Using a Route Sheet or Status Tracker

The route sheet is a paperless solution that helps you follow a project through the office. The route sheet is the electronic equivalent of a paper route sheet or control sheet. The route sheet provides another view of the project. It is the view of the project that most people will see.

Use a route sheet as the primary tool for updating project information including, but not limited to:

• Status
• Milestone dates
• Worksteps
• Estimated hours to complete

If your firm licenses CCH Axcess Practice, Clocks and Time Capture are also available from the route sheet.

Route sheet layouts can be customized at the project type level if you have licensed Workstream Premier. To modify the content that is displayed on the route sheet, see Designing the Route Sheet Layout for more information.

To use the route sheet for a project, do the following:

1. Open the route sheet. Route sheets can be opened from any of the following products using the instructions shown below:
   • Workstream. Right-click a project in a Workstream view and select Open Route Sheet from the menu.
   • Return Manager. Select a return in the grid, and then click Route Sheet or Status Tracker on the Utilities tab of the ribbon.
   • CCH Axcess Tax. In a tax return, click Route Sheet or Status Tracker on the Manage tab of the ribbon.
   • Time Capture. Click Route Sheet or Status Tracker in the Workstream section of the Home ribbon.
   • ProSystem fx Tax. Close the return. When prompted to open the project, click Yes.

   • ProSystem fx Engagement. Select a binder, and then select Tools > ProSystem fx Workstream Interface > Open Route Sheet.

2. Review the information for the following:
   • Route sheet. Clickas needed to expand each section to view the project information. The available sections can vary depending on the route sheet layout.

     Section	Description
     Firm information	Read-only information about your firm.
     Client information	Read-only information about the client for this project.
     Statuses	Status information for the project and its work objects. If you have appropriate rights, you can update the statuses. This section is also where the options to work from the pool and to update the file holder can be edited. 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. If a CCH Axcess Tax return is linked to the project, you can click the return ID, in the Identifier column, to open the return. Clicking the link will close the route sheet, and all changes to the route sheet will be saved.
     Status History	View-only information about the history of status changes in the project.
     Project information	View or edit any of the following project information, depending on the permissions assigned to you. You can view more information about the data included in each section by clicking the links below. General information. Type, template, frequency, and period are display only. The ID, project name, complexity, and priority can be edited if you have access rights. Designations. Select whether the project is prospective or on hold as of a certain date. Estimated hours to complete. Estimated hours to complete is display only. Project deadlines. View or edit the planned and actual start and finish dates for the project. Milestone dates. View the milestone dates for the project. Form due dates. View or edit the form due dates for the project. Form due dates that have been overridden display in a red font. Note: You must have been granted the Override Form Due Dates permission to be able to edit form due dates. Roles. View or edit the roles and the staff assigned to that role for the project. Budget information. View the budget information for the project. Notifications. View the notifications for the project. Related projects. View the project's related projects. Custom fields. View or edit any custom fields for the project. The custom fields are set up by your firm. Delivery methods. View or edit the delivery methods for the project.
     Workstep information	View the workstep information for the project. Right-click a workstep to open it, mark it complete, or delete it. Note: A workstep cannot be deleted if time has been entered for it.

   • Status Tracker. The client ID and name display along with the return status. Update the status if you have rights to edit the return.
3. If needed, click any of the buttons in the button bar to perform that action.

Button	Descriptions
Open	Select to open the client, project, or a workstep associated with this route sheet. To open a workstep, you must first select a workstep.
Clock	Click to start a clock for the client and project associated with this route sheet. If you select a workstep, it will also be included in the clock. This option is only available if Time Capture is licensed and installed. Note: If an actual start date has not been recorded for a project you are entering time for, you might be prompted to enter one when you enter time.
Print	Click to print the route sheet. All sections will print even if they are collapsed.
Refresh	Click to update the data on the route sheet based on any changes that have been made to the project.
Enter Time	Click to open a time entry window. This option is only available if Time Capture is licensed and installed.
Project Notes	Click to display the following notes options: Project Notes. Click to add or view the notes for this project. You can click Previous or Next to navigate between the notes. See Managing Project Notes, Editing Notes for more information. Add Project Note. Click to open the new project note window. See Managing Project Notes, Adding Notes for more information. Notes Pane. Click to display the notes pane that lists all of the current notes for the project. Note: This option is not available with Status Tracker.

4. Click Save.