iAccess Menu

The iAccess menu includes options to open the different workspaces in the application, as well as show To-Dos, settings, and online help.

Click one of the following menu items to navigate to a specific workspace:

• Weekly Time Sheets
• Daily Time Sheets
• My Plan
• Expenses
• Mileage
• Favorites
• Absence
• Employee Record
• Approval Center
• Absence Approval
• Allowance Approval
• Jobs submenu
  • Dashboard
  • Jobs
  • Estimating
  • Budgeting
  • Resourcing
  • Quotes
  • Risk Management
  • Progress Evaluation
  • WIP Invoice
  • Invoice on Account
  • Reports submenu
    • WIP Aging
    • Profitability Budget
    • A/R Transactions
• Draft Invoices
• Job Invoices
• Job Reports submenu
  • Job Profitability Summary
  • Job Profitability Budget
  • Job Profitability Budget, by Task
  • Job Profitability Comparison
  • Job Profitability Periodic
  • Job Profitability Transactions
  • Job Budget to Actuals YTD
  • Job Budget to Actuals, by Task
  • Job Status, by Task & Employee
  • WIP Aging
  • Revenue Analysis
• Customers
• Customer Invoicing
• Collections
• Customer Reports submenu
  • A/R Aging
  • A/R Transactions
  • Customer Invoices
  • Customer Profitability
  • Customer Statement
  • WIP Aging by Dimension
• Purchase Orders
• Invoice Allocation
• Resource Management
• Employees
• Employee Reports submenu
  • Employee Time Overview
  • Utilization
  • Realization
• BI Launch Pad
• Management Reports submenu
  • Utilization, by Employee
  • Realization, by Employee
  • Realization, by Account Manager
  • Job Profitability Summary, by Job
  • Customer Profitability, by Customer
  • Profit and Loss
  • Profit and Loss, by Dimension
  • A/R Aging

The following table describes additional buttons found in the menu:

Button	Description
	Click to hide/display the list of workspaces in the menu.
	Click to access your list of To-Dos. Click on the number (in this instance, 7), and a drop-down list displays the To-Dos. You can then select one and take action.
	Click to open the iAccess online help system.
	Click to open the system settings options for the user.