The Home tab is available on the:
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(AE) Assignment Details page
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Client page.
The Home tab displays key performance indicators (KPIs) in a graphical format.
The graphical displays on this page can not be changed or adjusted.
Assignment Details page
AE with Practice Manager only
The Assignment Details page > Home tab displays key performance indicators (KPIs) for a selected client’s assignment (e.g., compliance). The graphical displays on this page show the:
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Assignment Aged WIP
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Assignment Billing—Actual vs Budget
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Recent Activity listing the last WIP added, bill raised and receipt entered against the assignment
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Tasks that list any outstanding tasks planned for the assignment. Double-click on a task in this table to open the Stage Details window.
Client page
Practice Manager only
The client page > Home tab displays key performance indicators (KPIs) for the selected client. The graphical displays on this page show the:
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Aged Debt
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(AE) Actual vs Budget
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Aged WIP
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Recent Activity listing the last WIP added, bill raised and receipts entered against the client
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(AE) To Dos lists any tasks that are planned or in progress for the client.