WIP Service Owner portfolio

The Service Owner portfolio displays a list of clients with jobs that have a billing type of Manual where the selected Partner, Manager or In Charge is the service level owner. An option to View Everyone's clients is also available.

Actions enable you to Create a New Draft Bill, create a new Draft Zero Bill, view the client's WIP Transactions, or go to the Client's dashboard or Client's Drafts page.

Checkboxes against each line enable you to select clients you want to display in My Selected Clients portfolio.

1. Select Portfolios > Billing Portfolio from the menu.

   
2. From the Billing Portfolio page, select Service Owner the drop-down list at the top of the page.
3. Select the criteria from the drop-down list adjacent to the Search field. The results are displayed immediately. You can change the grid display in the usual way.