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 theShow Optionsbutton to display more options in the portlet, or right-click and selectShow Optionsfrom the context menu. Select theEnable Groupingcheckbox 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 theField Chooserbutton 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 theTime & Expense Entryscreen 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, Practice 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.
- SelectMenu,Setup,ClientsthenView.
If your firm has multiple offices, you may want to revoke rights to information for other offices.
