Topic results Assignments

CCH Practice Management
Assignment Details Page
This document is a comprehensive guide to managing client assignments within a practice management system. It covers various tabs, including Home, Main, Job/Schedule, Extra, Rates, WIP, Documents, and more, explaining the functionality and data management related to client assignments. Key features include performance indicators, scheduling tasks, handling miscellaneous charges, bill management, nominal account assignment, and the ability to create provisions. Detailed instructions are provided for bulk updates, setting delivery methods, and automating workflows for billing and document management. Overall, it serves as a user manual for effectively utilizing the software for client assignment management.
More information
CCH Central
Allocating a Stage to an employee category
This document outlines the process of assigning employee categories to stages in a schedule within a system. By default, stages are set to "-UNSPECIFIED-", allowing any employee to log timesheets. For improved control, stages can be allocated to specific employee categories (e.g., Manager, Administration), which restricts timesheet creation to individuals within the chosen category. The document provides step-by-step instructions for changing the default category to a specific one for each stage in the schedule.
More information
CCH Workflow
Assignment Team responsibilities
This document outlines the assignment process for Document workflows, emphasizing the roles of Assignment Managers at different levels. It explains how tasks are assigned based on the presence of Assignment Managers at the Assignment and Client Levels. If an Assignment Manager is designated at the Assignment Level, that individual receives the task; if not, the task goes to the Client Level manager. If neither level has a designated manager, the workflow owner is assigned the task.
More information
CCH Workflow
Responsibility Type use Assignment Team
This document outlines how Responsibility Types for Central Tasks within Assignment Jobs workflows can be assigned from the Assignment Team rather than the Client Team. If a Responsibility Type like "Manager" exists in both teams, it will default to the Assignment Team. If it exists only in the Client Team, the task is assigned accordingly. If it is absent in both teams, the workflow owner takes responsibility. The same assignment rules apply to related workflows, including Personal Tax and Accounts Production.
More information
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.
More information
CCH Practice ManagementCCH Central
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.
More information
CCH Central
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.
More information
CCH Central
Add Assignment Wizard - Assignment and Schedules Mode
This document provides a detailed guide for adding assignments and schedules within the Assignments and Schedules job mode. It outlines the process for creating an assignment using either a template or ad hoc method, including steps to select clients, templates, and enter relevant details such as description and schedule. Instructions for navigating through the interface and shortcuts to access various options are included. Additionally, it emphasizes that all information can be adjusted as needed throughout the process. Related topics and further resources are also provided for user reference.
More information
CCH Central
Assignment Details Page: Main tab
The Main tab provides an overview of the selected assignment on the Assignment Details page. It allows users to view and amend essential information, including assignment type, associated company and department, creation date, current status, recurrence, job settings, internal notes, and team member responsibilities. The tab also includes a feature for automatically assigning team members based on their records. For further functionality, users can add or edit notes related to the assignment.
More information
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.
More information
CCH Central
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.
More information
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.
More information
CCH Central
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.
More information
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.
More information
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.
More information
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.
More information
CCH Practice Management
Deleting a Task from a Stage
This document provides step-by-step instructions for deleting tasks from a schedule within an assignment management system. It outlines how to find the assignment, access the schedule, and expand stages to identify tasks for deletion. Users are guided to highlight and remove tasks and must repeat the process for each task they wish to delete before finalizing changes. The instructions emphasize clarity with visuals and confirm that deleted tasks will no longer be accessible for time logging on timesheets.
More information
CCH Practice Management
Setting up the Fee Budgets to track a budget
This document provides guidelines for practices to track budgets against actual figures using the Assignment Billing Timetable in CCH Central. It details steps to enter monthly entries, customize the home page for budget variance management, and generate the Assignment Budget Variance Report for comparing fee analyses with budgeted activities. Instructions include opening a client's assignment, selecting the WIP tab, inputting budget details, and saving the information. The use of these functions is optional, but customization of the home page for budget variance is necessary for effective tracking.
More information
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.
More information
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.
More information
CCH Central
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.
More information
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.
More information
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.
More information
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.
More information