Project management

Using the Task Selection dialog to update projects and tasks

  1. In the Time & Expense Entry screen, select the client and engagement for the time or expense transaction you are entering.
  2. In the
    Project
     field, select the project that you want to update from the drop-down list.
    note
    This field is available only if you are licensed for the Project Management module.
  3. Select the Folder with green checkmark button next to the
    Project
     field to open the
    Task Selection
     dialog.
    note
    If you would like to have this dialog open automatically during Time & Expense Entry, choose Setup > User Preferences, go to the Time & Expense Entry tab, and mark the
    Auto display Task selection
     checkbox.
  4. From the grid, select the task that you want to update for the time or expense entry.
    note
    • The grid shows only tasks assigned to you. If you would like to see others’ tasks and/or unassigned tasks, mark the
      Show all tasks
       checkbox.
    • If your firm is licensed for the Staff Management module, the grid also shows tasks from the work queue for which you are qualified.
  5. Change the Project Information (Priority or Tracking status), Due Date extension, and/or the Actual Started and Completed Dates for the task, as needed.
  6. Select
    OK
     to return to the
    Time & Expense Entry
     screen.

This article applies to:

  • Product: DT Practice