Accountants Enterprise with Practice Manager only

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.

1. Click the Assignments tab.

All existing assignments are listed.

1. 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.

1. 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.

1. Enter the employee Assigned To the job.

Click the magnifying glass button to find and select an employee from the

Find Employees

window.

1. Specify the Budget for the job.

2. Enter a Target completion date for the job.

1. Enter Notes, if required.

2. Click Finish.

The Client page > Assignments tab opens with the newly created job attached to the assignment.

Related topics

Assignments

Adding schedules to assignments — other* modes

Schedules

Milestones

Working with assignments