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Portlets overview

You can populate the dashboards in Practice CS with a variety of portlets, which give a snapshot of various relevant information for your firm, clients, and staff. You can choose which portlets should appear on your dashboards using the
Select Portlets
 window, and arrange the layout of the portlets you choose to display.
Portlets may display summaries of data pulled from Practice CS, reports, time entry information, client information, your email and calendar, staff availability, FileCabinet CS documents, and more. Some of these portlets also serve as links to data, reports, or other information.
What follows is an overview of the different portlets available in Practice CS.

Home Dashboard

To open the Home Dashboard, select
Home Dashboard
 from the
View
 menu.
  • Checkpoint
  • CS Home Page
  • CS Professional Suite - Thomson Reuters
  • Help and Support
  • PPC
  • Practice CS Library
  • Practice CS News
  • Resources
  • System Information
  • Tax & Accounting Community (formerly ARNE)
  • Tax & Accounting Community - Practice CS
  • Web Browser

Firm Dashboard

To open the
Firm Dashboard
, select
Firm Dashboard
 from the
View
 menu, or select the Dashboard action icon in the
Firm
 navigation pane.
Practice CS data
  • 24 Period History
  • A/R Recap PTD
  • Agings
  • Billing Summary PTD
  • Five Year History
  • Key Totals
  • Staff Active Timers
  • Staff Availability
  • Staff Schedule Summary
  • Staff Targets
  • Staff Summary
  • WIP Recap PTD
Other info
  • FileCabinet CS Documents
  • File Transfers
  • GoFileRoom Documents
  • Solutions

Staff Dashboard

To open the
Staff Dashboard
, select
Staff Dashboard
 from the
View
 menu, or select the Dashboard action icon in the
Staff
 navigation pane.
Practice CS data
  • Assignments by Target Date
  • Benefits
  • Daily Time
  • Interactions
  • Notifications
  • Phone Messages
  • Projects
  • Scheduled Benefit Requests
  • Schedule Items
  • Staff In/Out Availability
  • Tasks
  • Time By Activity
  • Time Recap
  • Work Queue
Other info
  • FileCabinet CS Documents
  • File Transfers
  • GoFileRoom Documents
  • GoFileRoom: FirmFlow - My Work
  • Outlook Calendar
  • Outlook Mail
  • Outlook Tasks
  • Solutions

Client Dashboard

To open the Client Dashboard, select
Client Dashboard
 from the
View
 menu, or select the Dashboard action icon in the
Client
 navigation pane.
  • Select a client from the dropdown list at the top of the screen to display information for that client.
  • Mark the
    Include Client family data
     checkbox to display information for both parent and subsidiary clients in the portlets. Clear the checkbox if you want to see only the parent client’s data. This checkbox is available only on the parent client’s dashboard when they have a subsidiary client set up (
    Setup
    ,
    Clients
    ,
    Billing
    , then
    A/R
     tab). Your firm may have clients that are responsible for the billing of services given to other, related clients. In Practice CS, this collection of related clients is referred to as a
    client family
    . The client that you bill for services is the
    parent client
    , and a related client that bills to the parent client is a
    subsidiary client
    .
Practice CS data
  • 24 Period History
  • A/R Detail
  • A/R Open Items
  • A/R Recap PTD
  • Agings
  • Billing Summary PTD
  • Client Information
  • Client Notes
  • Five Year History
  • Interactions
  • Key Totals
  • Prior Invoices
  • Projects
  • Schedule Items
  • WIP Detail
  • WIP Recap PTD
Other info
  • FileCabinet CS Documents
  • File Transfers
  • GoFileRoom Documents
  • Outlook Mail
  • Solutions
  • UltraTax CS Return History

This article applies to:

  • PRODUCT: Practice CS

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