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Accountants Enterprise only

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titleTo allocate an employee to a stage
  1. Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens.

  2. Click the Schedule tab.

  3. Select a Schedule from the drop-down.

  4. Select a stage from the list. The row is highlighted.

  5. Click Allocations on the TASKS Tasks bar. The Allocations window opens.

  6. Enter the Employee Name. Click the ellipse button to find and select the employee using the Find Employees window. The Employee Category is automatically filled when the employee is selected.

  7. Select the Stage Category from the drop-down.

  8. Enter the estimated Hours required to complete the stage.

  9. Select the Due Start date from the drop-down calendar.

  10. Close the Allocations window. The selected employee is allocated to the stage.

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titleRelated topics
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Adding schedules to assignments

Adding stages to schedules

Setting up schedule templates

Creating a schedule from a template

Adding stages from schedule templates to schedules

Stage categories

Adding tasks to stages

Adding/changing milestone statuses on jobs/schedules

Rolling forward schedules

Milestones and schedules