WIP Control Panel drill-down

Introduction

WIP Control Panel is new screen in Time and Fees that will provide clients with the ability to filter and drill-down to a time account display for detailed display.

The following filters are available in the filter section:

• Client- with text box and ellipsis to select client from Client Browser window. (User should be able to select one option at time using ellipsis. Multiple Clients can be selected and displayed in the text box separated by comma.)

• Job -  with text box and ellipsis to select Job Type window. (User should be able to select one option at time using ellipsis. Multiple Clients can be selected and displayed in the text box separated by comma.)

• Job Manager -  with text box and ellipsis to select Staff Browser window. (User should be able to select one option at time using ellipsis. Multiple Clients can be selected and displayed in the text box separated by comma.)

• Job Partner -  with text box and ellipsis to select Staff Browser window. (User should be able to select one option at time using ellipsis. Multiple Clients can be selected and displayed in the text box separated by comma.)

• Pending WIP - this column will only be visible when Pending WIP option is selected.

• Total WIP - this column will only be visible when Pending WIP option is selected.

The following options are available in the filter section:

• Show current T&F jobs only - by default this will be selected.

• Pending WIP - by default will be deselected. If this option is selected, then only columns (Total WIP and Pending WIP ) will be visible in the list view.

• Text box for WIP balance greater than - this text box only accepts numbers and decimal numbers. (no special character or alphabets).
  

The following text box is available in the filter section:

• Text box for WIP balance greater than

The following options available are:

• Apply – apply the filter settings.

• Reset – reset to default settings.

• Billing Decision – will open Client Billing Decision window

• Time Account – will open Time Account Display window.

• Export to CSV

• Timesheets

• View T/S - will open Timesheet with default settings on Timesheet window.

The following columns are available in the list view:

• Client ID – with hyperlink to Client Maintenance.

• Job - with hyperlink to Client Job.

• Description
• WIP Balance
• Latest Bill
• Reference
• Billed
• Completed
• Job Manager
• Job Partner

Permissions for WIP Control Panel

WIP Control Panel option will be greyed out if any of the following options are not true:

• System Maintenance | Staff | Staff Maintenance
  Select a staff and then select View | Privileges | See WIP valuations of time - deselected
  
• System Maintenance |  Staff | Staff Maintenance
  Select a staff and then select View | Privileges | Change charge rates and allocate them to staff members and/or work types - deselected
  
• IRIS Time | Options | Time Ledger
  General tab | Control visibility of WIP - deselected