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Workpaper Dashboard

Workpapers Dashboard overview

There are a number of portlets that are available in the Workpapers Dashboard that can be customized according to your needs. You can easily move, resize, and reposition portlets in the engagement workspace for maximum flexibility. You can open all the portlets in a single tabbed dashboard view, or create multiple tabbed pages that contain a different set of portlets.
Select
View
, then
Workpapers Dashboard
.
note
You can view only a single client's engagement binders in the Workpapers Dashboard at 1 time.

Add and remove views

In the Workpapers Dashboard there are a number of tabs across the top of the workspace, called views. You can use the following steps to add and remove views in the Workpapers Dashboard.
  1. Select the
    Add View
     link in the Workpapers Dashboard.
  2. Enter a description for the new view and select
    OK
    . The description is the label for the tab.
  3. To remove a view, select the
    X
     button on the tab, then select
    Yes
     to confirm the deletion.

Add portlets

  1. To add portlets to the dashboard, select the
    Select Portlets
     link.
  2. In the
    Select Portlets
     window, mark the checkbox next to the portlets that you want to add, then select
    OK
    .
note
  • You can drag and drop the portlets on the dashboard to arrange them on the screen, and resize them by selecting and dragging the edges of the portlet frames.
  • You can also optimize the portlet workspace by adding separate views and/or stacking portlets in a tabbed view within a single dashboard.

Available portlets

Portlets that are available in the Workpapers Dashboard include the Engagement Binders Tree, File Exchange Documents, Notes, Notes List, Workpaper Preview, Workpaper Properties, and Workpapers List.

Additional information

  • The blank
    Workpapers Dashboard
     screen is displayed in the main application when the Workpapers Dashboard is open in a separate window. You can move to any client-specific screen in the main application, such as the
    Enter Trial Balance
    ,
    Engagement Binder
    , or
    Clients
     screens when the Workpapers Dashboard is open. However, if you open a screen in the main application that is not a client- based screen - for example, a screen that doesn't contain the client selector, such as the Firm screen - the Workpapers Dashboard closes automatically.
  • The advantage of opening the Workpapers Dashboard in a separate window from the main application is that it provides you with the ability to optimize your workspace in a multi-monitor environment.
    note
    To open a different client's engagement binder in the Workpapers Dashboard, you must return to the main application screen and select that client from the client selector. The Workpapers Dashboard is automatically refreshed to display the new client's binder in the Engagement Binder Tree. It is not necessary to close or re-open the Workpapers Dashboard, or update the client data in the main application screen prior the changing the client.)

File types

There is no limit to the number of workpapers and folders that you can add to the Engagement Binder. You can import, insert, and open any of the following file types in the application.
File type
File extension/Comments
Microsoft Excel
XLS, XLSX, XLSM
Microsoft Word
DOC, DOCX, DOCM, MHT
Microsoft Access
MDB, ACCDB
Microsoft Outlook
MSG
Microsoft PowerPoint
PPT, PPTX, PPTM
Microsoft Visio
VSD
Workpapers CS reports
A best practice is to add a Workpapers CS report to the engagement binder by printing the reports using the Workpapers CS print driver.
Adobe Reader file
PDF
Text workpapers
TXT
HTML workpapers
HTM, HTML
XML workpapers
XML
Graphics
BMP, EMF, GIF, JPG, PNG, WMF
Generic workpaper
The icon and file type is based on the machine settings for the specific program.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers