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 work-in-process (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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