Accountants Enterprise only
The following applies only to practices which don't use both Jobs and Schedules. If you use both Jobs and Schedules, see Adding milestones to schedule templates (AE PM only).
When a new assignment is added to a client, the schedule and milestones will be added to the assignment. You can then track the relevant milestones in the Job Sheet homepage.
Note the following when linking schedule stages to milestones:
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 those that you want to track using the Job Sheet homepage.
Select Maintenance > Assignment > Assignment Templates from the main menu. The Maintenance - Assignment Templates page opens.
Select the relevant assignment template.
Click the Schedules tab to view the schedule details. This is located in the Assignment Templates section on the bottom part of the page.
Enter the schedule steps as required and, in the last column, select the milestone that corresponds to the relevant schedule stages.
- Click OK to save the information and close the Maintenance - Assignment Templates page.
Open the Assignment Details page > Schedule tab for the relevant assignment.
Edit or add milestones to the schedule. This is done by clicking the Milestone drop-down beside each schedule stage and selecting the relevant milestone to link to it.
You do not have to link all milestones to schedules and you can select which milestones to link.
If you do not link all the milestones to a schedule, the remaining milestones will be unavailable (“greyed out”) on the Job Sheet Homepage and you will be unable to use them.