Client 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 more details of all the clients that make up 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. |
|
Work in Progress |
The outstanding WIP total for your allocated clients. Click the icon next to this figure to view Aged WIP. |
|
Receivables |
Total debtor balance for your allocated clients. Click the icon next to this figure to view Aged DRS. |
|
Lockup |
Total balance of the DRS and WIP accounts for your allocated clients. |
|
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 theirDRS/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. |