Time Entry: User Dashboard - Panels

Home panel

This panel shows a summary of time entries for the displayed month, and for the year-to date. Use this panel from the User Dashboard to choose specific types of time entries and captured events to display in grid view.

To choose time entries and captured events based on their status:

  • Click any of the types under Display Month: Saved, Released, Posted, All entries, Billable or Non-Billable.

Use Quick Search to choose All Saved Entries (across all months), Yesterday, This Week or Last Week:

  • Select an option in the Quick Search drop-down to conduct the search and display the results in the grid view.

Hours panel

This panel gives an overview of total hours used compared to budgeted hours. Totals, the variance of the total hours from budgeted, and % of target (budgeted) hours achieved.

  • Choose a timespan and billing type: Monthly or Year-to-date; Billable or Non-billable.
  • Click Go to see a summary and the corresponding comparison graph.
  • Click excel_export.png to download an Excel spreadsheet of the results.

Clients panel

This panel shows a summary of hours by Client and Matter.

  • Choose a range of dates, and then click Go.
  • Click excel_export.png to download an Excel spreadsheet of the results.
  • Expand or collapse the Matter lists for each Client using the small arrow to the left of the client name.

Search panel

This panel lets you select a set of criteria for time entries and captured events to display in grid view.

  • Select your criteria and then click Search to display the results in grid view.

Time Entry panel

On the User Dashboard, this panel shows the time entries you have loaded from the Calendar Month view or Work Week / Week view.

See Time Entry Panel for information on creating new entries or modifying existing entries.