Navigation Configuration

The Navigation Configuration screen allows you to configure the Kuali Financials dashboard’s left hand navigation menu. Several menu groups are delivered that represent the activities that may occur in a financial system.

The delivered items that make up the menu groups reflect the documents and functionality within Kuali Financials. These menu items cannot be deleted from the menu groups and the labels of individual items cannot be changed via the Navigation Configuration.

However, the menu items are controlled by permissions, if you wish to remove a menu item, do not assign permissions and it will not display. You can also move items that will not be used into a new group to keep them separate from the menu items that will be used. For example, create a new Group called Not Used and move unused menu items into it. Also, if you want to rename an existing document, you can do so using the Document Type maintenance document available in the Rice portal.

Each menu group contains a list of menu items. The menu items can be categorized as follows: