Client Ownership Portfolio dashlet

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 A/R balance for your allocated clients. Click the icon next to this figure to view Aged A/R.

Lockup

Total balance of the A/R 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 A/R balance higher then the Credit Limit total, specified in theirA/R/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.