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CCH Software User Documentation

Setting up a Schedule Template

A schedule template is an efficient and quick method of setting up a client-specific workflow that can be reused for different assignments. The information in this topic is only applicable if the selected Job Mode is Assignments and Schedules. For more on Job Modes see Using Job Modes.

Using Schedule Templates

schedule template defines the sequence of stages necessary for carrying out a specific job or assignment. Each stage of work details the employee category that will be responsible for completing the stage, budget information on the work to be done, start and end dates, and the task codes that will appear on Timesheets. Once created, a schedule template can be reused for various assignments.

Schedules allow for the planning and tracking of the steps or stages involved in an assignment for a client.

The system administrator usually creates and maintains schedule templates.

Creating a Schedule Template

  1. From the main menu, select Maintenance > Assignment Templates.
    The Assignment Templates window appears.

  2. From the list of assignments, select the assignment you want to create a schedule template for.

  3. In the lower half of the Assignment Templates window, click the Schedules tab.

  4. In the table in the Schedules tab, Enter details in the table:

  • Enter the step number, for example 1, in the Step field.

    Create them in multiples of 10.

    This will allow you to insert steps at a later point in time.

  • Enter a description for the stage (e.g. Commence Assignment or Prepare Draft Accounts) in the Stage Description field.

  • From the Predecessor drop down list, select the preceding step if any, or select None (0).

  • Enter the Budgeted Time.

  1. Click the Milestones cell, and expand the drop down list that appears.  If you have created milestones for the Assignment Type in the Maintenance > Assignment > Milestones window, the milestones will be available for selection.  Select the milestone.

  2. Press [Enter]. The step moves to the next row.

  1. Click the Expand button against the Step number. The step expands to reveal the following columns:
    Employee Category
    Budgeted Time
    Sign Off
    Start Date Offset
    End Date Offset

    Expanded step - example

  1. Click the Employee Category cell to access the drop down list and select the category that will carry out the stage.

  2. In the Budgeted Time cell, enter the number of hours the selected Employee Category will take to complete the stage.  This can later be compared with the actual time taken to complete the step.

  3. Click the Sign Off field if the stage requires it.

    The Sign Off check box is used to mark the stage as complete. This is usually carried out by particular positions in the practice such as:

    • Assignment Manager
    • Assignment Partner
    • Client Manager
    • Client Partner

    Selecting this check box means that only the people who hold the particular positions selected can sign off or complete a stage.

  4. Enter the Start Date and End Date Offsets. The number of days will be used to calculate the Projected Start and End Dates.

    Date Offsets are the number of days either side of the start and end dates that can be allowed for flexibility in commencing or starting a stage. The number of days in the offset are used to calculate the Projected Due Start Date and the Projected Due Complete Date.

  5. Click the Tasks button to attach task codes to the stage.

  6. In the Task Code Allocation window, select the Task Codes to be associated with the stage. Add or remove tasks as appropriate for the stage.

  7. Click OK to close the task code allocation window.

  8. Repeat steps 3 to 11 to set up additional stages for the assignment entering the:

  • next sequential number in the Step field,

  • preceding Step number in the Predecessor field.

  1. When you have finished entering all the stages, in the Schedule Templates Maintenance window, click OK .


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