Job Management
Job Management is a deadline management tool that allows users to track the progress of jobs using specified milestones. To use Job Management correctly, jobs must be added to client assignments.
Last update: 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.
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.
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.
CCH Central
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
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.
CCH Central
Milestone Maintenance Creation
This document describes the concept of milestones within job management systems. It defines milestones as scheduled events that indicate the completion of major deliverables and can have assigned dates and statuses. The process for creating and tagging milestones to specific jobs is outlined, emphasizing features like assignment types, descriptions, and planner visibility. Additionally, it covers how to add calculated columns for tracking dates between milestones, as well as bulk assignment capabilities for jobs. The document also discusses job management controls for monitoring job stages and filtering by assignment types.
CCH Central
Task Permissions: Job Management
The document outlines essential Task Permissions necessary for successful implementation of Job Management in a central system. It details specific permissions related to job assignment and management, including access to the Job Mode window, write access to the Job Sheet homepage, and capabilities to add, edit, or remove jobs linked to client records. The table provided lists permissions alongside their descriptions, emphasizing both user limitations and functionalities for effective job management within the system.
CCH Central
Job Mode
The document outlines the Job Mode window accessible through the application’s File menu, allowing practices to select from three configuration options for job management. These modes include "Assignment only," where Jobs are not added to Assignments; "Assignment, Schedules, and Jobs," which allows the creation of Jobs linked to Assignments; and "Assignment, Schedules, Jobs, and Job Time Recording," where work In Progress (WIP) is associated with Jobs rather than Assignments. The document emphasizes that the selected Job Mode should be established during implementation and should remain unchanged after timesheet entries are posted.
CCH Central
Filtering Jobs
This document outlines the process for filtering jobs on the Job Management homepage to display only specific information, such as jobs assigned to one employee. Instructions include right-clicking to access the filtering option, adding criteria, selecting operators, and adjusting fields. Additionally, it mentions an export feature that allows users to transfer job details to Excel, with a note that this option is disabled when using "Use icons" mode.