Navigation

WIP Detail portlet

The WIP Detail portlet is available on the Client Dashboard.
This portlet shows all of the selected client’s work-in-process (WIP) through the end of the current period.
  • Select the Show Options Two white down arrows button to display more options in the portlet, or right-click and choose
    Show Options
     from the context menu. Mark the
    Enable Grouping
     checkbox to group the portlet by one or more column headings. Click and drag a column heading to the shaded area above the grid to group by that heading.
  • Select the Field Chooser button and mark or clear the checkboxes for the columns you want to show or hide in the portlet.
  • Select the title bar of the portlet to display the Billing Worksheet report for the selected client.
  • Select an item in the portlet to open the
    Time & Expense Entry
     screen and view the time or expense entry detail for that item.
note
When you enable security privileges for a portlet on the Security Groups setup screen, DT Practice may also enable privileges to view the data available in the portlet. Conversely, removing privileges for viewing data may also remove privileges for related portlets. Consult the
Privileges changed
 pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a portlet.
For this portlet, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
  • Menu > Setup > Clients > View
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

This article applies to:

  • Product: DT Practice