Set a solution for a project or task

Add a solution

In Practice CS, go to
Setup
.
Select
Templates
, then
Projects
.
Select the project template, then
Edit
.
To add a solution to the project, stay on the
Main
tab. Use the
Select solution
dropdown to choose the solution.
To add a solution to a task, go to the
Tasks
tab, highlight the task, and select
Edit
. Use the
Select solution
dropdown to choose the solution.
Select
OK
.
Select
Enter
to save your changes.

In Practice CS, select
Actions
, then
Manage Projects
.
Right-select the project and select
Edit Selected Projects
.
To add a solution to the project, stay on the
Main
tab. Use the
Select solution
dropdown to choose the solution.
To add a solution to the task, select the
Tasks
tab, highlight the task, and select
Edit
. Use the
Select solution
dropdown to choose the solution.
Select
OK
.
Select
Enter
to save your changes.

Add UltraTax CS as a solution

In a project or task template, you can't choose a specific year of UltraTax CS.
In a client project or client task, you'll need to choose a specific year of UltraTax CS.
Add UltraTax CS as a solution if you want to use completion events and extension events.

Add Microsoft Word or Microsoft Excel as a solution

You can enter a file path to open a specific Word or Excel document. Select the ellipsis next to the
File path
field and go to the file.
If you don’t specify a file path, Practice CS opens Word or Excel to a blank screen. You'll need to manually open your document.

Add Other as a solution

If you select
Other
, specify a solution path for Practice CS to link to the application. Select the ellipsis next to the
Solution path
field and select the
EXE file
for the application.
You can't use the Other solution to open a specific document or client. Practice CS opens the program based on the EXE file, but doesn’t open any data within that program.