Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Navigation

WIP Detail portlet

The
WIP Detail
 portlet is available on the
Client Dashboard
.
This portlet shows all of the selected client’s Work in Process (WIP) through the end of the current period.
  • Select the
    Show Options
     button to display more options in the portlet, or right-click and select
    Show Options
     from the context menu. Select the
    Enable Grouping
     checkbox to group the portlet by one or more column headings. Select and drag a column heading to the shaded area to group by that heading.
  • Select the
    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 of the portlet to display the Billing Worksheet report for the selected client.
  • Select an item in the portlet to open the
    Time & Expense Entry
     screen and view the time or expense entry detail for that item.
note
When you enable security rights for a portlet on the
Security Groups
 setup screen, Pracitce CS may also enable rights to view the data available in the portlet. 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 following security options, full rights will be enabled.
  • Select
    Menu
    ,
    Setup
    ,
    Clients
     then
    View
    .
If your firm has multiple offices, you may want to revoke rights to information for other offices.

This article applies to:

  • PRODUCT: Practice CS