How To
Jobs - Top 10 Work in Progress Jobs
CCH iFirm Practice Management
Security role required: Firm - View WIP and Profitability Information
Total WIP by Partner widget
You can click a partner row in this widget to jump to the Work in Progress Report filtered by that partner.
Click the settings (cog) icon
to change the:
- Title - the text that appears in the widget header.
- Job Office - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Jobs.
- Job Department - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Jobs.
Related documents
Annual Revenue
This widget displays the monthly revenue (starting from the month defined in firm details) for your firm for the current and last financial year. This data is also found in the Annual Revenue Report. You can use this widget to see how your firm is performing financially and filter the data to display only the data that relates to you.