Project templates
The shape of a project before it has a client. A phase names a role and never a person — the project names who fills each role, and that is what puts someone on the phase.
| Template | Department | Roles | Phases | Tasks | Projects open | Action |
|---|---|---|---|---|---|---|
| 401(k) plan audit | Audit | 5 | 5 | 11 | 1 | Open |
| Financial statement audit | Audit | 6 | 5 | 7 | 3 | Open |
| Individual return | Tax | 5 | 7 | none | 1 | Open |
| Monthly close and filings | CAS | 5 | 4 | 17 | 1 | Open |
| Partnership return (1065) | Tax | 4 | 5 | 22 | 1 | Open |
| Nonprofit audit · December year end | Audit | 6 | 8 | 64 | 1 | Open |
| CAS monthly engagement | CAS | 4 | 6 | 93 | 1 | Open |
