PBI Web Portal Attorney Work Summary: Difference between revisions
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You may produce a list of the attorney time entered by running the appropriate reports corresponding to the type of time entered. Many of these reports may be found by going to the menu and navigating to ReportsReport Selector. | You may produce a list of the attorney time entered by running the appropriate reports corresponding to the type of time entered. Many of these reports may be found by going to the menu and navigating to ReportsReport Selector. | ||
For compensated time entries, in the Report Selector, in the lower left corner under “Other Tables, Lawyers, Oservice, etc.”, use the dropdown to choose “Compens” for compensated time. Choose one of the reports in the Choose Report dropdown. Enter the criteria and run the report. | For compensated time entries, in the Report Selector, in the lower left corner under “Other Tables, Lawyers, Oservice, etc.”, use the dropdown to choose “Compens” for compensated time. Choose one of the reports in the Choose Report dropdown. Enter the criteria and run the report. | ||
For PBI time entries, in the Report Selector, in the left column, in the middle of the page, use the PBI Time dropdown to choose a report. Enter the criteria and run the report. | For PBI time entries, in the Report Selector, in the left column, in the middle of the page, use the PBI Time dropdown to choose a report. Enter the criteria and run the report. | ||
In newer versions of the PBI Web Portal, the attorney may also run these reports himself. They are available from the menu system. | |||
[[File:Work Summary.mp4]] | |||
Latest revision as of 14:44, 10 July 2018
You may produce a list of the attorney time entered by running the appropriate reports corresponding to the type of time entered. Many of these reports may be found by going to the menu and navigating to ReportsReport Selector. For compensated time entries, in the Report Selector, in the lower left corner under “Other Tables, Lawyers, Oservice, etc.”, use the dropdown to choose “Compens” for compensated time. Choose one of the reports in the Choose Report dropdown. Enter the criteria and run the report. For PBI time entries, in the Report Selector, in the left column, in the middle of the page, use the PBI Time dropdown to choose a report. Enter the criteria and run the report.
In newer versions of the PBI Web Portal, the attorney may also run these reports himself. They are available from the menu system.