CCH ProSystem fx Practice Management - Project Administrator

This course content focuses on features employees will use when creating and managing projects. Project Management list setup and creating projects are integral parts of this course, but the content includes additional setup and management features such as assigning employees to projects, establishing budget information and scheduling budgeted time.

Type: Single Client Training, Multi-Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic

Objectives

• Setup Project Management lists
• Copy Templates to clients
• Copy existing client projects to other similar clients
• Assign staff to projects
• Establish time budgets for projects
• Use Project Management utilities and other helpful features