Prokurio’s Client Planner allows you to customize how your charts and spreadsheets appear using the display and layout options in the Customize View tab.
Under the Other filters area, you can customize what will be included in your chart or spreadsheet. Just switch the toggle buttons for the phases or fees that you want to add or remove.
- Other Filters allow you to add or remove Phases and Fees on your Chart. Just switch the toggle buttons for the phases or fees that you want to add or remove.
- You can also choose if you want to add or remove Exclude year to date costs and Project future costs by switching the toggle buttons.
- Under Chart Settings (only for patents), you can select the “Filing Plan Grouping”. You can choose from “Break it down”, “Group by plan”, or “Group by Category”.
- Also in the Chart Settings, you can select the ” Default Chart View”. You can choose from Monthly, Quarterly, Fiscal Year, or All (Daily).
- Under Spreadsheet Settings, you can select whether to Breakdown Cost and Include inactive and completed family members by clicking the toggle button.
- In the Spreadsheet Settings, you can select the Visible Columns that you want to include by turning on the toggle switch.
If you need any additional assistance, please contact us at support@prokurio.com, and we’ll get you the answers you need!
