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Allocating employees to stages

Accountants Enterprise only

To allocate an employee to a stage
  1. Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens.

  2. Click the Schedule tab.

  3. Select a Schedule from the drop-down.

  4. Select a stage from the list. The row is highlighted.

  5. Click Allocations on the Tasks bar. The Allocations window opens.

  6. 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.

  7. Select the Stage Category from the drop-down.

  8. Enter the estimated Hours required to complete the stage.

  9. Select the Due Start date from the drop-down calendar.

  10. Close the Allocations window. The selected employee is allocated to the stage.

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