Table of contents

Assignments

Last modified 08:03, 24 Apr 2017
Table of contents

Topics in this Section

Topics
  • CCH Practice Management helps you carry out work for a client within a structured and organised system that allows for descriptive and accurate capture of WIP. This benefits you and your practice in the recording of information, encouraging a time-efficient and accurate billing process, and increased reporting flexibility. Clients benefit as they have a personalised workflow that is geared towards meeting their requirements. You can also easily keep your clients up to date because you know the type and cost of the work being carried out.
  • The Find Assignment results window allows you to view a summary of the assignments, schedules and jobs created for all clients across the business.
  • The Assignment Details page displays information about assignments you are carrying out for a client. The Client details, Assignment Name and Assignment Code are detailed across the top of the page. The page is broken down into a number of different tabs that allow you to quickly view and move back and forth between assignment information. You can change the display of the table by right clicking and choosing the Field Chooser option from the pop up menu to add or remove fields from the display.
  • When you click the Name field in the top table on the Find Assignments results page, the assignment, schedule or job details are displayed.
  • A task is an activity or the basic step that each employee does when carrying out work for the practice. A task forms part of a stage allocated to an employee category as part of a schedule.
  • A Stage is a series of related tasks grouped around the skill requirements and level of authority of the person assigned to complete them.
  • The Stage Category is the employee category that the Stage can be allocated to. When initially preparing the high-level plan for a client, the manager/partner will typically model the activity around a perceived skill requirement. They will have a reasonable idea of the degree of competency and management a job will require, and what level of employee should undertake the work.
  • The following information is valid only for the Assignments and Schedules job mode. After using the client creation wizard to add details for a new client, and the client page opens for the first time, you are prompted to add an assignment. Clicking Yes on the Add Assignment window opens the Add Assignment wizard.  You can also access this window via the Click here to add a new job link on the Job Sheet home page control and the Client page > Assignments tab.
  • The following information is valid only for the Assignments, Schedules and Jobs and Assignments, Schedules, Jobs and Job Time Recording job modes. After you have used the client creation wizard to add details to a new client, and when the client page opens for the first time, you are prompted to add an assignment. Clicking Yes on the Add Assignment window opens the Add Assignment wizard.  You can also access this window via the Click here to add a new job link on the Job Sheet home page control and the Client page > Assignments tab.
  • Note The following information is valid only for the Assignments, Schedules and Jobs or Assignments, Schedules, Jobs and Job Time Recording job modes. If a schedule template has been added to the selected assignment template, a schedule will be created and added to the assignment using the schedule template details.  If no schedule template is associated with an assignment template, a job will be created and added to the assignment.
  • Note The following information is valid only for the Assignments, Schedules and Jobs or Assignments, Schedules, Jobs and Job Time Recording job modes. If a schedule template has been added to the selected assignment template, a schedule will be created and added to the assignment using the schedule template details.  If no schedule template is associated to an assignment template, a job will be created and added to the assignment. A Schedule specifies the start and end date of the work to be carried out. Schedules are usually cyclical because the nature of the work involved in them can be repeated time and time again for the same client or another client. When specifying the start and end dates, you need to consider deadline dates that could be involved. The dates are used as the basis for calculating the default project start and end date from the offset dates defined in the schedule template.
  • Job details can only be deleted from the Client > Assignments tab. Your ability to delete a job will depend on the permissions assigned to you.
  • You can open an assignment in one of two ways. You can either: access it from the Client page and view all assignments attached to a particular client in the Assignment tab and open the one you want to work on OR go straight to the Assignment page by selecting the required assignment in the Find Assignments window.
  • There will be occasions when you will want to create a custom assignment because existing assignment templates do not describe the work that is required for a client. An assignment template represents professional services that are used repeatedly by the practice for different clients. An assignment represents professional services carried out by the practice for clients, such as: Compliance Tax Accounting Financial Planning
  • Assignment templates define day-to-day work that a practice carries out as professional services offered to clients. Assignment templates are maintained in the application so that they can be used to quickly set up the work to be done for clients.
  • A Schedule specifies the start and end date of the work to be carried out. Schedules are usually cyclical because the nature of the work involved in them can be repeated time and time again for the same client or another client. When specifying the start and end dates, you need to consider deadline dates that could be involved. The dates are used as the basis for calculating the default project start and end date from the offset dates defined in the schedule template.
  • Explains what the feature is, what its benefits are to the user or customer, when to use it , how to access it.
  • A Stage is a series of related tasks grouped around the skill requirements and level of authority of the person or area assigned to complete them.
  • There is a quick way to add stages to a schedule — you simply attach stages from a schedule template that exists in the system. Schedule templates list commonly used steps that you can use copy across to an assignment that you are setting up. You can allocate any of the stages listed or add a new one to customise a schedule to the needs of a client.
  • When you add a Stage to a Schedule, the employee category defaults to -UNSPECIFIED-. You can keep the default setting or for better control over resourcing and reporting, allocate the stage to a specific employee category. If you allocate the stage to: -UNSPECIFIED- it means that no specific person is assigned to complete the work. As a result, any employee can create a Timesheet against the Stage and Tasks. This is the system default and if your practice maintains this setting, there is no need to complete the steps below. a specific employee category — an example might be, Manager or Administration, it means that no one but an employee in the category selected can create a Timesheet against the Stage and Tasks.
  • A Schedule contains a vast amount of information about a job. When the job is complete, it is possible to reuse the schedule information. The process is called a 'roll-forward'. In rolling forward the schedule you can use the existing information or modify the values for actual, allocated or budget hours to account for an up coming period. The process provides the practice with a quick method of recreating schedules for recurring work.
  • A task is the  basic activity or step that each employee does when carrying out work for the practice. Each task has a code associated with it and is maintained in the system under a Task Code. A task could be any one of these examples: Allocate job Collate information Balance accounts Send for review Check accuracy Sign off work
  • You can setup the application to automatically add employees to an Assignment Team, or you can select the members of an Assignment Team manually.
  • If a practice wants to track budgets against actual figures, the practice: enters monthly entries into the Assignment Billing Timetable on the Assignment Details Page: Main tab to reflect expected billing levels customises their Home Page to include the Budget Variance Option to manage the budget variance information use the Assignment Budget Variance Report available from CCH Reporter to compare the arbitrary fee analyses to the budgeted billing activity entered through the Assignment Billing Timetable. Use of the functions is optional. These steps explain how to set up the Assignment Billing Timetable.
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