User Roles for Quick Launch toolbar setup
User roles or job roles within an organization must reference specific areas of the system on a daily, weekly, monthly, and continuous basis. Defining areas of required access based on roles and the frequency of access, and adding them to the Quick Launch toolbar located in View > Quick Launch can help users to efficiently navigate to these locations. For detailed instruction regarding user assignment of these Quick Launch toolbars, see User Job Roles.
| wdt_ID | Role | Form/Report | Frequency | Path |
|---|---|---|---|---|
| 221 | Accounting | Aged AR | Continuous | Accounting > Accounts Receivable > Quick View > Aged AR |
| 222 | Accounting | Aged AP | Continuous | Accounting > Accounts Payable > Quick View > Aged AP |
| 223 | Accounting | My Tasks | Continuous | View > My Tasks |
| 224 | Accounting | Accounts Receivable | Daily | Workflow > Accounting > Accounts Receivable |
| 225 | Accounting | Accounts Payable | Daily | Workflow > Accounting > Accounts Payable |
| 226 | Accounting | Trial Balance | Daily | Accounting > Reports > Trial Balance |
| 227 | Accounting | Bank Rec | Monthly | Accounting > Bank Reconciliation |
| 228 | Accounting | Income Statement | Monthly | Accounting > Reports > Income Statement |
| 229 | Accounting | Balance Sheet | Monthly | Accounting > Reports > Balance Sheet |
| 230 | Accounting | Month End Reconciliation | Monthly | Accounting > Month End > Month End Reconciliation |
| 231 | Accounting | Total invoicing | Monthly | Accounting > Quick Views > Total Invoicing |
| 232 | Accounting | Service Contract Revenue | Monthly | Live Data > Accounting Service Contract Revenue Projection |
| 233 | Accounting | Project WIP | Monthly | Live Data > Bi Data Project WIP |
| 234 | Accounting | Cash Flow Projection | Monthly | Accounting > Cash Flow Projection |
| 235 | Accounting | Backlog Projection | Monthly | Dashboards > Projects Overview |
| 236 | Accounting | Customer Profitability | Monthly | Live Data > Customer Profitability |
| 237 | Accounting | Service Contract Invoicing Projection | Monthly | Live Data > Accounting > Service Contract Invoicing Projection |
| 238 | Accounting | AR By Customer | Monthly | Live Data > Accounting > AR By Customer Analysis |
| 239 | Accounts Payable | Aged AP | Continuous | Accounting > Accounts Payable > Reports > Aged AP |
| 240 | Accounts Payable | POs | Continuous | Accounting > Accounts Payable > Purchase Orders |
| 241 | Accounts Payable | Expenses | Continuous | File > Expenses |
| 242 | Accounts Payable | Vouchers | Continuous | Accounting > Accounts Payable > Voucher |
| 243 | Accounts Payable | Check Register | Continuous | Accounting > Accounts Payable > Quick Views > Check Register |
| 244 | Accounts Payable | My Tasks | Continuous | View > My Tasks |
| 245 | Accounts Payable | Accounts Payable | Daily | Workflow > Accounts Payable |
| 246 | Accounts Payable | PO Voucher Q | Daily | Accounting > Accounts Payable > Work Queues > PO Voucher Q |
| 247 | Accounts Payable | Print Checks | Weekly | Accounting > Accounts Payable > Print Check |
| 248 | Accounts Payable | Direct Payments Queue | Weekly | Accounting > Accounts Payable > Direct Payments |
| 249 | Accounts Payable | Bank Reconciliation | Monthly | Accounting > Bank Reconciliation |
| 250 | Accounts Receivable | Aged AR | Continuous | Accounting > Accounts Receivable > Quick Views > Aged AR |
| 251 | Accounts Receivable | Invoices | Continuous | Accounting > Accounts Receivable > Invoices |
| 252 | Accounts Receivable | Cash Receipts | Continuous | Accounting > Accounts Receivable > Cash Receipts |
| 253 | Accounts Receivable | My Tasks | Continuous | View > My Tasks |
| 254 | Accounts Receivable | Invoices To Print Q | Daily | Accounting > Accounts Receivable > Print Invoices |
| 255 | Accounts Receivable | Accounts Receivable | Daily | Workflow > Accounting > Accounts Receivable |
| 256 | Accounts Receivable | Bank Reconciliation | Monthly | Accounting > Bank Reconciliation |
