Portfolio menu permissions

IT Mgr Practice Admin

1st level pages Taskpad pages Page, Permission Linked pages, Permissions, Dashlets
Portfolios PortfolioTaskPad
Bulk Attributes Update PortUpdAttr
Fee Portfolio FeePortfolio BulkPost
BulkCNPost
BulkZBPost
GlobalPost
MergedBills
CombineBills/FeeCombine
FeeFinalApproval
FeeEditSubmitted
Bulk Master File Updates PortUpd
Client WorkflowDiary ClientDiary ClientDiaryWeek
Credit Control Portfolio CreditPortfolio
Department Schedule DeptSchedule DeptSchedView (Read only)
Interest Approval PortInt
Staff Leave Usage Portfolio StaffLeaveList
OrganisationSummary PortLockOrg
My Portfolio Schedule PortfolioSchedule PortfolioSchedView (read only)
WIP and DRS Provisions PortProvCliDRS PortProvDetClient PortProvDetJob PortProvDetService PortProvSum
Client Service Budgets CSBudgetPort CSBudget
Special Portfolios Portfolios
Staff Budgets StaffBudPort
Statement Approval PortStat
Main Portfolio Summary PortConAll or PortConOrg or PortConOff or PortConOwn
WIP Provisions PortWIPProv
Work Status Summary JobStatus ClientDashboard
ClientJobDets
JobWFHeader
ClientWIPService
JobWFTasks
JobTasks
StaffStaffView or StaffStaffEdit
Workflow Portfolio JobManage ClientDashboard
ClientJobDets
JobWFHeader
ClientWIPService
JobWFTasks
JobTasks
Estimate to Complete JobsETCPortfolio
Job Tracker Portfolio JobsTrackerPortfolio
PE Views PEViews
Staff Rate List StaffRateList
Zero VAT Request Authorisation
Client Referrals PortClientRefer
Referral Payments PortClientReferPay
Client Service Forecasts CSForecastPort CSForecastDetail
My Client Service Forecasts CSForecastPort CSForecastDetail
Client Service Forecast Admin CSForecastAdmin
Staff Client Service Accrual Portfolio CSAccrualPortStaff
Manual Client Service Accruals CSAccraulManPort CSAccrualManEntry
Group CS Accruals CSAccrualManualGroup CSAccrualPortGroup CSAccrualManGrpApp
Manual CS Approval CsAccrualManPortApp
Department CS Accrual Entry CSAccrualManDept
Department CS Accrual Approval CSAccrualManDeptApp