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:
  1. 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
  2. Click Run.
  3. Click OK.
  4. 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. 
  5. 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. 
  6. A message will display indicating the number of binders affected. 
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