Staff Schedule Summary portlet

The
Staff Schedule Summary
portlet is available on the
Firm
dashboard.
note
This portlet is available only if you are licensed for the
Staff Management
module.
This portlet provides a quick overview of staff target work hours, assigned hours, and available hours for the specified date range.
  • Select the
    Show Options
    button to display the date range and filter fields, or right-click the portlet and choose
    Show Options
    from the context menu.
    • Select a date range from the dropdown list, or select
      Custom Date Range
      , and then select the beginning/ending dates for the date range you want to review.
    • To filter the portlet by staff information, select an item from the
      Filter
      dropdown list, or select the
      More
      button to create a custom filter.
  • Select the
    Field Chooser
    button to display the Field Chooser, and mark or clear the checkboxes for the columns you want to show or hide in the portlet.
  • Select the title bar to open the Schedules tab of the
    Manage Staff
    screen.
note
When you turn on security permissions for a portlet on the
Security Groups
screen, Practice CS may also give permissions to view the data available in the portlet. Conversely, removing permissions for viewing data may also remove permissions for related portlets. Consult the
Privileges changed
pane on the
Security Groups
screen to review all permission changes that are triggered by enabling access to a portlet.
For this portlet, if no permissions are already enabled for the following security options, full permissions will be enabled.
  • Data
    Time & Expense Entries
    Review
If your firm has multiple offices, you may want to rescind permissions to information for other offices.