Closing Assignments and Setting Zero-Hour Schedules

You can close individual assignments or selected assignments on a project or contact record. 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.

Assignments are displayed in ascending alphabetical order in the Close Assignments window. Assignments with the status of "Closed" are not displayed. The following columns are displayed by default:

• Assignment Name
• Status
• End Date

Closing Multiple Assignments

To close multiple assignments on a project:

1. On a Project or Contact record page, click Actions | Assignments | Close Assignments.
2. [Optional] Use the date-based filters or custom filters to find the specific assignments you want to close.
3. Select the checkboxes of the assignments you want to manage.

4. [Optional] To update all selected records simultaneously, use the Update All feature:

   1. Enter an effective end date to close the selected assignments.
   2. Deselect Close for Time Entry to enable time to be recorded against the selected assignments.
   3. Deselect Close for Expense Entry to enable expenses to be logged against the selected assignments.
5. [Optional] To update a single record directly in the list, edit the End Date field, and select or deselect the Close for Time Entry and Close for Expense Entry checkboxes.
6. Click Save.

Notes:

• 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.
• Your administrator can specify custom fields and additional filters for the window using field sets. For more information, contact your administrator.
• Your administrator can limit the maximum number of assignments that can be closed at once by using the Close Assignment Limit field in Assignment Settings.

Closing a Single Assignment

To close an individual assignment record:

1. Navigate to the assignment record you want to close and click Assignments | Close Assignment. The assignment is displayed in the Close Assignment window.
2. Select the assignment's checkbox.
3. [Optional] To update a record directly in the list, edit the End Date field.
4. [Optional] Deselect Close for Time Entry and Close for Expense Entry checkboxes.
5. Click Save.

Note:

Filtering, sorting, and bulk update options are not available when closing a single assignment.