定价
Basics4 min read

Getting around the workspace

A tour of the shell — the sidebar, the entity switcher, and the always-on data period + version.

The Numen workspace is one consistent shell across both modules. Once you know where things live, everything else is quick to find. Here is the tour.

PLAN
GL Data
Planning
Performance
Anomaly
What-if
BOOKS
Accounting
+ Agents catalog
AI chat
Set the FY26 target to +6% OP.
Done — I built it on the canvas.
How can I help today? ↵
FY26 BudgetFY26 · v1.2
OP PROFIT · FY26$6.0M▲ +6.5% YoY
ACCOUNTQ1Q2Q3Q4
Revenue132138144136
OP profit13.815.116.015.3
The three zones of every Numen page, left to right: sidebar (navigate), AI chat (delegate), Canvas (work).

The left sidebar

  • Module switcher — flip between Plan and Books at the top.
  • New chat — start a fresh AI chat session at any time.
  • Search (`Ctrl+K`) — global search across agents, pages, and data.
  • Widget Library — your saved reusable data blocks, ready to drop onto any canvas.
  • Agents catalog — browse and add agents; pick a library preset or describe one in plain language to have it built for you.
  • Your active agents — the agents you use, listed below the catalog. Drag to reorder them.
  • Module tools — module-specific shortcuts for Plan or Books.
  • Entity switcher — switch between legal entities or sites; the whole view re-scopes to the one you pick.
  • Profile, notifications, language (KO/EN), and theme (light/dark) — account and display controls at the bottom.
Tip
Ctrl+K is the fastest way around Numen — jump to any agent, page, or setting without hunting through menus.

The always-on data period + version

Every view in Numen shows a data period and a version context. This is not decoration — in management accounting, a number means nothing without knowing *which period* and *which version* (actuals, budget, a forecast revision) it belongs to. The same account can hold very different figures across periods and versions.

Note
Before reading any figure, check the period + version shown at the top. Change it there and every widget on the page re-scopes to match.

Next steps

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