Allocate Work
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Summary
The new retainers module allow you to track more than just issues and projects against a retainer... you can now create tasks against a retainer period and even log work directly against a period by creating an activity.
In most cases AffinityLive will just let you choose the retainer and will then automatically allocate blocks of work from an issue/project into the most relevant periods for that retainer.
Allocating Issues
There are 3 main way to associate work from an issue to a retainer.
- When creating an issue, if there are any retainers available for that client, you will be able to choose the retainer:
This means that as work is logged against the issue, it will be automatically allocated to the most current retainer period. -
When approving an issue, you'll see a Retainers drop-down field above the listed activities:
3. From the View Retainer screen, select Allocate Issues. Then simply drag the Issue to the left of the screen into the required retainer.
Note that you'll need to review other issues on this screen before hitting Process button at the bottom.
Allocating Projects
- When creating the project, if there are any retainers available for that client, you will be able to choose one.
What this means is that as work is logged against the project, it will automatically be allocated to the current retainer period. - When approving the project, you'll see a Retainer Available for Project dropbox
Creating tasks and/or activities
You can also simply log work directly into a retainer period. Simply view the period and then click Create Activity. Since you're logging work directly, the Fallback Rate for the period will be used to calculate the budget/allowance usage.
Tasks
From the tasks list within a period, click the Add Activity button. This will open the Create Activity screen where you can track your work notes and time.
Relocating Billable Activities
The ability to relocate activities to a retainer period is coming soon!