CCH ProSystem fx Practice Management - Projects Administrator (Currently Unavailable)
Registration closed on June 4, 2024 at 12:00am Pacific Time
Date: Wednesday, June 5, 2024
Instructor: PCS Instructor
| Begin Time: |
12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
This course content focuses on features employees will use when creating and managing projects. Project Management list setup and creating projects are integral parts of this course, but the content includes additional setup and management features such as assigning employees to projects, establishing budget information, and scheduling budgeted time.
This course is excluded from all subscription packages.
Who Should Attend
Staff who create projects, set time budgets for projects, and assign staff to jobs.
Learning Objectives
- Setup Project Management lists.
- Copy Templates to clients.
- Copy existing client projects to other similar clients.
- Assign staff to projects.
- Establish time budgets for projects.
- Use Project Management utilities and other helpful features.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
