How to Close an Assignment
Closing an Assignment Automatically (when a Project is Closed)
When a project is closed (see How to close a job : Apex Support (proximity.com.au)), associated Assignments are automatically closed. This generally means you don't need to manually close assignments.
Closing an Assignment Manually
If you wish to close an assignment as that staff member has finished work on the project:
- Navigate to the Project in Apex Business
- Click on the 'Close Assignments' link in the right-hand action pane
- Select the relevant assignments you wish to close, fill in the relevant End Date (last day the staff member worked on the project), and click 'Close Assignments'. We recommend leaving 'Close for Time Entry' and 'Close for Expense Entry' ticked as this will ensure future time and expenses are not logged against this assignment.