Add Assignment - Assignment and Schedules Mode

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The following information is valid only for the Assignments and Schedules job mode.

After using the client creation wizard to add details for a new client, and the client page opens for the first time, you are prompted to add an assignment. Clicking Yes on the Add Assignment window opens the Add Assignment wizard.  You can also access this window via the Click here to add a new job link on the Job Sheet home page control and the Client page > Assignments tab.

Add an assignment and schedule from a template

  1. If the name of the client is not displayed in the Client field, click the Ellipsis button Ellipsis button to open the Find Client window.  Select the client.

  2. Ensure that the Add from template option is selected. When this option is selected, a list of existing templates is displayed in a table below. You can use these templates to add assignments and schedules. All the templates are displayed by default.

  3. Select a Job from the list or type over the existing text.

  4. Select the Assignment Template Group for the assignment to filter the list of displayed templates. The window displays All templates by default.

  5. From the list of existing templates, select the template(s) you would like to add to the client. For every selected template a new tab is created next to the Client Details tab.  For example, if you select a template called Audit, a tab called Audit is created.

  6. Click the newly created tabs to enter the Schedule details. The window title updates from Step 1 of 1 to Step 2 of 2.  If a schedule template has been created for the assignment template, the schedule template details will be displayed.

  7. Enter details for the Description, Start Date, End Date, Frequency and Fee Budget. You will not be able to change the schedule stage details.  Once the assignment and schedule have been created you have the option of editing the schedule details on the Assignment > Schedule tab.
    If the selected template does not have a schedule template, the assignment will be created without a schedule.

  8. Enter Notes if required.

  9. Information displayed in the Partner, Manager, Company and Centre fields is derived from the assignment template. If no information was entered on the assignment template, the information will be derived from the client details. If no information is displayed in these fields, you can select the Partner, Manager, Company and Centre.

  10. Select the Department, Office and Nominal.

  11. Click Finish to be taken to the Client > Assignment window.


You can click the Finish button at any point. It is not mandatory to view every tab.

Add an ad hoc assignment and schedule

  1. If the name of the client is not displayed in the Client field, click the Ellipsis button Ellipsis button to open the Find Client window.  Select the client.

  2. Select the Create New Assignment option if you want to create a bespoke assignment. The table below updates to display blank cells that you can enter information into. The Assignment Template Group list will appear grayed out.

  3. Enter the name of the Assignment.

  4. Enter the unique assignment Code that will identify the assignment.

  5. Select the Category from the list. This attaches the assignment to an assignment type.


No Job or Schedule information is added for the assignment.  You can add a job or a schedule to the assignment after it is created.
  1. Click Finish to create the assignment. The Client > Assignment window is displayed.

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