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This article applies to:

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

Set up completion and extension events on projects and tasks

You can use UltraTax CS status events to complete or extend Practice CS projects or tasks automatically.
  1. Set up Practice CS and UltraTax CS for integration and data sharing.
  2. In UltraTax CS, create a completion or extension event.
  3. In Practice CS, select
    Setup
    , then
    Firm
    .
  4. In the
    Preferences
     tab, select
    Integrate this firm with other solutions
    .

Add events to a current project or task

  1. Select
    Actions
    , then
    Manage Projects
    .
  2. Select either the
    Projects
     tab or the
    Tasks
     tab. The following steps reference projects, but if you select the
    Tasks
     tab, replace “Project” with “Task” in the steps.
  3. Create a filter:
    1. Filter by
      Project Template ID
       or
      Project Template Description
      .
    2. Set the method to
      is in the list
      Method
      .
    3. Select the ellipsis and select the projects you want to assign the event to.
    4. Select
      OK
      .
  4. Select the 1st project in the list to highlight it.
  5. Scroll to the bottom of the list of projects.
  6. Hold the
    Shift
     key and select the last project in the list. All the projects should now be selected.
  7. Right-click the selected projects and select
    Edit Selected Projects
    .
  8. Select
    Change project information
     and select
    Next
    .
  9. Select
    solution
     as the field you'd like to update and select
    UltraTax CS
     as the solution.
  10. Select the event you want to assign to the project. You can't assign an extension event to a task because tasks can't be extended.
  11. If the event you want to assign is not listed, populate a list of UltraTax CS completion events.
  12. Select
    Finish
    .
  13. Select
    Yes
    .

Add to a project or task template

If you want the event to be assigned to future generations of the project or task, add it to a template.
  1. Select
    Setup
    ,
    Templates
    , then
    Projects
    .
  2. Select the project template you want to change and select
    Edit
    .
  3. To change a project template, select the
    Main
     tab.
  4. To change a task template, select
    Tasks
    , then double-click on the task you want to change.
  5. Select the
    Select Solution
     dropdown and select
    UltraTax CS
    .
  6. Use the
    Completion event
     or
    Extension event
     dropdown to assign an event. You can't assign an extension event to a task because tasks can't be extended.
  7. If the event you want to assign is not listed, populate a list of UltraTax CS completion events.

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