Topic results Toolbox

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.
More information
CCH Practice Management
Toolbox: Job Sheet - Multiple Updates
The document discusses the bulk update functionality on the Job Sheet home page, specifically for fields like Assigned To, Client Partner, and managers. Users can right-click the Assigned To column to access options such as "Reassign All" to assign all jobs to a selected employee or "Remove All" to clear the Assigned To fields. A cautionary note emphasizes the importance of filtering records to ensure accurate updates, as changes will apply to all displayed records.
More information
CCH Practice Management
Toolbox: Job Sheet - Show Field Chooser
This document outlines the available fields in the right-click menu of the Job Sheet for various job modes, including Assignments and Schedules, as well as Jobs. Key fields include Client Code, Client Name, Job/Schedule, Assigned To, Target Date, Budget, and Notes. It details how to interact with these fields, such as hyperlinks for accessing related screens, the calculation of days left until a target date, and budget management. Additionally, fields related to client and assignment information, such as department and manager details, are specified for better job tracking and management.
More information
CCH Practice Management
Toolbox: Job Sheet - Right Click Menu
The document provides an overview of right-click menu options available in a job management interface. Key features include viewing completed jobs, creating timesheets and bills, exporting data to Excel, and managing job milestones with status options (In progress, Complete, Risk, Problem). Users can also clear status, choose to view it as icons or in colors, and add, edit, or delete comments on milestones. The document emphasizes features for managing and tracking job statuses and details through various interactive components.
More information
CCH Practice Management
Toolbox: Job Sheet - Homepage control
This document provides instructions for adding the Job Sheet homepage control to a user’s homepage, detailing the process of customization through the Toolbox. It outlines the default columns for various job modes, including key fields such as Client/Assignment, Job/Schedule, Assigned To, and Target Date. Users can add new jobs using a provided link and view milestone comments by hovering over them. The document also mentions that multiple Job Sheets can be added and filtered for better information management.
More information
CCH Practice Management
Toolbox: Job Sheet - Updating Milestones
The document outlines the relationship between task status options and assignment schedule stage statuses, specifically focusing on four key statuses: In Progress, Complete, Problem, and Risk. It explains how updates to linked milestones and schedule stages synchronize within the Toolbox's Job Sheet. Additionally, it warns that user-created task statuses can lead to clearing milestones, and notes that changes to task status descriptions will be reflected on the homepage control upon application restart.
More information
CCH Practice Management
Toolbox: Job Sheet - Create Timesheet
This document outlines the functionalities of a timesheet based on different Job Modes within a management system. It details three modes: 1) "Assignments and Schedules," allowing time recording only against task-related schedules; 2) "Assignments, Schedules and Jobs," permitting job creation but not direct time recording against jobs; and 3) "Assignments, Schedules, Jobs and Job Time Recording," which enables direct time recording against both jobs and schedules.
More information
CCH Practice Management
Toolbox: Job Sheet - Default Due Date
This document outlines the process of setting default due dates for project milestones within a Job Sheet. It emphasizes the importance of milestones in tracking project goals and provides detailed steps for adjusting due dates, including the use of calculations based on other date fields. The document also notes that changing a milestone's status does not alter its due date, which is only updated upon marking it as complete.
More information