| 257 | Accounts Receivable | Customer Statements | Monthly | Accounting > Accounts Receivable > Reports > Customer Statements |
| 258 | Collections | Cash Receipts | Continuous | Accounting > Accounts Receivable > Cash Receipts |
| 259 | Collections | Accounts Receivable | Daily | Workflow > Accounting > Accounts Receivable |
| 260 | Collections | Aged AR | Daily | Accounting > Accounts Receivable > Quick Views > Aged AR |
| 261 | Collections | Customer Statements | Monthly | Accounting > Accounts Receivable > Reports > Customer Statements |
| 262 | Customer Service Reps | Resource Console | Continuous | Projects > Resource Console |
| 263 | Customer Service Reps | Calls | Continuous | Service > Help Desk |
| 264 | Customer Service Reps | Products | Continuous | Service > Products |
| 265 | Customer Service Reps | Expenses | Continuous | File > Expenses |
| 266 | Customer Service Reps | My Tasks | Continuous | View > My Tasks |
| 267 | Customer Service Reps | Service Overview | Daily | Workflows > Service > Service Overview |
| 268 | Customer Service Reps | Dispatch Q | Daily | Service > Dispatch Q |
| 269 | Customer Service Reps | Events Q | Daily | Service Work Queues> Events Q |
| 270 | Customer Service Reps | Post Timebills | Daily | Projects > Post Timebill Records |
| 271 | Customer Service Reps | Received Email Q | Daily | Service > Work Queues > Received Email Q |
| 272 | Dispatchers | Resource Console | Continuous | Projects > Resource Console |
| 273 | Dispatchers | Calls | Continuous | Service > Help Desk |
| 274 | Dispatchers | Time Log | Continuous | File > Time Log |
| 275 | Dispatchers | Expenses | Continuous | File Expenses |
| 276 | Dispatchers | My Tasks | Continuous | View > My Tasks |
| 277 | Dispatchers | Service Overview | Daily | Service > Service > Overview |
| 278 | Dispatchers | Dispatch Q | Daily | Service > Dispatch Q |
| 279 | Dispatchers | Events Q | Daily | Service Work Q > Events Q |
| 280 | Sales General | Companies | Continuous | Sales > Customers |
| 281 | Sales General | Sites | Continuous | Sales > Sitesÿ |
| 282 | Sales General | Contacts | Continuous | Sales > Contacts |
| 283 | Sales General | Opportunities | Continuous | Sales > Opportunities |
| 284 | Sales General | My Tasks | Continuous | View > My Tasks |
| 285 | Sales General | My Sales | Daily | Workflow > Sales > My Sales |
| 286 | Sales General | Engineering | Daily | Workflow > Sales > Engineering |
| 287 | Sales General | Sales Q | Daily | Sales > Sales Q |
| 288 | Sales General | Expenses | Weekly | Workflow > My Projects |
| 289 | Sales General | Sales Forecast | Weekly | Sales > Quick View > Sales Forecast |
| 290 | Sales General | My Projects | Weekly | Workflow > My Projects |
| 291 | Sales General | Sales Bookings | Monthly | Sales > Quick view > Sales Bookings |
| 292 | Human Resources | Employee | Continuous | HR > Employee |
| 293 | Human Resources | Post TBs | Continuous | HR > Post Time Bill Records |
| 294 | Human Resources | Approve TBs | Continuous | HR > Timebill Approve Queue |
| 295 | Human Resources | HR Time Request | Continuous | HR > Time Request |
| 296 | Human Resources | Expenses | Continuous | File > Expenses |
| 297 | Human Resources | Payroll Export | Monthly | Custom |
| 298 | Inventory Admins | Find Product | Continuous | Inventory > Find Product |
| 299 | Inventory Admins | Masters | Continuous | Inventory > Masters |
| 300 | Inventory Admins | Assets | Continuous | Inventory > Assets |
| 301 | Inventory Admins | POs | Continuous | Inventory > Purchase Orders |
| 302 | Inventory Admins | Transfer Inventory | Continuous | Inventory > Transfer Inventory |
| 303 | Inventory Admins | Physical Count | Continuous | Inventory > Physical Inventory > Count |
| 304 | Inventory Admins | My Tasks | Continuous | View > My Tasks |
| 305 | Management | Dashboards (various) | Daily | Dashboards |
| 306 | Management | My Tasks | Daily | View > My Tasks |
| 307 | Management | Opportunity Labor Conversion | Monthly | Live Data > Accounting > Sales Opportunity Labor Conversion |
| 308 | Management | Employee Utilization | Monthly | Live Data > BI Data > Employee Utilization by Labor Type |
