Security-Dashboard

If the Dashboard module is selected in the Security screen, the following security permissions can be applied to it.

 

Dashboard

Access Name

Description

Monthly Cash Flow

Allows user to view monthly cash flow data of your company for the year.

Monthly Billing

Allows user to view monthly billing done for the year.

Monthly Aging

Allows user to view the aging data for the year.

Billable Hours

Allows user to view the billable hours for the year.

Non-Billable Hours

Allows user to view the non-billable hours for the year.

Unbilled Time

Allows user to view the unbilled time for the year.

Top Ten Employees

Allows user to view the top ten employees of your company for the year.

Top Ten Activity

Allows user to view the top ten activities for the year.

Top Ten Expense

Allows user to view the top ten expenses for the year.

Top Ten Clients

Allows user to view the top ten most profitable clients of your company for the year.

Top Ten Projects

Allows user to view the top ten employees of your company for the year.

Money Owed by Clients

Allows user to view money owed by your clients.

Project Account Balance

Allows user to view the outstanding balance for the projects of your company.

Aged Receivables

Allows user to view amount received by your company in comparison with the aging period.

Gross Margins by Project

Allows user to view the gross margins on various projects.

Gross Margins by Client

Allows user to view the gross margins for various clients.

Staff Utilization Rate

Allows user to view the utilization rate of employees.

Staff Effective Rate

Allows user to view the effective rate of employees.