Adding an Assignment

Add an assignment from a template

1. Select the Add from template option.
2. From the list of existing templates in the table below select a Job from the list or type over the existing text.
3. Select the Assignment Template Group for the assignment. If the client is an organisation, select the Limited option. If the client is an individual, select the Individual option. A list of relevant templates will be displayed in the table below.
4. From the list of existing templates, select the template(s) you would like to add to the client.
   - A tab page is created next to the Client Details tab for each selected template.  For example, if you select a template called Audit, a tab called Audit is created.
   - The window title updates from Step 1 of 1 to Step 1 of 2.  
5. Click the newly created tabs to enter the Job/Schedule details.
6. Enter the Job, Assigned to, Budget and Target.
7. Enter Notes if required.
8. Specify the Partner, Manager, Company and Centre.
9. Select the Department, Office and Nominal.

Add an ad hoc assignment 

1. Select the Create New Assignment option if you want to create a bespoke assignment.
2. In the blank row in the table below enter the name of the Assignment, the assignment Code, and then select the Category.
3. Click Finish to create the assignment.

The Assignment Details page displays information about assignments you are carrying out for a client.

The tabs under assignment look like this and dynamically updates as you click on each tab.

The Client details, Assignment Name and Assignment Code are detailed across the top of the page. The page is broken down into a number of different tabs that allow you to quickly view and move back and forth between assignment information.

You can change the display of the table by right clicking and choosing the Field Chooser option from the pop up menu to add or remove fields from the display