How To
Job Details Window
CCH Practice Management
When you click the Name field in the top table on the Find Assignments results page, the assignment, schedule or job details are displayed.
Options
The following information is displayed for a Job:
- Job: This field contains the job name as entered when the job was created. To edit the job name simply overwrite the existing text. This field is a mandatory field and cannot be left blank.
- Assigned To: This field contains information entered when the job was created. The Assigned To field is not mandatory. Use the Ellipses button
to open the Find Employee window where you to select the employee the job will be assigned to.
- Budget: This field displays information entered when the job was created and is a non mandatory field. Use this field to specify a budget for the job.
- Target: This is the target end date for the job and is non mandatory. Use this field to specify an end date.
- Hours: The Hours set on the job are used within the Employee Planner when tasks are allocated to employees.
- Start Date: The Start Date set on the job is used to calculate the Planned hours within the Employee Budget Homepage control.
Related
Related documents
CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
Release Notes for CCH Practice Management 2026.3
CCH Practice Management: enhanced - billing training online (10133815)
This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
CCH Practice Management: essentials training online (10133814)
This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
Software and database installation (10091331)
This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.