Create Lists
Select Create Lists (from the navigation bar in Project Management) to enter the setup
information such as Setup Tracking Status, Setup Project Types, Setup Project Positions, Setup Project Custom Fields, Setup Teams, Setup Employee Daily Hours, and Setup Project Options. (Project types, project positions, project custom fields, and tracking status are also available from the Lists menu found on the navigation bar in Administration.)
Setup templates
Select Setup Project Templates from the navigation bar to set up project templates. Project templates may be set up for standard profiles of projects that apply to many clients. These templates can be copied to lists of clients and then modified with specific information as needed. Copy templates
Select Copy Template to Clients from the navigation bar to copy the templates that have been created to a list of clients. You can then add any detail information, or modify the project for each individual client.
Setup projects
Projects are set up through Project Management or the Client Tracking folder. The Project Types are entered through Create Lists in Project Management or from the Lists menu found on the navigation bar in Administration. These due date projects become the basis of the project list available here, on the Projects tab of the Client Tracking folder, and in Project Tracking. In Project Management you will assign projects to clients, calculate hours and projected WIP, and schedule employees.
Copy projects
Often you will have several clients who share the same project type and due date. Once the project is set up for one client, it can be copied to a list of clients by selecting Copy Project to Clients from the navigation bar in Project Management. Select the project type and the project that you would like to copy. Click Copy to Another Client. Select the clients and click Copy to copy the project to each of the selected clients.
Set project frequencies
Select Replicate Projects-Frequencies from the navigation bar to quickly replicate projects that are repeat business, such as quarterly write ups. Select the project type, original due date range, and the frequency of the client project. Set the frequency as weekly, bi-weekly, monthly, semi- monthly, quarterly, semi-annual, or annual. Click Review Client List. Select from the list the projects you would like to replicate. Depending on your selection, the appropriate number of projects for the selected client will be created with the corresponding due dates.
Edit Projects
Select Project Find and Change to add or edit a project or a list of projects. This feature allows you to make changes to many projects at one time. The options available include Assign Project Budget Hours, Assign Project Budget $, Assign Detail, Assign Dates, Edit Project Descriptions, Edit In Charge, Edit Time Entry Prompt, Edit Non-Recurring, and Edit Custom Fields.
Assigned Position, Position Hours, Employee, Start/Target Dates, Skill Level, Team, Service, Budget $, Schedule, Detail Position, and Edit Individual Position-All Fields.
Track Projects
Project Tracking allows you to track the status of a project, mark a task as completed, locate the employee who last worked on the project, extend projects that have past their due dates, and even print extension forms. Project Tracking can be found on the Features menu of any module in CCH ProSystem fx Practice Management, or on the navigation bar in Project Management. Extend Projects
You may need to file for extensions on specific client projects, such as tax returns. Extension calculation information was entered for each project type through Setup Project Types. Each project can have up to two extensions; however, you can override a calculated extension if needed.
To extend due dates, go to Extend Projects. (This can be found on the navigation bar found in Project Tracking or Project Management.) Once the extension date is selected, extension forms can be printed for each client.
View employee projects
The View by Employee feature allows you to see the projects that have been scheduled or assigned to an individual employee or view the entire staff’s scheduled hours for any week selected.
To view the projects assigned to individual employees, select View Individual Schedules. Select an employee and click the View Employee Calendar button to view the employee’s assignments in a monthly calendar format.
Select View Monthly Schedules to view daily hours and monthly schedules for all employees. Roll multiple projects
Select Roll Projects to New Year from the navigation bar. Select the original due date range of the projects you would like to roll.
Select the sort criteria. From the list of available projects, select the project(s) you want to roll or right-click and Select All. When you are ready, click Roll to New Year.
Select the information you would like to include. If you include detail, you can change the hourly rate and enter a percentage change, which allows you to build in an increase in staff rates from year to year.
You can either print an exception list or override the project if the project already exists in the new year. Click Select Client Projects to Roll.
Delete project(s)
Select Delete Projects by Date from the Utilities feature of the navigation bar. Enter a due date range for the projects you want to delete. Click Delete to display all projects meeting the criteria selected. From this list, select the projects that you want to delete and click Delete.