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CCH Software User Documentation

Assignment Details Page: Schedule tab


The Schedule tab is used to manage, edit and add schedules, stages and tasks involved with a client's assignment. These actions are completed using the options available under Schedules on the Task Bar.

The first step is to add a Schedule to the Assignment and then define the work to be carried out by adding stages. You can choose to add pre-defined stages from a template or add custom stages appropriate to the schedule.

Once these steps are completed, you assign the work to employees and define the dates and budgets and tasks to be done.

Task Related checkbox

By selecting the Task Related checkbox shown beside the Schedule description box, you can limit the tasks available for selection in Timesheets to that client's assignment. When selected, only those task in the client's schedule are displayed to the employee when the Assignment and Schedule are selected in their Timesheet.

If you want all tasks available for selection, leave the Task Related check box blank.

If you do not want to allocate tasks to specific employees you can still monitor and control the tasks entered against an assignment by allocating the tasks to the -UNSPECIFIED- category.
This allows any employee to enter time against the task.



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