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.