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Projects

Add project templates

Project templates allow you to specify default information to add to projects for clients.

Before you begin

Make sure you're assigned to a permission group that has Project Templates enabled.

Add a project template

  1. In Onvio Center select
    Setup
    , then
    Project Templates
    .
  2. Select
    Add
    .
  3. Enter an
    ID
     and
    Name
     on the General tab.
  4. If your firm is not licensed for additional Onvio applications, or UltraTax CS, the
    Application
     field will remain None.
  5. You can keep the
    Status
     as Not Started on the template so that when you add projects to clients the initial project status is accurate. To add a custom status to this list:
    1. Select the
      Status
       dropdown, then choose
      Add Status
      .
    2. Add a description, then select
      Save & Close
      .
  6. Target dates apply to Onvio Firm Management Advanced firms only. You can set the target dates for a pre-determined time before the project's due date, or for a pre-determined time after the actual received date.
  7. Setting staff as
    Primary Assignments
     ensures that they quickly see projects they are responsible for under the
    My Assignments
     area on the home screen.
  8. Choose how to store documents related to the project with the
    Document Folder Option
     field. This ensures that client document folders automatically generate when you create the project.
  9. On the
    Recurrence
     tab, under
    Allow only one series of this Project Template per Client
    :
    • Select
      Yes
       if you want to create a project only once. For example, a tax return of a particular year for a client.
    • Select
      No
       if you want 2 projects with the same due date, names, etc., on the client at the same time. Use this for multiple audits occurring at once, for example.
  10. Use options on the
    Recurrence
     tab to specify how often the project will occur, when the project will be due and set options for Project and Task Generation options.
  11. Choose a
    Generation Method
     for the next instance of the project:
    • When the current is complete:
       When you finish a project, the next one will automatically generate. Use this for projects like payroll that you want to happen right away.
    • Specified days until the next due date:
       You can use this option for 1040 tax returns so that the project generates a certain number of days before the filling deadline, rather than immediately after completing the current tax returns.
    • When I manually create it:
       This is helpful for consulting or tax planning projects that may not occur every year, but you want to add as needed in the future.
  12. The
    Tasks
     tab is available if your firm is licensed for Onvio Firm Management Advanced.
  13. On the
    Time and Billing
     tab, you can link services to this project and enter invoice descriptions to streamline billing. You can also include budget information if your firm is licensed for Onvio Firm Management Advanced.
  14. Select
    Save
     when you're finished.

This article applies to:

  • Product: Onvio
  • Audiences: Staff