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Project Management

Update projects and tasks

Follow these steps to update projects and tasks.
  1. In the Time & Expense Entry screen, select the client and engagement for the time or expense transaction you're entering.
  2. In the
    Project
     field, select the project to update.
    note
    This field is available only if you are licensed for the Project Management module.
  3. Select Project next to the
    Project
     field.
    tip
    If you want the Task Selection window to open automatically during Time & Expense Entry, select
    Setup
    ,
    User Preferences
    , then the
    Time & Expense Entry
     tab and mark the
    Auto display Task selection
     checkbox.
  4. Select the task to update.
    note
    • The grid displays 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.
  5. Make any changes to the project information (priority or tracking status), due date extension, and the actual started and completed dates for the task.
  6. Select
    OK
    .

This article applies to:

  • PRODUCT: Practice CS