Review Convert Assignment to Template concept
and field reference topic for information pertaining to functionality and
field definitions.
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:
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.
In *Assign Template Start Date, enter the effective
date for the templates converted. Required field.
In Assignment Template End Date, enter the desired
end date for the templates converted. Optional field.
To clear the dates applied in the person’s assignment,
select Clear Assignment Dates in Template.