Cch workstream how to delete a project
WebRight-click the workstep in the grid at the top of the window and select Delete. You can also select the workstep and then click the Delete button. Click Delete on the … WebNov 4, 2024 · Today, Wolters Kluwer Tax & Accounting announced the addition of the CCH Axcess™ Workflow expert solution to its award-winning CCH Axcess™ cloud-based tax preparation, compliance and workflow management platform. By combining key features in the XCMworkflow® accounting workflow software with the innovative integration …
Cch workstream how to delete a project
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WebSelect an item in the grid and click Delete on the button bar, or right-click an item in the grid and select Delete from the menu. Press Enter or click another row to save … WebWorkstream Views. Select Project Notes in the Show/Hide section of the Views ribbon. Project profile. Open a project profile and click Notes in the navigation panel. Information in the grid can be rearranged to suit your needs. Note: From any Project view, you can see if a project has notes and whether they are unresolved.
WebTo reopen a project, do the following: Open Dashboard, click Application Links on the navigation panel, and then click Projects under Workstream. Double-click the Completed Projects project view in the navigation pane. Right-click the project that you want to reopen and select Reopen Project. WebNote: The staff name comes from the Report Name fields in the staff member's profile in CCH Axcess Staff Manager. Sign-offs made by one user are immediately visible to other users. It is not necessary to refresh the page to update the sign-off status. Note: Signing off on a leadsheet does not lock the leadsheet. If, after sign-off, there are ...
WebIn Workstream, work is organized as projects, which can be any task or collection of tasks that has a deliverable associated with it. You can set up projects with due dates. Then, if needed, you can add worksteps, employee assignments, … WebPut Detailed Project Information Right at Your Fingertips. Watch Video Simplify tracking of work and ensure consistent project management processes. With CCH Axcess Workstream, you can monitor due dates, …
WebClick Projects under Workstream on the Application Links tab in Dashboard. To set filters for an existing view, double-click the view in the Navigation pane. To create a new view, right-click the Navigation pane and select New View. You can also click New View in the Manage group on the Views ribbon. In the View Filters pane, select the View Type.
WebDo any of the following as needed: Add or remove statuses from the graph. Clear the check box for a status to remove it from the graph. Select a check box for a status to add it to the graph. View the total number or percentage of projects at each status. command to install node packagescommand to install npmWebTo remove a child workstep from the group, select one or more child worksteps, and then click Remove from Group. Repeat the previous step as needed until no child worksteps remain in the group. Click Save. In the worksteps grid, select the group you want to delete. Click Delete. Click Delete again to confirm the deletion. Click Save. command to install mongodb in windowsWebThis video explains how CCH Axcess™ users can set up custom views in CCH Axcess™ Workstream. Learn about additional training options by visiting: http://bit.... command to install node moduleWebSelect one of the following options from the menu. Explain the menu options. Removing Pages If you have added a page in error, or find that you no longer need a page, you can remove that page by right-clicking the tab and selecting Remove Page. You cannot remove the last remaining page. dry mix concrete truckWebCCH Axcess™ Workstream - Batch Project Creation - YouTube This video explains how CCH Axcess™ Workstream users with appropriate security settings can create projects in batch, for... drymix asphalt in a bagWebMar 22, 2024 · Details. The Data Axcess Utility (DAU) data does not have a version number and does not follow the same release schedule as CCH Axcess™ Practice or CCH Axcess™ Workstream. Use the installation date to determine which version is installed and the following release history to know which improvements you may be missing. Also see: command to install nslookup in linux