This lesson explains how to convert a Job to an Assignment/Project
*Please note, our Clients have different variations on the naming convention for an Assignment, such as Project, as in the video below.
- Once the job status has been moved to “Placed” or “On Assignment.” Make sure to go into the shortlist and click into the placement record.
- Then click on the financial tab and fill out the financial details as well as the placement start dates and end dates. Then click on “Save and Close.”
- Go over to the right click on the action menu and then click on “Covert to Project/Assignment.”
- A pop up will appear and go ahead and click on “Yes.” You have now converted this job into a project.