| 309 | Management | Project Status | Monthly | Project > Quick View > Project Status |
| 310 | Management | Service Contract Revenue | Monthly | Live Data > Accounting Service Contract Revenue Projection |
| 311 | Management | Call Profit | Monthly | Service > Quick View > Call Profit |
| 312 | Management | Income Statement | Monthly | Accounting > Quick Views > Income statement |
| 313 | Management | Balance Sheet | Monthly | Accounting > Quick Views > Balance Sheet |
| 314 | Management | Budget | Monthly | Accounting > Budget |
| 315 | Management | Total invoicing | Monthly | Accounting > Quick View > Total Invoicing |
| 316 | Management | Cash Flow Projection | Monthly | Accounting > Reports > Cash Flow Projection |
| 317 | Management | Customer Profitability | Monthly | Live Data > Accounting > Customer Profitability |
| 318 | Management | Backlog Projection | Monthly | Dashbaords > Project Overview |
| 319 | Management | AR By Customer | Monthly | Live Data > Accounting > AR By Customer Analysis |
| 320 | Operations Managers | Projects | Continuous | Projects > Projects |
| 321 | Operations Managers | Tasks | Continuous | Project > Tasks |
| 322 | Operations Managers | Time Log | Continuous | File > Timelog |
| 323 | Operations Managers | Expenses | Continuous | File> Expenses |
| 324 | Operations Managers | My Tasks | Continuous | View > My Tasks |
| 325 | Operations Managers | Projects Overview | Daily | Workflow > Projects > Projects Overview |
| 326 | Operations Managers | Engineering | Daily | Workflow > Sales > Engineering |
| 327 | Operations Managers | Resource Console | Daily | Projects> Resource Console |
| 328 | Operations Managers | Post TBs | Daily | Projects > Post Timebill Records |
| 329 | Operations Managers | Expense Approval Q | Daily | File > Expenses > Approval Q |
| 330 | Operations Managers | Project Status | Weekly | Projects > Quick Views > Project Status |
| 331 | Operations Managers | Projects Console | Weekly | Project > Project Console |
| 332 | Operations Managers | Tasks Console | Weekly | Project > Task Console |
| 333 | Operations Managers | Projected vs. Actual Hours | Weekly | Live Data > Project > Projected vs. Actual Hours |
| 334 | Operations Managers | Projects To Assign | Weekly | Workflow > Engineering |
| 335 | Operations Managers | Labor Capacity Forecast | Weekly | Live Date > Accounting > Labor Capacity Forecast |
| 336 | Operations Managers | Project Revenue/Cost Forecast | Monthly | Live Data > Accounting > Project Revenue/Cost Forecast |
| 337 | People Managers | Post TBs | Continuous | Projects > Post Time Bill Records |
| 338 | People Managers | Expenses | Continuous | File > Expenses |
| 339 | People Managers | HR Time Request | Continuous | File > HR Time Request |
| 340 | Project Managers | Resource Console | Continuous | Projects > Resource Console |
| 341 | Project Managers | Projects | Continuous | Projects > Projects |
| 342 | Project Managers | Tasks | Continuous | Projects > Tasks |
| 343 | Project Managers | Time Log | Continuous | File > Time Log |
| 344 | Project Managers | My Tasks | Continuous | View > My Tasks |
| 345 | Project Managers | My Projects | Daily | Workflows > Projects > My Projects |
| 346 | Project Managers | Engineering | Daily | Workflows > Engineering |
| 347 | Project Managers | Post TBs | Daily | Projects > Post Timebill Records |
| 348 | Project Managers | Time Billing Summary | Daily | Projects > Quick View > Time Billing Summary |
| 349 | Project Managers | Time Billing Detail | Daily | Projects > Quick View Time Billing Detail |
| 350 | Project Managers | Projects Console | Daily | Projects > Project Console |
| 351 | Project Managers | Tasks Console | Weekly | Projects > Task Console |
| 352 | Project Managers | Project Status | Weekly | Projects > Quick View > Project Status |
| 353 | Project Managers | Projected vs. Actual Hours | Weekly | Live Data > Projects > Projected vs. Actual Hours |
| 354 | Purchasing | POs | Continuous | Inventory > Purchase Orders |
