Staff Targets portlet

The
Staff Targets
portlet is available on the
Firm Dashboard
.
This portlet gives a quick overview of how staff actual billable hours and amounts compare with their target hours for the selected date range.
  • Select
    Show Options
    Two down white arrows to display the date range options, or right-click the portlet and choose
    Show Options
    . Select a date range from the dropdown list, or select
    Custom Date Range
    , and then enter the beginning/ending dates for the range.
  • Select the
    Field Chooser
    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 to jump to the
    Targets
    tab of the
    Manage Staff
    screen.