Projects portlet

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The Projects portlet is available on the Staff and Client Dashboards.

Note: This portlet is available only if you are licensed for the Project Management module.

This portlet shows open projects for which the currently logged-in user is the responsible or assigned staff member (Staff Dashboard) or for the selected client (Client Dashboard).

Right-click the portlet to open a context menu with commands for adding, editing, deleting, completing, generating, and printing projects, and more.

Click the title bar of this portlet to open the Manage Projects screen.

Security note: When you enable security privileges for a portlet on the Security Groups setup screen, Practice CS may also enable privileges to view the data available in the portlet. Conversely, removing privileges for viewing data may also remove privileges for related portlets. Consult the Privileges changed pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a portlet.

For this portlet, if no privileges are already enabled for the following security option(s), full privileges will be enabled.

  • Data > Projects > View

If your firm has multiple offices, you may want to rescind privileges to information for other offices. See More about security privileges for additional information on the relationships between various security privileges.

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