Solutions are used to link Practice CS projects and/or tasks to other applications. Once a solution is added to a project or task, an icon appears in the Solution column of any project screen (such as Actions > Manage Projects). Clicking the solution icon will trigger certain actions depending on which solution is assigned.

Below is a list of available solutions. Click the link to view the corresponding actions:

UltraTax CS

Accounting CS

Financial Analysis CS

Fixed Assets CS

Microsoft Word

Microsoft Excel

Other

*The Desktop Timer will only start if you have security access to timers and have Start Timer for Projects marked in Setup > User Preferences > Time & Expense Entry tab.

Add solution

To a project or task template:

1. In Practice CS, go to Setup.
1. Choose Templates, then Projects.
2. Select the project template, then the Edit button.
3. To add a solution to the project, stay on the Main tab. Select the Select solution drop-down and choose the solution.
4. To add a solution to a task, go to the Tasks tab. Highlight the task, then select the Edit button. Use the Select solution drop-down and choose the solution.
5. Click OK.
6. Click Enter to save the changes.

To a client project or client task:

1. In Practice CS, go to Actions then Manage Projects.
2. Right-click the project and choose Edit Selected Projects.
3. To add a solution to the project, stay on the Main tab. Use the Select solution drop-down to choose the desired solution.
4. To add a solution to the task, click the Tasks tab. Highlight the task, then select Edit. Use the Select solution drop-down to choose the desired solution.
5. Click OK.
6. Click Enter to save the changes.

Additional instructions

There are special considerations for the following solutions. 

Adding UltraTax CS as a solution:

• In the project or task template, you can't choose a specific year of UltraTax CS as the solution.
• In the client project or client task, you'll need to choose a specific year of UltraTax CS as the solution. If you don't see the current year as an option, see Current year of UltraTax CS not an available solution on a project or task .
• You'll want to add UltraTax CS as a solution if you want to utilize completion events and extension events. See Setting up completion and extension events on projects and tasks.

Adding Microsoft Word or Microsoft Excel as a solution:

• You have the option of entering a file path to open a specific MS Word or MS Excel document. To do that, select the ellipsis button next to the File path field and browse to the file.
• If you don't specify a file path, Practice CS will open MS Word or MS Excel to a blank screen and you'll have to manually open the document.

Adding Other as a solution:

• If you choose Other as the solution, you'll need to specify a solution path for Practice CS to link to the solution.  To choose a solution path, click the ellipsis button next to the Solution path field and choose the .exe file for the solution.
• You can't use the Other solution to open a certain document or client. Practice CS will open the program based on the .exe file, but won't open any data within that program.

Related topics

Projects generate with the prior year of UltraTax as the solution

Solution icon blank in project or task record

Was this article helpful?

Yes No

Submit