Topic results Job Management

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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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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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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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.
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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.
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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.
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CCH iFirm Job ManagementCCH iFirm Time and Fees
Jobs - Total WIP by Partner
Jobs - Total WIP by Partner
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CCH iFirm Job Management
Update currently responsible
You can track who is currently responsible for his or her part of a job. This ensures that everyone working on a job knows when to do his or her part of it, and helps your firm complete jobs quicker. In order to track who is currently responsible for jobs, you need to activate the setting.
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CCH iFirm Job Management
Remove an unwanted job
You cannot delete unwanted jobs and jobs created in error. To remove such jobs, you have to edit and then close them. The process involves changing the job type to Cancel and removing some details, which ensures that the job can easily be identified and filtered out of reports.
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CCH iFirm Job Management
Set up recurring jobs
If you have jobs that repeat on a regular basis, such as Annual Accounts and Wages jobs, we recommend that you create recurring jobs in Contacts, so these jobs can be automatically created for you. You determine the cycle of the job, when it will be created, and the period ended and target end dates. This ensures that you always have relevant jobs open and ready for your clients, and saves you the time and effort to remember to create them manually.
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CCH iFirm Job Management
Change the target start or end date of a job
You can set the target start date and target end date for a job when you first manually add the job. The target start date and target end date of a job are used to define the number days a job will take to complete. This information, along with the number of days available in each month, is used to determine the proportion of allocated hours to assign to the relevant months in Capacity Planning. This is particularly useful for jobs that are worked on over multiple months. It gives you an accurate picture of the work plan.
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CCH iFirm Job Management
Close a job
When you close a job, you can make this effective from a date you select. Using the Effective Closing Date feature is ideal if you want to close your jobs on a date other than the current day. For instance, you might want to have a job closed at the end of the previous month. Alternatively, you might want to have the write-on or write-off for a job assigned to a particular period.
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CCH iFirm Job Management
Add job comments
You can use the Job Comments section of the Job Details page to view and record information about a job. For example, you may want to add a comment.
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CCH iFirm Job Management
Update dynamic fields
You can access the WIP Transfer feature from the Job Details page, Work in Progress Centre or the Work In Progress Client Breakdown Report. There are three methods of WIP transfer to choose from.
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CCH iFirm Job Management
Set up automatic job creation
Instead of having to re-create jobs manually once they have been completed, or closed, you can have jobs re-created automatically. Depending on your requirements you can have jobs automatically re-created when the job is completed or closed. CCH iFirm uses events in the system to trigger the recreation (when a job is completed or closed). If you have set up custom firm groups, then the firm groups allocated to the first job are passed on to the next job.
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CCH iFirm Job Management
Re-open a job
Occasionally you may be required to re-open a job, to create or delete an invoice or to edit allocations, or enter more timesheet entries.
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CCH Practice Management
Toolbox: Job Sheet - Jobs Filter
The document provides a step-by-step guide on using the Jobs Filter feature in a Job Sheet. Users can access the filter by right-clicking on the table, selecting "Filter jobs," and adding filter criteria. Options include choosing specific fields and calculations to refine search results. Users can add multiple criteria for nested filtering and apply or remove filters as needed. The results update dynamically in the Job Sheet table, with the active filters displayed above it for easy access.
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CCH Practice Management
Timesheet Job Modes
This document outlines the functionality of timesheets based on Job Mode in a time recording system. It describes three modes: 1. **Assignments and Schedules**: Allows recording time only against task-related schedules without creating jobs. 2. **Assignments, Schedules, and Jobs**: Enables job and schedule creation but restricts time recording to assignments and task-related schedules only. 3. **Assignments, Schedules, Jobs and Jobs Time Recording**: Permits recording time against both jobs and schedules. The document provides guidance on how to create a timesheet through assignment selection.
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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.
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CCH Practice Management
Job Details Window
The document outlines features available on the "Find Assignments" results page for managing job details. Key information displayed includes the job name (mandatory), assignment details (optional), budget (optional), target end date (optional), hours, and start date. The document also highlights the functionality for assigning tasks to employees using the Employee Planner and provides links for additional actions such as editing or deleting jobs.
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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.
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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.
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CCH Practice Management
Employee Planner with Jobs
The document outlines the functionality of the Employee Planner screen for managing task allocations to employees based on job capabilities. It discusses the configuration key (JobPlanner) that allows linking jobs to the planner, the necessary fields for adding jobs, and the process of allocating work to employees. Additionally, it explains how the hours set for jobs impact scheduling, how tasks can be reassigned, and the visibility of non-chargeable timesheets. The document also emphasizes the importance of matching allocated hours with job start dates for accurate budgeting.
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CCH Practice Management
Adding a Job to an existing Assignment
This document provides a guide on adding a job to an existing assignment in a client system. Users can do this either through a bulk update via the global Assignments search screen or directly from the client's Assignments tab. It includes step-by-step instructions for adding a job within a client record and highlights the importance of the selected job mode in the assignment process. For more detailed information about the job details window, users are directed to an external help link.
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