WIP Recap PTD portlet
The WIP Recap PTD portlet is available on the Firm and Client Dashboards.
This portlet provides a recap of work-in-process (WIP) activity (beginning WIP balance, production, billing, adjustments, progress bills, ending WIP balance) for the period to date. Information for the firm is shown in the Firm Dashboard portlet; information for the selected client is shown in the Client Dashboard portlet.
Select the title bar of this portlet to preview the Work-In-Process Summary report for the firm (Firm Dashboard) or selected client (Client Dashboard).