Opening a Project

You can open a project from several places in CCH Axcess. Some of the most common ways to open projects are shown below. Use the option that best suits your workflow.

• From your Dashboard Home page. You can open projects from any of the Workstream panes that you add to your Dashboard Home page. Click a link below to learn more about using these panes.
  • My Assignments
  • Project Assignment
  • Project Pools
  • Project Status
• From the Application Links page in Dashboard. You must know the name or ID of the client for the project to use this method.
  1. Open Dashboard, click Application Links on the navigation panel, and then click Open project under Workstream. 
  2. Select the client for the project.
     1. Click the arrow next to the Client ID box to select to search for the project by client name, client ID, or both.
     2. Enter the client name or ID. As you type, clients who are potential matches display.
     3. When you see the correct client, select it.
  3. Select the project from the Project ID list.
  4. Click OK.
• From the Project Search view in Workstream. The Project Search view displays by default when you open Workstream. You must know the name or ID of the client for the project to use this method.
  1. Open Dashboard, click Application Links on the navigation panel, and then click Projects.
  2. Select the client for the project.
     1. Click the arrow next to the Client ID box to select to search for the project by client name, client ID, or both.
     2. Enter the client name or ID. As you type, clients who are potential matches display.
     3. When you see the correct client, select it.
  3. Select the project from the Project ID list.
  4. Click Open Project.
• From a project view in Workstream. Use this method if you want to open more than one project at a time.
1. Open Dashboard, click Application Links on the navigation panel, and then click Projects.
2. Double-click a project view in the navigation pane.
3. In the view grid, select one or more projects, and then click Open in the Edit group on the Home ribbon. You can also right-click the projects and select Open > Project.