Assignments

Last updated
Save as PDF

Product Help Banner.png

The Assignments module allows you to logically group the different work types into (chargeable) and internal work (non–chargeable). Time and Disbursements are recorded against assignments.

Work units
No image available
The type of work carried out by the practice is broken down into work units which have a time and cost associated with them. Work units benefit the client because they have a personalised workflow that is geared towards meeting their requirements. Work units are broken down into: Assignments, Jobs, Milestones and Tasks.
Jobs
No image available
Milestones
No image available
A Milestone is a series of related tasks grouped around a type of assignment. In grouping these tasks, the practice can: 1) display milestones on the homepage control for job management purpose to identify a discrete step of a type of assignment when a particular milestone of an assignment has been reached. 2) monitor the progress of work being carried out so that the stage is completed in a timely manner to the expectations or timeframes agreed with a client or even to meet official deadlines.
Assignments Details Page and Tabs
No image available