How to Add a New Account Assignment?

Sequence > Left Navigation Bar > Home

  1. Follow the above-mentioned workflow to land on the Home module.
  2. From the action buttons at the top-right corner, click the button. Doing so reveals the New Account Assignment panel.

  3. Here, select the client from the Client dropdown.
  4. Use the Service dropdown to select the service.
  5. Once a service is selected, the Project dropdown becomes clickable. Use this dropdown to select the project.
  6. Select the date from the Date calendar.
  7. Enter the duration in the Duree field.
  8. Use the Description textbox to record a description of the assignment.
  9. Once the required selections are made, click the Validate entry button.