Changing an Assignment Type

Last modified 08:05, 24 Apr 2017

Overview

The Assignment Type Change function converts an assignment type to another to allow pooling a group of assignments under one report. You can also update the Assignment Name and Code using this function.

Change an Assignment Type

  1. On the main menu, select Maintenance > Change Assignment Type.

  2. In the Change Assignment Type window, find the Assignment you want to change.
    The fields on the Change Assignment Type page update with the information about the assignment.

  3. Change the assignment detail field information:

  • Name: Change the name of the Assignment name if required.

  • Code: Change the code if required.

  • In the Available Assignment Type table, select the assignment type you want to convert to. (You cannot change the Chargeable, External, or Included Time fields.)

  1. Click Change.

The Assignment Type field in the Current Assignment Type table changes to show the new Assignment Type.
(You cannot change the Chargeable, External, or Included Time fields.)

  1. Click Close.

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