| 355 | Purchasing | Find Product | Continuous | Inventory > Find Product |
| 356 | Purchasing | Masters | Continuous | Inventory > Masters |
| 357 | Purchasing | Assets | Continuous | Inventory > Assets |
| 358 | Purchasing | Expenses | Continuous | File > Expenses |
| 359 | Purchasing | Data Entry POs | Continuous | Accounting > AP > Worke Queues > PO Confirm Q |
| 360 | Purchasing | My Tasks | Continuous | View > My Tasks |
| 361 | Purchasing | Purchasing Q | Daily | Inventory > Purchasing Q |
| 362 | Purchasing | Re-order Q | Daily | Inventory > Work Queues > Inventory Re- Order Q |
| 363 | Purchasing | Expenses By Vendor | Monthly | Accounting > AP > Expense by Vendor |
| 364 | Sales Managers | Companies | Continuous | Sales > Customers |
| 365 | Sales Managers | Sites | Continuous | Sales > Sites |
| 366 | Sales Managers | Contacts | Continuous | Sales > Contacts |
| 367 | Sales Managers | My Sales | Daily | Workflows > Sales > My Sales |
| 368 | Sales Managers | My Tasks | Continuous | View > My Tasks |
| 369 | Sales Managers | Expense Approval Q | Weekly | File > Expenses > Approval Q |
| 370 | Sales Managers | Sales Forecast | Weekly | Sales > Quick Views > Sale Forecast |
| 371 | Sales Managers | Sales Funnel | Weekly | Sales > Quick Views > Sale Funnel |
| 372 | Sales Managers | Sales Bookings | Weekly | Sales > Quick Views > Sales Bookings |
| 373 | Sales Managers | Activities This Month | Weekly | Workflows > Sales > Sales Overview |
| 374 | Sales Managers | Sales Dashboard | Weekly | Dashboard > Sales Various |
| 375 | Service Contract Admins | Service Contracts | Continuous | Service > Service Contracts |
| 376 | Service Contract Admins | Products | Continuous | Service > Products |
| 377 | Service Contract Admins | Time Log | Continuous | File > Time Log |
| 378 | Service Contract Admins | Expenses | Continuous | File > Expenses |
| 379 | Service Contract Admins | My Tasks | Continuous | View > My Tasks |
| 380 | Service Contract Admins | Service Workflow | Daily | Workflows > Service Overview |
| 381 | Service Contract Admins | Dispatch Q | Daily | Service > Work Queues |
| 382 | Service Contract Admins | Renewal Q | Weekly | Service > Work Queues > Renewal Q |
| 383 | Service Contract Admins | Substantially Completed Projects | Weekly | Workflows > Projects Overview |
| 384 | Service Managers | Calls | Continuous | Service > Help Desk |
| 385 | Service Managers | Resource Console | Daily | Project > Resource Console |
| 386 | Service Managers | Dispatch Q | Daily | Service > Dispatch Q |
| 387 | Service Managers | Events Q | Daily | Service > Work Queues> Events Q |
| 388 | Service Managers | Renewal Q | Daily | Service > Work Queues > Renewal Q |
| 389 | Service Managers | Dispatch Q | Daily | Service > Work Queues |
| 390 | Service Managers | Timebill Post Q | Daily | Projects > Post Timebill Records |
| 391 | Service Managers | Time Log | Daily | File > Time Log |
| 392 | Service Managers | My Tasks | Continuous | View > My Tasks |
| 393 | Service Managers | Service Contract Invoicing Projection | Monthly | Live Data > Accounting > Service Contract Invoicing Projection |
| 394 | Technicians | My Tasks | Continuous | View > My Tasks |
| 395 | Technicians | Time Log | Continuous | File > Time Log |
| 396 | Technicians | Expenses | Continuous | File > Expenses |
| 397 | Warehouse | Masters | Continuous | Inventory > Master |
| 398 | Warehouse | Assets | Continuous | Inventory > Assets |
| 399 | Warehouse | Expenses | Continuous | File > Expenses |
| 400 | Warehouse | My Tasks | Continuous | View > My Tasks |
| 401 | Warehouse | PO Receive Q | Daily | Inventory > Work Queues > PO Receive Q |
| 402 | Warehouse | Projects Pick Q | Daily | Inventory > Work Queues > Parts Pick Q |
| 403 | Warehouse | Calls Pick Q | Daily | Inventory > Work Queues > Parts Pick Q |
| 404 | Warehouse | Ship Q | Daily | Inventory > Work Queues > Ship Q |
| 405 | Warehouse | RMA Receive Q | Daily | Inventory > Work Queues > RMA Q |
| 406 | Warehouse | RMA Test Q | Daily | Inventory > Work Queues > RMA Test Q |