Assignment

Method ONE:

1. Go to My Page → Assignment session → check which assignment template you would like to use to copy.
2. Go to Organization & Workflow → Organization Tree tab → set “Process”, “Organization Hierarchy” & “Workflow”.
3. Expand Organization Tree to find the assignment template that you want to use to copy, click on it.
4. In the “Assignment” tab, click on Duplicate button
   
5. If you want to delete this assignment, simply click on the Delete button.
6. In “Duplicate Assignment Confirmation” window, click “Yes” to “Are you sure you want to create a copy of Assignment “xxxx”?
   
7. Give it a new assignment name → Apply changes
   
8. You will get a message that this new assignment has been successfully updated. If you refresh the workflow page, you will be able to see the update name. Or you could go to “My Page”→“Assignments” session to see it.

Method TWO:

1. Go to My Page → Assignment session → check which assignment template you would like to use to copy.
2. Go to Organization & Workflow → Assignments tab → set “Process” & “Workflow” → the corresponding Assignment List will show up.
3. Find the assignment template that you want to use to copy, click on it.
4. In the “Assignment” tab, click on Duplicate button
   
5. If you want to delete this assignment, simply click on the Delete button.
6. In “Duplicate Assignment Confirmation” window, click “Yes” to “Are you sure you want to create a copy of Assignment “xxxx”?
   
7. Give it a new assignment name → Apply changes
   
8. You will get a message that this new assignment has been successfully updated. If you refresh the workflow page, you will be able to see the update name. Or you could go to “My Page”→“Assignments” session to see it.

Modify Assignment

The same as report, assignment also has inline analytics.

1. My Page → Assignments → open the input sheet/assignment
2. Click on the chart button on the top left → select the value area inside the input sheet that you want to run comparison.
3. Click on the button next to Show all month to add or remove scenarios that you want to compare with.
4. You can put a new value to spread evenly or spread based on which scenario.