Project Management
How Do I?
Updated!Setup
- Customizing Client Projects and SubProjects
- Setting the default client project
- Deleting Project Templates
- Deleting a SubProject Template
- Deleting a Client Project
- Deleting Client SubProjects
Reporting
More Info >>
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Project Management in Time can help reduce and simplify the administrative tasks of preparing, processing and assigning client-related work across your firm.
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Each type of project is categorized by project template in Time. A type of project can correlate with a service provided by your firm. You can predefine budgets, deadlines, issues and assignments in your project templates.
Reference >>
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Updated!Project Template properties and options
Projects in Time offer an extensive list of attributes to help define and manage your projects. Each project is manageable through project templates where you can pre-define properties, issues, and assignments for any type of project. For each project template you can define subprojects to further organize the areas in your project.
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Updated!Client Project properties and options
Use the project dialog to customize your client projects. You can modify or override project template details to such project properties as staff assignments and issues. Specify budget details for client project as well.
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Updated!Subproject Template properties and options
A subproject is an extension of Projects in Time. Use the Subproj Management dialog to further refine and categorize projects. Subproject templates are subsets of project templates. When you create a client subproject, the client subproject inherits subproject details from the subproject template.
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Updated!Client Subproject properties and options
You can customize subprojects for specific clients using the subproject dialog.
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Transactions Display on the Report
If there are any transactions on the report, deletion or deactivation of the client is not possible.
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Amounts are visible in the Outstanding column
Both invoices and cash receipts can be outstanding in a Payment History document. In order to deactivate the client after the year end close, it is necessary to issue credit notes for outstanding invoices and to perform account reconciliation for outstanding cash receipts.
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Both invoices and cash receipts are outstanding
If there are any transactions on the report, deletion or deactivation of the client is not possible.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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