Review topics: About Convert Assignment
to Template, and Convert Assignments to Template Field Descriptions
Review Assignment Formula ID
An Assignment Formula ID is required to complete this task.
To convert multiple assignments to templates, and assign
the template to the person in the Assignments page of the People
area:
Go to People > Assignments.
Go to the gear icon and select Convert Assignments
to Template.
In Name Formula ID, select the assignment formula
ID to label the assignment templates converted.
Set Assignment From and Assignment Through date parameters
as desired. See Convert Assignment To Template Field Descriptions and Technical
Details section within the reference topic for additional information.
Enter the effective date for the templates converted
in *Assign Template Start Date. Required field.
Enter the desired end date for the templates converted
in Assignment Template End Date. Optional field.
To clear the dates applied in the person’s assignment,
select Clear Assignment Dates in Template.