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The Staff Schedule Summary portlet is available on the Firm Dashboard.
Note: This portlet is available only if you are licensed for the Staff Management module.
This portlet provides a quick overview of staff target work hours, assigned hours, and available hours for the specified date range.
- Click the Show Options button to display the date range and filter fields, or right-click the portlet and choose Show Options from the context menu.
- Select a date range from the drop-down list, or select Custom Date Range, and then select the beginning / ending dates for the date range you want to see.
- To filter the portlet by staff information, select an item from the Filter drop-down list, or click the More button to create a custom filter. See Filtering your data for more information on creating custom filters.
- Click the Field Chooser button to display the Field Chooser, and mark or clear the checkboxes for the columns you want to show or hide in the portlet.
- Click the title bar to open the Schedules tab of the Manage Staff 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 > Time & Expense Entries > Review
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.