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Adding schedules to assignments
Accountants Enterprise with Practice Manager only
A schedule specifies the start and end date of the work to be performed. Schedules are usually cyclical because the nature of the work involved in them can be repeated time and time again for the same client or another client.
When specifying the start and end dates, you need to consider deadline dates that could be involved. The dates are used as the basis for calculating the default project start and end date from the offset dates defined in the schedule template.
The rules for deciding if a schedule or a job is added to an assignment are:
If a schedule template is added to an assignment template, a schedule will be created and added to the assignment using the schedule template details.
If no schedule template is associated to an assignment template, a job will be created and added to the assignment.