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The Home tab is available on the:
(AE) Assignment Details 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.
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.
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:
(AE) Actual vs Budget
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.
Using the Client page
Using the Contact page
(AE) Toolbox options
(PM) Aged Debt Toolbox option
(PM) Aged WIP Toolbox option
(PM) Viewing/analysing client WIP
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