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The Staff Summary portlet is available on the Firm Dashboard.
This portlet shows a list of staff and their total hours, billable hours, billable amount for period to date, and current in/out status for the specified date range.
- Click the button in the upper-right corner of the portlet to display the date range fields. 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.
- Click the 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 of this portlet to preview the Time & Expense Journal report.
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.