Using the Client Dashboard Work in Progress Pane

You can use the Work in Progress (WIP) pane of the Client Dashboard to review unbilled WIP and make WIP corrections. By default, the WIP pane displays all posted WIP that falls within the specified range. However, you can change the items that display by filtering the list by date, billing status, and WIP type.

Note: WIP is considered billable if the service code is billable, or if the service code is dependent upon the client's billability and the client is marked as billable.

Tip: To ensure that you have the most up-to-date information, click in the upper right corner of the pane. You can also refresh the list by right-clicking the grid and selecting Refresh.

To use the WIP pane, do the following:

1. Open the WIP page.
1. Click Client Dashboard on the Dashboard navigation panel.
2. Select a client.
   1. Begin entering the client ID or sort name. As you type, a list of matching clients displays.
   2. Select the client to open and press Enter. You can also scroll or use the keyboard arrow keys to find a client in the list.
   3. Click OK.

Note: You can also select a client in the Client Manager grid and click Client Dashboard on the Client Manager Home tab.

3. Add the WIP pane to the Client Dashboard, if it is not already displayed. See Adding, Moving, or Removing Panes in Client Dashboard for more information.
2. If needed, do any of the following to locate items in the list:

   • Find a specific record in the list.

     1. Click  or right-click the grid and select Find.
     2. Enter the value you want to search for in the grid.
     3. Click Find Next.
     4. Continue clicking Find Next until you locate the record you need.
   • Filter the WIP list. All of your filter settings will be retained if you move between clients in the same session. If you exit Client Dashboard and return, your filter settings for status and type will be retained between sessions.
   1. Click Change View Filters.
   2. Enter the filters to apply.

      Option	Description
      From/To	Enter a range of transaction dates or select a specific date from the calendar.
      Billing status	Specify the status of the WIP you want to display. This is a two-step process: Select whether you want to find a status that equals or does not equal the selected status. Select the status to include or exclude from the list.
      Type	Specify the type of WIP you want to display. This is a two-step process: Select whether you want to find a WIP type that equals or does not equal the selected status. Select the WIP type to include or exclude from the list.

   3. Click Go.

   Note: You can reset the filters to the default by clicking Change View Filters, and then clicking Reset.

   • Sort the list.

     Click a column header to sort the list by that column. Clicking the column header again toggles between an ascending sort and a descending sort. The sort order you select is retained from session to session and client to client.

3. Review the client's work in progress in the grid.

   Note: The Total Current WIP Balance shown above the grid includes all open WIP, including WIP with dates beyond the current system date. This balance is not restricted by the date range selected for detail WIP. Totals for the billable and nonbillable WIP entries are shown at the bottom of the pane.

4. Do any of the following as needed:
   • Correct the WIP.
     1. Click Correct WIP.
     2. If needed, use the filters on the WIP Transfers and Corrections page to narrow the WIP list, and then click Find WIP.
     3. In the grid, select the WIP transactions to correct.
     4. Click Continue.
     5. Update information for the WIP. Click in the upper-right corner of the window for information about the choices in the window.

        Note: If you are updating multiple items individually, you can click Skip to move to the next transaction without making changes to the current transaction.

     6. Click one of the Save options.
   • Print the grid.
     1. Right-click an item in the grid, and then click Print Grid.
     2. Select a printer.
     3. Click Print.
   • Export the grid.
     1. Right-click an item in the grid, and then click Export Grid.
     2. Navigate to the location where you want to save the file.
     3. Enter a name for the exported file.
     4. Select the file type for the exported file. You can select a Microsoft® Excel® XLS, PDF, or XPS file type.
     5. Click Save.

Click a link below to learn how to manage the columns in this pane. Your column selections are retained between sessions and between clients.

Add or remove grid columns.

1. Click on the toolbar, or right-click the grid and click Select columns.
2. Do either of the following as needed:
   • To add columns, select the columns to include in the Primary Fields available to be column box, and then click >. Click >> to add all of the columns.
   • To remove columns, select the columns to remove in the Show fields as columns in this order box, and then click <. Click << to remove all the columns.
3. Click OK.

Change the order of columns in the grid.

Drag a column header to the new location where the column should display. When you see blue arrows above and below the header row, release the column header to insert the column in the new location.

Change the width of columns in the grid.

Hover the pointer over a column divider in the header row until a double-headed arrow displays. Click and drag the divider to the new location.