Setting up an Assignment Template

Last modified 19:26, 1 Apr 2013

Overview

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.

Set up an Assignment Template

  1. From the main menu, select Maintenance > Assignment > Assignment Templates.

  2. On the Assignment Templates window, in the blank row at the top of the table, enter the name of the template in the Name As cell.

  3. Enter the code in the Code As cell and select the Assignment Type from the drop down list.

  4. Select the Inactive check box if the template is to be inactive. Clear the check box to make a template active.

  5. Click File:dirname/central/070_Maintenance/040_Assignment/020_Assignment+Templates/010_How+to+set+up+an+Assignment+Template/bttn_ok.gif to save the template and close the window.

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