Setting up an Assignment Template

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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 Assignment Template

  1. From the main menu, select Maintenance > Assignment > Assignment Templates.
    The Assignment Templates window appears in the content area.

  2. 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. Set up Responsibility for an Assignment Template.

  5. Set up Billing for an Assignment Template.

  6. Set up a Schedule for an Assignment Template.

  7. When you are finished, click OK to save the template and close the window.

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