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Staff Summary portlet

The
Staff Summary
 portlet is available on the
Firm Dashboard
.
This portlet shows a list of staff and their total hours, billable hours, billable amount for the period to date, and current in/out status for the specified date range.
  • Select portlet options to display the date range fields.
    tip
    You can select a date range from the dropdown or select
    Custom Date Range
    , then select the beginning and ending dates for the date range you want.
  • Select field chooser to get 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 of the portlet to preview the Time & Expense Journal report.
important
  • When you enable security rights for a portlet on the
    Security Groups
     setup screen, Practice CS may also enable rights to view the data available in the portlet.
  • Conversely, removing rights for viewing data may also remove rights for related portlets. Consult the
    Privileges changed
     pane on the
    Security Groups
     setup screen to view all user right changes that are triggered by enabling access to a portlet.
  • For this portlet, if no rights are enabled for the following security options, full rights will be enabled:
    • Data
      ,
      Time & Expense Entries
      ,
      Review
  • If your firm has multiple offices, you may want to take away rights to information for other offices.

This article applies to:

  • PRODUCT: Practice CS