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 |
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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 |
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Workflow Portfolio | JobManage | ClientDashboard ClientJobDets JobWFHeader ClientWIPService JobWFTasks JobTasks |
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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 |