The Schedule tab is used to manage, edit and add schedules, stages and tasks involved with a client's assignment.

The Schedule tab is used to manage, edit and add schedules, stages and tasks involved with a client's assignment. These actions are completed using the options available under Schedules on the Task Bar.

The first step is to add a Schedule to the Assignment and then define the work to be carried out by adding stages. You can choose to add pre-defined stages from a template or add custom stages appropriate to the schedule.

Once these steps are completed, you assign the work to employees and define the dates and budgets and tasks to be done.

Task Related checkbox

By selecting the Task Related checkbox shown beside the Schedule description box, you can limit the tasks available for selection in Timesheets to that client's assignment. When selected, only those task in the client's schedule are displayed to the employee when the Assignment and Schedule are selected in their Timesheet.

If you want all tasks available for selection, leave the Task Related check box blank.

If you do not want to allocate tasks to specific employees you can still monitor and control the tasks entered against an assignment by allocating the tasks to the -UNSPECIFIED- category.
This allows any employee to enter time against the task.

Related documents

CCH Central Suite Update Guide (Latest Offline Version)
The document outlines the process for using the Central Suite Installer Offline (CSI Offline) for customers with specific IT requirements that prevent internet updates. It provides detailed instructions for installing updates to the Central Suite, including necessary prerequisites, folder structure, and the installation steps. Key points include ensuring Microsoft SQL Server is supported, confirming .NET Framework requirements, and the importance of backups before starting the update. The document also highlights the need for administrator rights, handling database upgrades, and checking for office plugin updates, particularly for users of CCH Document Management.
CCH Central Suite 2026.3 Update Guide
This guide explains how to update an existing install of the CCH Central Suite to the latest version 2026.3 (including Service Packs and Hotfixes) using the Central Suite Installer (CSI).
CCH Central 2026.3 Release Notes
CCH Central 2026.3 Release Notes
Central Suite Installer (CSI) instructions
The document announces the update of the Central Suite Installer (CSI) for the CCH Central Suite, now compatible with the latest releases and service packs and hotfixes of various CCH applications. Key points include prerequisites for installation, compatibility information, and the necessity for proper backup before proceeding with the update. It highlights specific requirements for Microsoft components, and it warns users of CCH Accounts Production regarding regional settings for date format. Support options are mentioned for users seeking assistance during the update process. Release notes are accessible for detailed information on the updates.
CCH Central 2026.210 Service Pack
CCH Central 2026.210 Service Pack