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This article applies to:

  • Product: UltraTax CS,Practice CS
  • Subject: Integration

Populate UltraTax CS completion events in a Practice CS project template

The Practice CS Project Management module lets you specify an event in UltraTax CS that, when logged, automatically updates the tracking description on a project or task to
Completed
.
To ensure this process works correctly, make sure the completion event you enter in the project or task matches the event description in UltraTax CS exactly. You can ensure the events match by populating the list of events from UltraTax CS in Practice CS using the following steps.
  1. In Practice CS, go to
    Setup
    Firm
    .
  2. Go to the
    Preferences
     tab and verify that you've marked the
    Integrate this Firm with other solutions
     checkbox. If not, mark it and select
    Enter
     to save the change.
  3. Open UltraTax CS.
  4. Select
    File
    , then
    Open Client
     and open a client.
  5. Log any event for the client by selecting
    Utilities
    , then
    Client Status
    , or using the
    F5
     key.
  6. Select
    File
    , then
    Close Client
    .
  7. In Practice CS, go to
    Setup
    Templates
    Projects
    .
  8. Select a project template, then
    Edit
    .
  9. In the
    Solution
     section, select
    UltraTax CS
     from the
    Select solution
     dropdown.
  10. Use the
    Completion Event
     dropdown to verify that Practice CS now displays the UltraTax CS status events in the list of available items.
  11. To set the completion event for this project or task, select the event from the list.
  12. If needed, set an extension event. The UltraTax events will also appear in this list.

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