Assignments
The Assignments module allows you to logically group the different work types into (chargeable) and internal work (non–chargeable). Time and Disbursements are recorded against assignments.
Last update: CCH Central
Assignments tab
The document outlines the functionalities of the Assignments tab, which allows users to manage client assignments, including adding, creating, and maintaining them. It details the display of assignments, including open and closed statuses, as well as associated jobs and schedules. Users can access a preview panel for selected assignments and utilize a task bar for various functions like generating prebilling reports and posting unposted WIP entries. Additionally, the document explains the right-click pop-up menu for customizing displayed columns and includes information on report generation by different criteria.
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The Find Assignment Window
The Find Assignment results window provides a comprehensive view of assignments, schedules, and jobs for all clients in a business. It features two tables displaying assignments, jobs, and schedules as cohesive units. Users can access details by interacting with the assignment rows, and a preview panel offers milestone details linked to job management. Options include modifying search criteria and viewing closed assignments. Users can manage columns through a pop-up menu and hide or show the preview panel as needed. Note that assignments cannot be deleted from this window.
CCH Central
Finding an Assignment
The document outlines the steps to find an assignment within a system. Users can access the Assignments or Clients sections, allowing them to view assignments associated with specific clients or search directly for assignments. The search functionality offers options to refine results based on name or code, including the ability to search any part of a name. Users are guided through the process of typing search criteria, selecting checkboxes for specific search options, and accessing the relevant assignment records. Visual aids accompany the instructions for clarity.
CCH Central
Editing an Assignment
This document provides a step-by-step guide on how to edit an assignment in CCH Central, emphasizing that editing permissions are user-specific. Users are instructed to locate the desired assignment, access its details, make necessary changes across various tabs, and specifically edit the assignment name and code via the Main tab. Finally, it instructs users to save changes by clicking "OK."
CCH Central
Delete an Assignment
This document provides a step-by-step guide on how to delete an assignment in the CCH Central system. It outlines the process of finding the assignment, navigating to the delete option on the task bar, and confirming the deletion. Upon deletion, all associated schedules, stages, and tasks are also removed. Visual aids illustrate the process for clarity.
CCH Central
Delete a Job
This document provides a step-by-step guide on how to delete a job within a client assignment interface. Users must first locate the assignment, right-click on the job to access the removal option, or use the Delete key. Confirmation is required to complete the deletion. Important notes highlight that deletion is restricted to the Client > Assignment tab, subject to user permissions, and jobs cannot be deleted if associated with Work In Progress (WIP) or billing.
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Assignment Types, Assignment Templates and Assignment Template Groups
This document outlines the concept of assignment types within a practice, categorizing them as chargeable or non-chargeable work. Key examples include accounts, personal tax, payroll, administration, and annual leave. It describes the functionality for setting up assignment types and templates in the Maintenance area or directly for clients. A note emphasizes that additional information can be found in the CCH Central module, alongside linked resources for related topics such as draft clients and the assignments tab.
CCH Central
Assignment Templates
The document provides guidelines for setting up, linking, and managing Assignment Templates in a client management system. It details the process for creating a new template, including naming, coding, and assigning it an Assignment Type. Additionally, it explains how to link an Assignment Template to a Product to facilitate job scheduling and outlines steps for deleting or deactivating templates. Key functionalities include managing template activity status and addressing issues when trying to remove linked products or templates.
CCH Central
Assignment Template Group Type
This document provides step-by-step instructions for managing Assignment Template Group Types within a maintenance system. Key tasks include setting up a new template group, editing existing groups, adding or removing templates, and deleting a group. Users are guided through menu selections, data entry, and confirmation steps to ensure successful changes. Visual aids accompany each section to enhance understanding. Important notes are included about constraints on deleting groups that are actively in use, highlighting potential limitations in the process.
CCH Central
Assignment Field Chooser Options
This document outlines the fields available in the Field Chooser for the Client Assignment Details Page of a software application. Key fields include Assignment Code, Job Name, Status, Company, Department, Office, Centre, Assignment Manager, Assigned To, Budget, and various WIP metrics. It also provides step-by-step instructions for displaying a selected field in the Assignment Details Page by utilizing the right-click menu to access the Field Chooser and dragging the desired fields into the table.
CCH Central
Setting up work using an Assignment Template
The document outlines the process of setting up client work using an Assignment Template in a professional services application. It details steps including finding a client, accessing the Assignments tab, and using a wizard to create a new assignment from a template. Users select the desired template, fill in job details, assign partners or managers, and finalize the assignment. This streamlined approach enhances efficiency in managing day-to-day operations and client services.
CCH Central
Setting up a new Assignment Type
This document provides instructions for managing assignment types within a system. It outlines the steps to create and maintain assignment types by navigating to the Assignment Types window. Users can specify characteristics such as chargeable status, external classification, included time, and assign a nominal account code. Additionally, the process includes making assignment types active or inactive and saving the changes. Visual aids are included to support the instructions.
