How do I bulk edit binder team and staff assignment in CCH® ProSystem fx® Engagement or Workpaper Manager?
Starting in v2018 of CCH® ProSystem fx® Engagement or Workpaper Manager, the Admin Views utility can be used to bulk edit or assign/unassign staff from binders.
To assign or unassign staff groups:
To assign or unassign staff groups:
- In the Admin Views utility (located in the ?:Pfx Engagement\Common\Utilities folder, where ? is the drive where the program was installed), expand Binder Views, and select Binder Staff or Binder Teams.
- The Admin views utility can only be launched from the server where the Admin module is installed.
- For more information about the admin views utility and it's functions, please review the article How do I use the Admin Views Utility in CCH® ProSystem fx® Engagement or Workpaper Manager?
- Click Run.
- Click OK.
- Select the box next to the binders that you want to edit, or select the box at the top of the list to select all binders.
- Under the Bulk Edit option, click one of the following:
- Assign staff to add additional or new staff accounts to the binder.
- Unassign staff to remove one or more existing staff accounts from the binder.
- Assign team(s) to add additional or new teams to the binder.
- Unassign team(s) to remove one or more existing teams from the binder.
- If you choose Unassign staff or Unassign team(s), a message will display asking you to verify your choice. Click Yes to proceed, No to cancel.
- A message will display indicating the number of binders affected.
Solution Id | 000214025/000087795 |
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