When billing, time and expense entries can be sorted and billed by project. Time and Expense - when entering transactions for a client you can reference the project associated to that client.For examples of templates, see here.Īfter you have set up projects, you can reference specific client projects for other areas in Time: Ensuring templates follow a model that is consistent and suited to your firm enables you to easily leverage many of the features and commands available from Time.
![caseware idea project reference caseware idea project reference](https://image.slidesharecdn.com/auditanalyticsandtheagileauditor-180723183533/95/audit-analytics-and-the-agile-auditor-1-638.jpg)
The client project is fully customizable and you can override any template defaults if they do not apply for that specific client.ĭefining the proper set of project templates establishes a good foundation for projects and practice management. When you create a client project all details specified in the template are automatically applied to the client project - saving you time. Client Projects - client projects are derived from project templates.Templates form a guideline for client projects all details defined in the project template are inherited by its client projects. Use Project Templates to outline the common areas of each service, such as budgets, deadlines, issues, staffs, clients and roll-forward. Project Templates - templates serve as a draft for the types of services offered by your firm (for example, audit or tax).You can realize the following benefits when organizing your client work using project management: Project Management in Time can help reduce and simplify the administrative tasks of preparing, processing and assigning client-related work across your firm. You are here: Help Topics > Setting up your file > Project Management > Project Management Overview Project Management Overview