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Assignment Details Page: Main tab

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The Main tab is the first tab you see when you open a Client's Assignment Details page. It gives an overview of the selected assignment. From here you can view and amend the following information:

  • the Assignment Type (view field only)

  • the Company, Office, Department, and Centre that the assignment belongs to

  • the Date Created being the date the assignment was created (view field only)

  • the status of the assignment (open, held or closed)

  • the Maximum Fee and Maximum Rate

  • the Recovery Rate

  • any Fixed Fee Type that has been agreed with the client (this is a memo field to remind you when to raise a fee)

  •  the Assignment Billing Timetable used to  enter budgets and amounts used in the assignment.

  • the Assignment Team and the responsibility of each team member for the assignment

    An Assignment Team comprises employees who are assigned to the team automatically when their Primary Station Record matches that of the centre, company, office or department of the client's assignment.

  • notes for your own or a colleague’s information. For more information about adding or editing a note, click here.

Related Topics

Assignments Details page

Activities tab

Bills tab

Documents tab

Extra tab

Group tab

Home tab

Misc/Est tab

Nominal tab

Provisions tab

Rates tab

Schedule tab

WIP tab


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