Accountants Enterprise only
To allocate an employee to a stage
-
Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens.
-
Click the Schedule tab.
-
Select a Schedule from the drop-down.
-
Select a stage from the list. The row is highlighted.
-
Click Allocations on the Tasks bar. The Allocations window opens.
-
Enter the Employee Name. Click the ellipse button to find and select the employee using the Find Employees window. The Employee Category is automatically filled when the employee is selected.
-
Select the Stage Category from the drop-down.
-
Enter the estimated Hours required to complete the stage.
-
Select the Due Start date from the drop-down calendar.
-
Close the Allocations window. The selected employee is allocated to the stage.