Newly released resource forecasting tools are now available in the latest version of CCH ProSystem fx Practice Management that are designed to make it possible for firms to plan their client work in weekly increments and for partners and billing managers to see client work planned for the upcoming week or for weeks in advance.
Some of the key new features in the product include a My Week Forecast tab, which allows employees to forecast their own time and call up hours they’ve been assigned; a Week at a Glance tab that lets managers and partners see who is working on which clients in a particular week; and a new resources dashboard that lets managers and/or schedulers balance workloads and identify upcoming bottlenecks.
“We often hear from our customer firms that they want to more efficiently monitor staff scheduling, without adding the complexity of scheduling software,” said Mike Ritchie, CCH director of product management for Accounting, Audit & Workflow Solutions. “With the new forecasting enhancements to our Practice Management solution, firms of all sizes can eliminate resource guesswork and see exactly where day-to-day productivity can be improved.”
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