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Help Topic: Creating an Extension


Creating an Extension

 

*Note: If you utilize Timesheets, do not create an extension until all time has been entered with the previous rate.

There are a few different ways to create extensions. 

1. Date Extension

  • Click into the project/assignment record
  • Once you’re in the project, click on the task you would like to extend from the Project Candidate Tasks screen

  • Update the date information as necessary

 

2. Task Rate & Date Extension (Best for reporting purposes)

  • Click into the placement record you need to change the rates and extend the dates for. Click the actions button, and select 'create extension'

 

  • From here, you will want to select the Task extension option as it will update both the pay/charge rates as well as the dates

  • You will then see a new Extension task create with the updates in your project:

  • Make sure to save any changes that you make