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Accountants Enterprise with Practice Manager only

* The following information is valid only for the Assignments, Schedules and Jobs or Assignments, Schedules, Jobs and Job Time Recording job modes.

 

To add a job to an assignment

If a schedule template has been added to the selected assignment template, a schedule is created and added to the assignment using the schedule template details.

If no schedule template is associated with an assignment template, a job is created and added to the assignment.

  1. Find and open the client. See Finding and opening clients and contacts. The Client page opens.

  2. Click the Assignments tab. All existing assignments are listed.

  3. Right-click the assignment to which you want to add the job and select Add Job. If no schedule template has been detected for the selected assignment, a job is created and the Add Job/Schedule window opens.

  4. Enter/modify the following details if the selected template does not already display them:

    1. Enter the Job details. This field defaults to the current year but it can be overtyped or selected from the drop-down.

    2. Enter the employee Assigned To the job. Click the magnifying glass button to find and select an employee from the Find Employees window.

    3. Specify the Budget for the job.

    4. Enter a Target completion date for the job.

    The responsibility details are not available on this window (they are only applicable when adding new assignments to clients).

  5. Enter Notes, if required.

  6. Click Finish. The client page > Assignments tab opens with the newly created job attached to the assignment.