Establish a Group for your team
Establishing a Group will allow you to quickly view values for all members of the group. To create a group:
- In My Juris, select Tools > Permissions > Group Permissions.
- Click the New icon or select File > New to create a new group.
- Enter a Code and Description for your group.
- To add users to the group, find their name in the list on the left side of the screen (the Non-Selected Items List), select the name then click the single left arrow to move that name to the list on the right side of the screen (the Selected Items List).
- Once all names have been added, click the save icon or select File > Save.
Use Heat Maps to see if your team is achieving target levels of performance
Adding a Heat Map to Your View
- In My Juris, select Summary in the Views panel.
- Click the Views button at the top right side of the screen and click My Heat Maps.
- Select the type of heat map that you prefer. You may choose to view your productivity by Hours Worked, Hours to Bill, Billable Rate, Effective Rate, Amount Worked or Amount to Bill. Clicking your selection will add the heat map to your screen.
- If a heat map is already on your screen, but you would prefer to see a different type of heat map, then click the drop-down arrow in the header bar of the heat map and select the desired heat map from the drop-down menu.
Using the Heat Map
- The Heat Map will show daily productivity using colors to indicate how far above or below target values each day’s productivity has reached.
- Make sure to click your team’s group name in the Groups panel on the left side of the screen to assure that the Heat Map is showing values for the entire team.
- Hover the mouse over a calendar day to show the values for that day. Double-click a day to open up the time entries for that day.
- Hover the mouse over the color bar at the bottom of the heat map to see the values represented by each color.
- To change the colors used in the Heat Map or to modify your target values, go to Tools > Settings > User Settings.