Staff Schedule Summary portlet

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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.

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.

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