Work in process recap period to date portlet

You can find the
Work in Process (WIP) Recap Period to Date (PTD)
portlet on the
Client
and
Firm Dashboards
.
This portlet shows a recap of WIP for the PTD. This includes:
  • Beginning WIP balance
  • Billing adjustments
  • Progress bills
  • Ending WIP balance
Select the title bar of the portlet to preview the WIP Summary report.