Page tree

 

 


 

 

The Home tab is available on the:

  • (AE) Assignment Details page

  • Client page.

The Home tab displays key performance indicators (KPIs) in a graphical format.

The graphical displays on this page can not be changed or adjusted.

Assignment Details page

AE with Practice Manager only

The Assignment Details page > Home tab displays key performance indicators (KPIs) for a selected client’s assignment (e.g., compliance). The graphical displays on this page show the:

  • Assignment Aged WIP

  • Assignment Billing—Actual vs Budget

  • Recent Activity listing the last WIP added, bill raised and receipt entered against the assignment

  • Tasks that list any outstanding tasks planned for the assignment. Double-click on a task in this table to open the Stage Details window.

Client page

Practice Manager only

The client page > Home tab displays key performance indicators (KPIs) for the selected client. The graphical displays on this page show the:

  • Aged Debt

  • (AE) Actual vs Budget

  • Aged WIP

  • Recent Activity listing the last WIP added, bill raised and receipts entered against the client

  • (AE) To Dos lists any tasks that are planned or in progress for the client.