Resource tracker client summary page

Filter	Description
Client	Enter or select a client.
Client Manager	Enter or select the client manager.
Job Manager	Enter or select the job manager.
Department	Enter or select a department.
Title	Enter or select a title.
Job Type	Enter or select a job type.
Entity	Choose an entity.
Office	Select an office.
From Date	Enter a from date or start date.
To Date	Enter a to date or end date.
Display	Select how to view the data. Hours Full-time employees
Probability	Select a probability status.
Show Product Details	Check to view product details.
Show Sub Department Only	Check to view sub-departments only.
Estimate Probability Weighted?	Check to view the estimate probability weight.
Client Display	Select how to display the data. Client Reporting Client Industry

Buttons & Hyperlinks	Description
Clear Filters	Clears the information placed in the filters.
Client Servicing Summary	Select how to preview the client servicing summary. Detail - Show department & title details Summary - Show department totals only
Resource Tracker Report	Sends you to the resource tracker reports options.
Client Resources by Department & Title	Select how to preview the client resources by department & title. Resource tracker Actual Variance
List Export	Exports the resource tracker as an Excel file.
Client/Product	Drills down and view the client summary by the department.

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