CCH Central
Setting up work using a custom Assignment
This document provides instructions for creating a custom assignment in a client management system when existing templates are insufficient. It explains that an assignment represents the specific professional services provided to clients, such as compliance tax or financial planning. The steps outlined include selecting the client, accessing the assignments tab, adding a new assignment, and specifying assignment details like name, code, and type. It notes that to reuse the custom assignment across multiple clients, it must be set up as a template.
CCH Central
Set up work using a custom Assignment
This document provides a guide on setting up custom assignments in a client management system when existing templates are insufficient. It defines assignment templates and assignments as they relate to professional services like compliance, tax, and accounting. The process includes finding the client, adding a new assignment via a wizard, and inserting necessary details such as name, code, and assignment type. For broader usage, users can convert a custom assignment into a template. Additionally, instructions are provided for editing existing assignments.
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Adding an Assignment
The document outlines the process for adding assignments in a client management system. Upon opening the client page, users can either add from a template using the "Add from template" option or create an ad hoc assignment by selecting "Create New Assignment." The document details each step for both methods, including selecting templates, specifying details like Job, Assigned to, and Budget, and managing assignment information through various tabs. It also mentions how to customize the table display. Overall, it serves as a guide for efficiently managing client assignments.
CCH Central
Editing a Job
This document provides a step-by-step guide on how to edit a job within assignment records. It outlines the process of finding the assignment, accessing the job hyperlink, and editing the details accordingly. Users are instructed to either navigate through the Client Assignment window or the Assignments toolbar to locate the job. The final step involves saving the changes. Additionally, it notes that editing permissions may vary based on user privileges.
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Assignment Details Page: Schedule tab
The document outlines the functionality of the Schedule tab used for managing a client's assignment by adding and editing schedules, stages, and tasks. Users can add schedules, define work stages (either pre-defined or custom), and assign tasks to employees along with setting dates and budgets. It highlights the "Task Related" checkbox feature, which restricts task visibility in Timesheets to those linked to the specific client’s assignment. Alternatively, tasks can be allocated to an unspecified category for broader accessibility by employees.
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How to edit a Schedule
The document provides instructions on accessing and editing schedules in a specific software. It outlines steps to navigate through the Client > Assignment or Find Assignment windows, select a schedule from a drop-down list, and edit the schedule's name and code. A link for further guidance and an illustrative image are included to assist users.
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Adding an employee to an Assignment Team
This document outlines the process of adding employees to an Assignment Team within an application. Users can either automate this addition or select team members manually. Key steps include finding the relevant assignment, accessing the Assignment Details page, locating the Assignment Team panel, and assigning employees while specifying their responsibilities. The procedure concludes with confirming the changes.
CCH Central
Rolling Forward a Schedule
The document outlines the process of "roll-forward" scheduling, which allows users to reuse and modify schedule information after completing a job. It details step-by-step instructions for finding an assignment, accessing the Schedule Roll Forward wizard, and selecting options for actual, allocated, or budgeted hours. Key actions include applying uplift percentages and modifying schedule details such as dates and budgets. It also provides guidance for using assignment schedule templates. A note clarifies that non-existent templates will not appear in the scheduling list.
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Deleting a Stage from a Schedule
This document outlines the steps for deleting stages from an assignment in the CCH Central platform. It includes instructions to access the assignment details, select the desired assignment, highlight the stage to be deleted, and confirm the deletion. Users are reminded that stages can only be deleted in reverse order due to their predecessor relationships. The document also includes an image for visual aid.
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How to delete a Schedule
The document provides a step-by-step guide on how to delete a schedule from the Assignment Details page in CCH Central. It outlines the process of accessing the schedule, selecting the one to delete, and confirming the deletion. A note highlights that schedules with Work In Progress (WIP) entries cannot be deleted and will prompt an error message. The guide ensures users understand both the procedure and restrictions involved in schedule deletion.
CCH Central
Assignments, Assignment Templates and Assignment Template Groups
This document discusses the concept of assignments within a practice, distinguishing between chargeable and non-chargeable work. Chargeable assignments are client-related tasks such as compliance and tax, while non-chargeable assignments include internal activities like sick leave and study. It introduces assignment templates, which streamline repetitive tasks for clients, and explains the creation of assignment template groups that categorize templates by business unit or client type for better organization and efficiency. The document emphasizes the importance of recording all work against assignments and maintaining consistency in workflows.
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Assignment Details Page: WIP tab (CCH Central)
The WIP tab provides a detailed transaction history for client work, categorizing amounts into Time and Est, Disbursement, and Miscellaneous. Users can access further details through the WIP enquiry button on the Task Bar. Additionally, items in the Fee Budgets and Repeat Bills section can be marked as inactive using an Inactive flag.