The dashboards in Practice CS can be populated with a variety of portlets, which provide a snapshot of various pertinent information for your firm, clients, and staff. You can choose which portlets should appear on your dashboards using the Select Portlets dialog, and arrange the layout of the portlets you choose to display.
Portlets may display summaries of data pulled from Practice CS, reports, time entry information, client information, your email and calendar, staff availability, FileCabinet CS documents, and more. Some of these portlets also serve as links to data, reports, or other information.
Note: The data displayed in portlets may be limited by your security permissions. See the help on individual portlets (below) for specifics on how information can be restricted.
What follows is an overview of the different portlets available in Practice CS.
Home Dashboard
Note: All of the portlets available on the Home Dashboard are also available on the other dashboards (Client, Firm, and Staff).
To open the Home Dashboard, choose Home Dashboard from the View menu.
- Checkpoint
- CS Home Page
- CS Professional Suite - Thomson Reuters
- Help & How-To
- PPC
- Practice CS Library
- Practice CS News
- Resources
- System Information
- Tax & Accounting Community (formerly ARNE)
- Tax & Accounting Community - Practice CS
- Web Browser
Firm Dashboard
To open the Firm Dashboard, choose Firm Dashboard from the View menu, or click the Dashboard action icon in the Firm navigation pane.
Practice CS data- 24 Period History
- A/R Recap PTD
- Agings
- Billing Summary PTD
- Five Year History
- Key Totals
- Staff Active Timers
- Staff Availability
- Staff Schedule Summary
- Staff Targets
- Staff Summary
- WIP Recap PTD
Staff Dashboard
To open the Staff Dashboard, choose Staff Dashboard from the View menu, or click the Dashboard action icon in the Staff navigation pane.
Practice CS data- Assignments by Target Date
- Benefits
- Daily Time
- Interactions
- Notifications
- Phone Messages
- Projects
- Scheduled Benefit Requests
- Schedule Items
- Staff In/Out Availability
- Tasks
- Time By Activity
- Time Recap
- Work Queue
- FileCabinet CS Documents
- File Transfers
- GoFileRoom Documents
- GoFileRoom: FirmFlow - My Work
- Outlook Calendar
- Outlook Mail
- Outlook Tasks
- Solutions
Client Dashboard
To open the Client Dashboard, choose Client Dashboard from the View menu, or click the Dashboard action icon in the Client navigation pane.
- Select a client from the drop-down list at the top of the screen to display information for that client.
- Mark the Include Client family data checkbox to display information for both parent and subsidiary clients in the portlets. Clear the checkbox if you want to see only the parent client’s data.
Note: This checkbox is available only on the parent client’s dashboard when they have a subsidiary client set up (Setup > Clients > Billing and A/R tab).
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