When you arrange for a contractor to undertake a job, or fulfil a particular role for a client, you are creating what is known as a placement.
A placement defines:
- Who is doing the work.
- Which client the work is being carried out for.
- Which consultant is responsible for the work.
- Who, within the client organisation, is responsible for the placement.
- The rates of pay and charge.
- The types of expense that can be claimed.
You can create new placements or edit existing ones if you have the corresponding roles.
How do I create a placement?
Note: in order to create a placement, you must have an Approval Route set as the default for timesheets, chargeable expenses and non-chargeable expenses.
- From the Profiles menu, select Placements. The Placement Search screen is displayed.
- To create a placement from a blank template, click Create. The Create Placement screen appears.
- Note: If you want to create a placement that is very similar to an existing one, you can clone the existing placement. This saves you having to enter most of the details again. Please see the "How do I find and edit (or clone) an existing placement?" section below.
Who can create placements?
The following users can create placements:
- Administrators with the Create Placement Role.
- Consultants with the Create Placement Role.
Who can modify placements?
The following users can modify placements:
- Administrators with the Write and/or Write-All Placement Roles.
- Consultants with Write Placement can modify their own placements. Consultants with the Write All Placement role can modify any placement
How do I find and edit (or clone) an existing placement?
- From the menu bar, click Profiles > Placements. The Placement Search screen is displayed.
- Click the plus sign below the Create button to expand the search form. Select a tab (Main, Financials or Date Ranges) and enter appropriate search criteria for the placement that you want to find.
- Click Search. The Search Placement Results list appears at the bottom of the screen and contains any placements that match the search criteria that you entered.
- Tip: Only active placements are shown by default. To see historic placements, change the Status to Inactive or All.
- If you want to view a summary of a placement, click the drop-down arrow next to the Edit button in in the Actions column and select View Summary. Otherwise, click the Edit button on the placement line to edit or clone the placement.
- The Edit Placement screen is displayed, allowing you to edit or clone the placement's details.
- If you want to create a new placement that is similar to the one that you have selected, click the drop down next to the Actions button and select Clone. This will display the Clone Placement screen.
The Create Placement, Clone Placement and Edit Placement screens each has the following tabs:
Please click on the links below to view the details for each tab
- General
- Timesheet
- Expenses
- Invoicing
- Financial
- Documents
- Advanced
The Clone Placement and Edit Placement screens have an additional tab called History where you can view the changes made to the placement.