Setting up a Schedule Template for an Assignment Template

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Overview

The information in this section is applicable only if the selected Job Mode is Assignments and Schedules.  For more information on Job Modes, see About Job Modes.

Set up Schedule Template for an Assignment Template

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

  2. From the list of assignments, select the assignment you want to create a schedule template for.

  3. In the lower half of the Assignment Templates window, click the Schedules tab.
    The tab page displays a table where you can enter the details for the schedule template.

  4. Set up the steps in the list:

  • Type the step number, for example 1, in the Step field.

    Create them in multiples of 10.

    This will allow you to insert steps at a later point in time.

  • Enter a description for the stage (e.g. Commence Assignment or Prepare Draft Accounts) in the Stage Description field.

  • From the Predecessor drop down list, select the preceding step if any, or select None (0).

  • Enter the Budgeted Time.

  • Click the Milestones cell, and expand the drop down list that appears.  If you have created milestones for the Assignment Type in the Maintenance > Assignment > Milestones window, the milestones will be available for selection.  Select the milestone.

Tips

The links between schedule stages and milestones are distinct.  You cannot link a milestone to more than one schedule stage.
You do not have to link all milestones to schedule stages. You only need to link the schedule stages to milestones that you would like to track using the homepage control.
  • Press [Enter]. The step moves to the next row.
  1. Click the Expand button against the newly created Step. The step expands to reveal the following columns:
    Employee Category
    Budgeted Time
    Sign Off
    Start Date Offset
    End Date Offset

    Expanded step - example

  1. Click the Employee Category cell to access the drop down list and select the category that will carry out the stage.

  2. In the Budgeted Time cell, enter the number of hours the selected Employee Category will take to complete the stage.  This can later be compared with the actual time taken to complete the step.

  3. Click the Sign Off field if the stage requires it.

    The Sign Off check box is used to mark the stage as complete. This is usually carried out by particular positions in the practice such as:

    • Assignment Manager
    • Assignment Partner
    • Client Manager
    • Client Partner

    Selecting this check box means that only the people who hold the particular positions selected can sign off or complete a stage.

  4. Enter the Start Date and End Date Offsets. The number of days will be used to calculate the Projected Start and End Dates.

    End Date Offsets are the number of days either side of the start and end dates that can be allowed for flexibility in commencing or starting a stage. The number of days in the offset are used to calculate the Projected Due Start Date and the Projected Due Complete Date.

  5. Click the Tasks button to attach task codes to the stage. The task code allocation window appears.

  6. Select the Task Codes to be associated with the stage. Add or remove tasks as appropriate for the stage.

  7. Click OK to close the task code allocation window.

  8. Repeat steps 3 to 11 to set up additional stages for the assignment entering the:

  • next sequential number in the Step field,

  • preceding Step number in the Predecessor field.

  1. When you have finished entering all the stages, click OK on the Schedule Templates Maintenance window.

Notes

A milestone cannot be linked to more than one schedule stage.
All milestones need not be linked to schedule stages. Link only those milestones that you would like to track using the homepage control.

Revise time across steps

  1. To revise the budgeted time for all the steps by a certain percentage, click the Create Uplift button. .

  2. In the Uplift window enter the change percentage in the Apply Uplift Percentage field and then click OK.  The budgeted time will be revised by the specified percentage.

    For example, if you enter 10.00 in the Apply Uplift Percentage field, the Budgeted Time values for all the steps will increase by 10 per cent. To revise the time downwards, select the Negative Uplift check box and then enter the percentage by which you want the time reduced.

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