How do I create a project type for CCH Axcess Workstream?

Project types are classifications that group similar projects together. A project type can be defined as a workflow in the office, such asĀ auditing, tax return preparation, or monthly bookkeeping. All projects are associated with a project type, which controls the data and behavior of projects. Each firm defines the project types that are most appropriate for its purposes.

  1. In Dashboard, select Configuration on the navigation panel.
  2. Click Types in the Workstream section.
  3. Click New on the button bar.
  4. Enter all required and applicable information for the project type.
  5. Click Save & Close to save the project type and close the window, or click Save & New to save the project type and create another project type.
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