Assign

NavigationManagement, Assign

This screen enables you to assign a budget, estimate, Service Fee Schedule or Expense Fee Schedule to one or more projects. The screen opens when Assign button is clicked in Budget, Estimate, SFS or EFS screens.

The following screen details the fields and options available on the Assign screen.

View By:

You can assign for one or more projects a Budget, Estimate, SFS or EFS. Select an option from the drop-down list in this field. If you choose Budget, you can assign a selected budget to one or more projects. Depending on the option selected, the next field enables you to select a specific item.

Budget/Estimate/EFS/SFS:

Depending on the option chosen in the View By drop-down list, the list of Budgets, Estimates, EFSs or SFSs is displayed. Select the desired option.

Show Inactive:

Select this check box if you want to display inactive items in addition to active records or items in the drop-down lists on the grid.

Active Only:

Select this check box to display only projects with an active status.

Project Groups:

To filter the displayed projects by group, select this check box and specify a project group in the adjacent filter box. Click Save on the button panel to apply the filter.

Client Groups:

To filter the displayed projects by client group, select this check box and specify a client group in the adjacent filter box. Click Save on the button panel to apply the filter.

Assign Grid

The grid below enables you to choose one or more projects and assign the chosen Budget/Estimate/EFS or SFS to them. The grid displays the following columns:

Project ID:

ID of the project.

Project Name:

The name of the selected project.

Client Name:

The name of the client associated with the project.

Contract Type:

The type of contract the project is to be done according to.

Assign/Unassign:

This check box enables you to assign/unassign the selected item to a project. If selected, the estimate/budget/EFS or SFS is assigned to the project. You can unassign the project by clearing the check box. If you use the main check box at the top, it allows you to assign the item to all the projects in the grid.

Assign Button Panel

Help:

Displays the BillQuick Online Help in the Assign section.

Save:

Click to save the changes made.

Options:

Rows:

The number of rows in the grid to be displayed on the page.

Show All:

Displays both, assigned as well as unassigned projects in the grid.

Show Assigned:

Shows only assigned projects in the grid.

Close:

Closes the Assign screen and takes you back to the home page of BillQuick Online.