 5.0) |
Includes information for administrators who set up and provide access to Business Portal, manage its daily use, create back office queries, and generate reports. This document also describes the Business Data Catalog and includes reference information about users and roles. Use the document that is appropriate for your implementation:
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Describes how both employees and human resources administrators can use Benefit Self Service to view and administer benefit information by using Business Portal. |
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Explains how to create common key performance indicators (KPIs), such as the current ratio and gross profit margin. |
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Explains how to set up and use Field Service Suite, which you can use to view, modify, and create service calls and return merchandise authorizations by using Business Portal. |
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Human Resources Management Self Service Suite Administrator's Guide |
Explains how to set up and maintain Employee Profile, Employee Pay, Time and Attendance, Skills and Training, and Recruitment. This document also describes how to set up workflow to route and approve documents. |
Human Resources Management Self Service Suite Canadian Release |
Explains how the Canadian version of Human Resources Management Self Service Suite differs from the U.S. version. This includes system requirements. |
Describes how employees and managers can use the applications in the Human Resources Management Self Service Suite to update personal information, enter timecards, view paychecks, submit vacation requests, and complete other self-service tasks. |
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Key Performance Indicators (Release 5.0) |
Explains how to set up the Key Performance Indicators application. This includes information about sample KPIs and the Executive Center site. This document also describes how to create and administer KPIs and display them to Business Portal users. Use the document that is appropriate for your implementation:
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Explains how to set up Order Management in an intranet or extranet environment. This document also explains how to set up Microsoft Dynamics GP and Catalog Maintenance for use with Order Management. |
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Explains how to set up and maintain Project Time and Expense, a web-based time and expense tracking tool that integrates with Personal Data Keeper. |
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Describes how to enter and approve timesheets and expense reports, and view project-related information. |
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Explains how to set up and administer Requisition Management, which employees can use to create, approve, and modify purchase requests in Business Portal. |
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Explains how to use Requisition Management to create and approve purchase requests by using Business Portal, and then convert them to purchase orders in Microsoft Dynamics GP. |
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Explains concepts and helps users complete day-to-day tasks in Business Portal. This document also includes information about queries and how to access the back office. Use the document that is appropriate for your implementation:
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See also
Installing and deploying Business Portal for Microsoft Dynamics GP [GP 2010]
Implementation guides for Business Portal for Microsoft Dynamics GP 2010