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- On the Assignment Types window, you can add and maintain the types of assignments, and specify if the type is chargeable, external, inclusive of time and if the type has a nominal account. The Nominal Account code indicates where the bill value of the time is posted to for the assignment type.
- An Assignment Template includes the name of the client’s assignment and is linked to an Assignment Type so that the assignment properties are defined automatically. At least one assignment should be associated with a client before time or disbursements can be recorded for the client. You can either create a custom assignment template specifically for the client or attach an existing assignment template to the client.
- Milestones are significant events in the life of a project. They can be created and tagged to a job or schedule and can have target completion dates applied.