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) | ||
| finance charge Approval | PortInt | ||
| Staff Leave Usage Portfolio | StaffLeaveList | ||
| OrganizationSummary | PortLockOrg | ||
| My Portfolio Schedule | PortfolioSchedule PortfolioSchedView (read only) | ||
| WIP and A/R reserves | 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 tax 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 |