Setting General Project Information

In the project profile, you can manage general project settings, including:

• Workflow information
• Project designations
• Estimated percentage complete
• Questions

To manage general information, do the following:

1. Open the project profile.
2. Click General Information on the navigation panel.
3. Set the workflow information for the project. Some data in the Workflow information section is inherited during the project creation process and cannot be changed.

Component	Description
Client	Displays the client name assigned during project creation.
Frequency	Displays how often the project is completed. For example, if the frequency is quarterly, four projects are created. Frequency is not editable after the project has been created.
Period	Displays the name and number of the period assigned during the creation.
Do not roll forward	Select this check box if you do not want the project to be rolled forward. This project-level option overrides the roll forward rules set in the template.
Project ID	Displays the Project ID assigned when the project was created. Project ID can be edited, provided you have the assigned permissions. The ID can be up to ten alphanumeric Any number, any letter, and any special character. characters and does not need to be unique.
Project name	Displays the project name assigned during project creation. Project name can be edited if you have the assigned permissions.
Project type	Displays the project type name assigned during the project creation.
Project template	Displays the template name assigned during the project creation This name cannot be changed after the project has been created. Project template does not display for projects created without a template.
Complexity	Select the appropriate complexity based on the work to be done with your project. Assigning complexity levels to projects or worksteps can simplify the process of assigning tasks to staff since it can describe the level of skill needed to complete the project. For projects created from a template, the complexity is set by the template during the project creation.
Priority	Select the appropriate priority for your project. The priority can be used to set a project's importance or urgency so schedulers and firm management will know, based on the priority assigned, that a project or workstep should be scheduled faster or earlier than others. For projects created from a template, the priority is set by the template during the project creation.
Project status	Select the appropriate status for your project. Statuses describe how close projects are to completion. The status is set during the project creation. The status will be updated as work is completed on the project. Notes: If you change the status of the project to Completed, you are prompted to update or confirm the actual finish date. If a project workstep is not completed, you also are prompted to either mark it as complete or as not applicable.
Status history	Click to display the history of status changes in a new window.
Primary service type	Displays the primary service type of the project, such as audit planning or bookkeeping. The primary service type cannot be edited. This information only displays if a primary service type was assigned to the project type used to create this project.

4. Select from the options in the Project designations section. Explain the project designations components.

Component	Description
Prospective	Select this option to indicate that a project is not final. This option can be used when your firm is bidding on work and has not received a final contract.
On hold	Select to place a project on hold as of the date you select. When a client is put on hold, you are prompted to also put that client’s projects on hold.
Working from the pool	Select this option to denote that a project is waiting for staff to begin work. In your firm, work may come in and not be assigned to a specific individual. In this instance, the file holder can be set to In the pool until a staff picks up the work. The file holder can be updated at that time.
File holder	Select to keep the project in the pool, assign the project to you, or, if you have the necessary permissions, assign it to a different staff member.
Office	Select the office to which the project applies.
Business unit	Select the business units to which the project applies.
File holder, Office, Business unit history	Click to display the history of file holder, office, and business unit changes in a new window.

5. Expand the Estimated percentage complete section to view the estimated percentage complete per original budgeted hours, which is a percentage calculated by comparing the actual accumulated hours to the budgeted hours planned for the project. Budgeted hours are determined when the project is created or recalculated. Actual hours are accumulated as staff enters time throughout the project.

6. Answer the questions in the lower section of the window to identify how you want to track specific elements in your projects. Hover over the bubble help button following each item for more detailed information.

   Note: If the item was locked at a higher level, meaning the type or template, the lock symbol is gray.

• You cannot select No to Track statutory due dates if Use CCH forms to set the statutory dates is locked.
• You cannot select No to Use worksteps if Require worksteps during time entry is locked.
• You cannot select No to any question if the objects (for example, CCH forms or rules) are locked in the project.
• If you change the option to use worksteps to No, all project worksteps will be deleted, even if they are marked complete.

7. Do one of the following:

   • Update one project. Click one of the Save options or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window. An error message displays if you click this button before entering all required information.
   Save & New	Saves the changes and opens a new window. An error message displays if you click this button before entering all required information.
   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.

   • Update multiple projects individually. Click one of the Save options or Cancel.

   Button	Description
   Save & Previous	Saves your changes and moves to the previous record.
   Save & Next	Saves your changes and moves to the next record.
   Save & Close	Saves your changes and closes the window.
   Cancel	Closes the window without saving any unsaved changes.

   • Update all selected projects. Click Reset, Continue, or Cancel.

   Button	Description
   Reset	Discards your changes in the current window and resets all sections back to their previous state.
   Continue	Compiles your changes, closes the window, and displays the All Selected Confirmation window, allowing you to review the detail of your changes. When you click Continue, the All Selected Confirmation window displays, allowing you to review the detail of your changes. Select or clear boxes to apply or remove your changes, and then click Apply.
   Cancel	Closes the window without saving your changes.