Managing Form Due Dates in a Template

When you select Yes to Track statutory due dates and to Use CCH forms to calculate statutory due dates in the project template, the Form Due Dates tab is added to the template window. Use this tab to select the forms used for calculating statutory due dates for projects that use this template. You can also create worksteps based on the form due dates.

Due dates are calculated based on the settings for the form and the current year specified when the project is created. Due dates can be adjusted to accommodate holidays and weekends.

Important: Projects must have a planned start to receive the new form.

To manage template form due dates, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Form Due Dates on the navigation panel.
4. Do any of the following as needed:
   • Add a new form to the template.
     1. Click Firm Form Due Dates on the button bar. You can also right-click and select Form Due Dates from the menu.
     2. Locate and select the form you need. See Selecting Form Due Dates for more information.

        Note: If the form due date you need is not provided in Workstream, you can add a custom form.

     3. Click Done.
   • Remove a form due date.

     The Remove option removes the form due date from all open projects where the form due date has not been entered. If the form due date has been entered in a project, the remove function changes the form due date to not required for that project. Form due dates entered in a project but marked as non-required are removed from the project template.

     1. Select a form due date in the grid.
     2. Click Remove on the button bar. You can also right-click and select Remove from the menu.
     3. Click Remove again to confirm the deletion.
   • Create a workstep and assign it to a form due date.
     1. Click Create Worksteps in the button bar. You can also right-click and select Create Workstep from the menu.
     2. Enter the workstep information. See Managing Worksteps for Templates for more information.
     3. Click OK.
     4. In the grid, select an option from the Related Workstep column for each form due date as needed.
   • Lock or unlock a form due date.

     If you lock a form in the template, the form is included in projects using that template based on the planned start. If the form is not locked, it is only added to projects created from this template after you save your changes.

     Click the icon in the Lock column to either lock or unlock the due date for projects.

   • Select a filing method.

   In the Filing Method column, select the method to be used for each form. The method you select will be the default used for projects created from the template going forward. If needed, you can select a different filing method in the project.

   If you change the filing method in the template, existing projects using the template are not updated with the new filing method.

5. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

Explain the components of the grid.

Component	Description
Form ID	Displays the ID of the form due date you have selected.
Lock Unlock	Indicates whether the form due date is locked in the template level. Click the lock to toggle the lock open or closed.
Name	Displays the name of the form selected in the ID column.
Related Workstep	Select an option to associate the form due date with a workstep.
Filing Method	Select the filing method to use for the form due date. The filing method you select is the default for projects created from the template going forward. If needed, you can select a different filing method in the project. Note: If you change the filing method, existing projects using the template are not updated with the new filing method.
Taxing Authority	Displays the taxing authority for the form due date.
Additional Info	Hover over the Instructions link to see a more detailed description of the form due date.