Closing Assignments and Setting Zero-Hour Schedules
You can close assignments for time and expense entry. When you close an assignment before the originally scheduled end date, Estimates Vs Actuals records for future time periods that are no longer relevant are deleted.
When an assignment that a resource has not worked on is aborted or canceled, you can set zero assignment schedule hours after closing the assignment. You cannot undo this change.
Closing Assignments
To close an assignment
Connection between a resource and a project.:
- Do one of the following:
- Display the Assignment Detail page for the assignment that you want to close and click Close Assignment.
- Display the Assignments related list on the project to which the assignment relates, select the checkboxes for the assignments that you want to close and click Close Assignments.
- Complete the fields described in Close Assignments Fields.
- Click Save.
Setting Zero-Hour Schedules
To set the hours to zero on a schedule for a closed assignment:
- Close the assignment that you want to zero as described earlier.
- On the assignment that you closed or the schedule to which it relates, click Zero Schedule.
- Click OK to confirm.