Staff dashlets
The following dashlets are available to add to the Staff dashboard (depending on your permissions). Click a dashlet name in the table below for more detail.
DASHLET | EDITABLE | TARGET AUDIENCE |
Client Ownership Portfolio | Yes | Client partners and managers |
Department Productivity | Yes | Department heads |
Draft as Creator | No | All bill drafters |
Draft as Owner | No | All bill drafters |
Global Portfolio | Yes | Partners |
Global Productivity | Yes | Partners |
Job Control | No | Job partners, managers and in charges |
Job Ownership Portfolio | Yes | Job partners and managers |
Jobs in Pool | No | Job partners, managers and in charges |
Latest News | No | All users |
Leave Balance | No | All users |
Prospects | No | Partners, managers, marketing |
Reports | No | All users who run reports |
Service Ownership Portfolio | No | Service partners and managers |
Staff Events | No | All users |
Staff Jobs | No. | Partners, managers and in charges |
Staff KPIs | No. | All users |
Staff Productivity | Yes | All chargeable staff |
Staff Take on | No. | All chargeable staff |
Staff Tasks | No | Anyone assigned to tasks within workflow |
Timesheets | Yes | All users |
Top Debts | No | Partners |
Top Clients | No. | Partners |