Job Ownership Portfolio dashlet
Displays the calculated totals for client accounts where you are a Partner (the default display) and are allocated to the job. Click a blue hyperlink to view the clients that comprise the balance, together with a full breakdown of the total.
The content of this dashlet can be edited with options to choose whether to display information relating to you as a Partner, Manager or In Charge, together with which items are listed from the following options:
| ITEM | DESCRIPTION |
| Unposted WIP | Total of any unposted WIP against clients within the portfolio. |
| Lockup | Total balance of the DRS and WIP accounts for your allocated jobs. |
| Work in Progress | The outstanding WIP total for your allocated jobs. Click the icon next to this figure to view Aged WIP. |
| Debtor | Total debtor balance for your allocated jobs. Click the icon next to this figure to view Aged DRS. |
| Clients over WIP limit | The number of clients with an outstanding WIP higher than the WIP limit specified in their WIP billing details. |
| Clients over Debtors Limit | Number of clients with an outstanding Debtor balance higher then the Credit Limit total, specified in their DRS/Collection details. |
| Bills PTD | Balance of bills dated within the current period to date. |
| W/O PTD | Balance of write offs dated within the current period to date. |
| Receipts PTD | Balance of receipts dated within the current period to date. |
| Out of Scope | Number of Out of Scope hours together with the value of the Out of Scope work. |