Closing Assignments and Setting Zero-Hour Schedules

You can close individual assignments or selected assignments on a project. 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 multiple assignments on a project:

1. On a Project or Contact record page, click Actions | Assignments | Close Assignments. A list of assignments are displayed in ascending alphabetical order in the Close Assignments window. Any assignments with the status of "Closed" are not displayed. The following assignment columns are displayed:
   • Assignment Name
   • Status
   • End Date
   • Closed For Time Entry
   • Closed For Expense Entry
2. Select the checkboxes of the assignments in the list that you want to close.
3. Complete the following fields in the Close Selected Assignments section:
   1. Enter an effective end date to close the selected assignments.
   2. [Optional] Deselect Close for Time Entry to enable time to be recorded against the selected assignments.
   3. [Optional] Deselect Close for Expense Entry to enable expenses to be logged against the selected assignments.
4. Click Close Assignments.

Closing an 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. In the Close Selected Assignment section, complete the End Date field.
4. Deselect Close for Time Entry and Close for Expense Entry as needed.
5. Click Close Assignment.