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Employee Budget Analysis Toolbox option

Practice Manager only

(AE) To add this to your homepage, drag Employee Budget Analysis from the Practice Manager Toolbox to your homepage.

This bar graph contains the actual and budgeted chargeable and non-chargeable time for the logged-in employee.

Right-click the display and select whether to display:

  • Information for the current month or for the year to date.

  • Information in hours or charge amounts.

  • (AE) Show Unposted WIP items.

  • Copy Graph enables you to copy the graph to the clipboard from where it can be pasted into another application.

(AE) Your security group dictates whether or not you will see this bar chart.

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