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The Assignments page is your contract management hub. Every assignment you add feeds into tax calculations, state income tracking, GSA compliance checks, and profitability analysis.
Assignments page showing assignment cards with timeline view, status badges, and compensation breakdown

Assignment cards show status, compensation, GSA compliance, and profitability at a glance.

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Adding an Assignment

Tap the + button to open the assignment form. Required fields: Optional fields: agency, end date, housing stipend, M&IE stipend, status, sign-on/completion/referral bonuses, contract file.
Use Scan Contract to auto-extract all 12 fields from a PDF or image. See Contract Scanning for details.
Assignment form with fields auto-filled from a scanned contract PDF

After scanning a contract, Claude auto-fills all 12 assignment fields.

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Assignment Statuses

Assignments follow a lifecycle: upcoming → active → complete. Status transitions are enforced — you can’t move a completed assignment back to active.

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Timeline View

Timeline view showing horizontal bars for each assignment positioned across the year with month grid lines

The Timeline view shows a Gantt-style chart of your assignments across the year.

Toggle between List and Timeline views. The timeline shows a Gantt-style horizontal chart:
  • Bars positioned by percentage within the selected year
  • Teal bars for active assignments, gray for complete
  • Month grid lines across the top
  • Amber “today” marker (vertical line) for the current year

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12-Month Rule Badges

Assignment cards display risk badges based on duration: See The 12-Month Rule for the full explanation.

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Expanded Assignment Detail

Tap any assignment card to expand and see:
Base pay, housing stipend, M&IE stipend, and any bonuses with weekly and contract-total amounts.
Evaluates 7 criteria against your actual tax home status to determine if your stipends are defensible in an audit:
  1. Tax home established
  2. Rent being paid
  3. Recent visit (within 30 days)
  4. Documentation ties (voter registration / driver’s license)
  5. Property not rented out
  6. 12-month rule compliance
  7. GSA compliance
Verdict: Defensible (6-7/7), At Risk (5/7), or Not Defensible (4 or fewer). When not defensible, shows the total stipends at risk and estimated 22% tax impact.
Compares your agency housing stipend against HUD Fair Market Rent (FMR) for the assignment location:
  • “Your Housing / wk” vs. “Local Rent / wk”
  • Green “+X/wksurplus"oramber"−X/wk surplus" or amber "-X/wk shortfall”
Compares your daily stipend rates against IRS/GSA limits:
  • Your rate vs. IRS max for housing and M&IE (daily)
  • Green “Within GSA limits” or amber “Exceeds GSA limits” badge
  • First/last day 75% M&IE note
See GSA Per Diem for more detail.
Compares taking the cash stipend vs. accepting agency housing:
  • Scenario A (Take Stipend): tax-free stipend income minus out-of-pocket rent (FMR estimate)
  • Scenario B (Agency Housing): no housing stipend, no rent cost
  • Shows weekly difference and contract-total savings
  • Hidden when housing stipend is $0
Net profit breakdown (lazy-loaded on first expand):
  • Gross Comp — Total compensation including stipends
  • Est. Taxes — Federal, state, and SE tax (proportionally allocated)
  • Linked Expenses — Expenses and mileage tied to this assignment
  • Net Profit — Green if positive, red if negative, with margin percentage
  • “Above/below average” note when you have multiple assignments

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Location Duration Tracker

Between the tab toggle and assignment list, a tracker shows rolling 24-month cumulative days per location (city + state) across all assignments: This is the IRS 12-month rule check at the location level, not per-assignment. See The 12-Month Rule.

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Permanent Conversion Warning

Assignments 26+ weeks show an amber warning about the IRS risk of converting from travel to permanent — prior stipends may retroactively become taxable.

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Contract File

If you uploaded a contract during creation (or via scan), a “View Contract” button appears that opens the file in a new tab via presigned S3 URL.