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Setup

Practice CS: Assign Projects to Administrative Clients

When adding a project to an administrative client, Practice CS looks at the following 2 items:
  1. Does the Project have Tasks assigned to it?
  2. If the Project does have Tasks assigned to it, are those tasks using administrative Activities?
If the answer to question 1 is no, Practice CS will add the project with no changes in procedure.
If the answer to question 1 is yes and the answer to question 2 is yes, Practice CS will add the Project with no changes in procedure.
If the answer to question 1 is yes and the answer to question 2 is no, Practice CS will remove any non-administrative activities from the Tasks, then let you save it. It would be up to the person adding the Project to edit the Tasks and add administrative Activities to them.
Here is a screenshot of a project, added to an administrative client, with administrative Activities assigned to the Tasks. Notice that the Activity ID shows for each task.
Project Tasks
Here is a screenshot of a project, added to an administrative client, with non-administrative Activities assigned to the Tasks. Notice that the Activity ID has been removed from each Task.
Project Tasks with non-administrative activities
If you attempt to save a project to an administrative client that has non-administrative Activities, you will get the following error message.

Error message

A Schedule Item with an administrative Client can only be associated with an Activity that is also administrative.

This article applies to:

  • Product: Practice CS
  • Subject: Setup