Workspace Objects

The Workspace Objects can provide a quick and custom view of Advantage information. The Workspace Objects display can be customized into templates and assigned to a team or individual for access to the Objects that are needed to perform daily activities.

Security must be setup to view the individual objects in Advantage | Security | Group Setup or User Setup | Module Access.

See Workspace Management for information on how to add objects to the Workspace.

Most filters will automatically be saved, however, clearing the browser's cache will remove any saved filter.

Employee

*Alerts and Assignments	Billable Hours Goal	Bookmarks	Direct Time
Employee Indirect Time	Employee Indirect Time (All)	In/Out Board	In/Out Board (All)
My Direct Time	My Employee Time Forecast	My Timesheets	Weekly Time Graph

*Unity Menu available

Finance and Accounting

Agency Goals	Agency Goals Graph	AR Cash Forecast	AR Cash Forecast Product
Billing Trends	Cash Balance	Client Aging	Current Ratio
Current Ratio Graph	Direct Expense Alert	Gross Income	My AR Cash Forecast
My Client Aging	My Direct Expense Alert	My Gross Income	My Service Fee
Service Fee

General

Agency Links

Executive Links

Miscellaneous

News Reader

Quote of the Day

Word of the Day

Project Management

*All Projects	Job Requests	My Job Requests	*My Projects
My QvA (Quote vs. Actual)	*My Tasks	Project Statistics	Project Statistics Graph
Project Statistics by Office (H)	Project Statistics by Office (V)	*Project Viewpoint	QvA (Quote vs. Actual)
*Task List

*Unity Menu available

Helpful Hints

Option	Description
Filter by Code	For the objects within the Desktop which may offer the option to filter the view based on a code, click on the dropdown and select the filter. Click the Refresh button to refresh the data. An example of an object which offers this option is the Client Aging object.
Filter by Date/Year	The objects within the Desktop which may offer the option to filter the view based on date and year, click the drop down option for month and/or year and then click the Refresh button to refresh the data. An example of an object which offers this option is the Billable Hours graph.
Hyperlink	For objects within the Desktop which may offer the option to view detailed information for an individual line item within a grid, click on the hyperlink to launch a Webvantage option. An example of an object which offers this option is the All Projects object. Change Page - If there are additional results to view within the Desktop Object, click on the page number hyperlink at the bottom of the object. This will allow the user to quickly maneuver through the results.
Print	To print information for a specific object, click the Print button to launch a "print friendly" window. When the Object Print window displays, select the Print button which launches the Print window. Select the printer, the number of copies to print and modify the other options as needed. Click the Print button to print. In the Object Print window, click the Close button to return the Webvantage application.
Screen Tip Info	For the objects within the Desktop which may offer the option to view detailed information in a graph. Maneuver the cursor over the area to display the screen tip. An example of an object which offers this option is the Current Ratio Graph object.
Sort By	The objects within the Desktop which may offer the option to sort the view based on client, job or account executive, click the drop down option for one of these options and then click the Refresh button to refresh the data. An example of an object which offers this option is the My Projects object.