CFS Fluid Navigation Overview

This article covers the basics of the fluid navigation in CFS.

Fluid navigation and mobile devices

Fluid navigation uses the the latest technology (HTML5, JavaScript, CSS3) to enable PeopleSoft fluid pages to scale gracefully from large screen devices such as desktops to the reduced viewing space of smartphones and tablets.

The way you navigate in CFS will stay consistent across devices.

CFS Homepage

When you sign in to CFS, the new landing page is a blank blue screen where you have the ability to create tiles of commonly used pages/functions. This is your CFS 9.2 Homepage.

View instructions on how to add tiles to your CFS Homepage.

Drag and drop tiles on your CFS homepage to re-arrange them!

Number in Image Above Name Action
1 Title Switch to a different homepage if you have multiple homepages
2 Home icon Go back to your CFS Homepage
3 Search icon Search CFS for keywords that you enter
4 Action icon View available actions for the current screen such as My Preferences, Help, and Sign Out
5 NavBar icon Navigate CFS using the Navigator, Recent Places, My Favorites, My Preferences, and Classic Home
Number in Image Above Name Action
1 Personalize Settings View or edit your personal settings for the NavBar.
2 Navigator Navigate to a menu in CFS; this is the primary way that you can navigate to a menu or function in CFS.
3 Recent Places View the recent menus that you have accessed.
4 My Favorites View or edit menus that you have added as favorites; an advantage of favorites is that you can give them a customized name (e.g., "Add/Update Requisitions" can be saved as a favorite called "Create & Find Requisitions" or "Approve a Requisition.").
5 My Preferences View or edit your preferences for CFS.
6 Classic Home Switch to using the old menu interface for CFS to navigate. NOTE: This option will go away after the next upgrade of CFS.
Animation of navigating using navigator

Click on a menu in the Navigator to access the sub-menu(s).

Navigator options
  1. Click on a menu to access any sub-menu(s).
  2. Click on the Back icon to go back to the previous menu.
  3. Click on the Root icon to go back to the main menu.

Need More Help?

View the Chargebacks page for additional information and guides for users who process chargebacks.

For training and how-to assistance, contact IT Training at 657-278-5647 or

For technical assistance, contact the IT Help Desk at 657-278-7777 or