WIP Recap PTD portlet

Alerts and notices

The WIP Recap PTD portlet is available on the Firm and Client Dashboards.

This portlet provides a recap of WIP activity (beginning WIP balance, production, billing, adjustments, progress bills, ending WIP balance) for the period to date. Information for the firm is shown in the Firm Dashboard portlet; information for the selected client is shown in the Client Dashboard portlet.

Click the title bar of this portlet to preview the Work-In-Process Summary report for the firm (Firm Dashboard) or selected client (Client Dashboard).

Related topics

Selecting portlets for a dashboard

Portlets overview

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