Message-ID: <1977404614.6259.1711644365820.JavaMail.tomcat@ip-10-129-228-235> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_6258_1580754418.1711644365819" ------=_Part_6258_1580754418.1711644365819 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html Updating milestones on job sheets

Updating milestones on job sheets

Accountants Enterprise with Practice Manager only

There is a direct link between the following status options and the assi= gnment schedule stage status options:

  • In progress

  • Complete

  • Problem

  • Risk.

When you update a linked milestone in the Job Sheet&nbs= p;homepage, the linked schedule stage is updated on the assignment schedule= . The reverse is also true (i.e., if you update a linked assignment schedul= e stage, the linked milestone on the homepage is also updated).

You can add task statuses to the Task Status windo= w and use them to update the status of schedule stages on the Assig= nment Details page > Schedule tab.

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While milestone st= atuses and assignment schedule stage statuses are only linked to the In progress, Complete, Problem=  and Risk status options, updating a linked sche= dule stage with a user-created task status clears the status of the milesto= ne on the homepage.

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When using Clear Status for a linked milestone on = the homepage control, the status in the linked assignment schedule stage wi= ll be set to Not Started.

If you decide to change the description of the following task status opt= ions on the Task Status window =E2=80=94 In prog= ress, Complete, Problem, Risk =E2=80=94 the homepage is updated with t= he new description. These changes are displayed in the homepage next time y= ou start the application.

 

 

 
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