Routing sheet
The Routing Sheet report shows the status of project tasks and which tasks need sign off before the next tasks can begin.
note
This report is available only if you're licensed for the Project Management module.
View and print the Routing Sheet report
You can use either of the following methods:
- SelectFile,Print Reports, thenRouting Reports.
- If you have security permissions, right-click in theManage Projectsscreen and selectPreview Routing Sheets for Selected Projects, thenPreviewfrom the context menu.tipYou can also selectPreview Routing Sheets for Selected Projects, thenSelect Reportto select any custom report based on theRouting Sheet reportand set options for the selected report.
Security permissions for reports
When you enable security permissions for a report on the
Security Groups setup
screen, Practice CS may also give access to view the data available on the report. Also, when you remove the permission to view data, Practice CS may also remove access to related reports. Go to the
Privileges changed
pane on the Security Groups setup screen
to check which permission changes Practice CS has made after you enable access to a report.For this report, if you've not enabled permissions for the
Menu, Setup Menu, Clients, View
security option, Practice CS will enable full access to it.If your firm has multiple offices, you may want to remove permissions to information for other offices.
