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Staff Targets portlet

The
Staff Targets
 portlet is available on the
Firm Dashboard
.
note
This portlet is available only if you are licensed for the Staff Management module.
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.
note
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 see all user right changes that are triggered by enabling access to a portlet.
For this portlet, if no rights are already enabled for the Data, Time & Expense Entries, Review security option, full rights will be enabled.
If your firm has multiple offices, we recommend that you consider revoking rights to information for other offices.

This article applies to:

  • PRODUCT: Practice CS