Make New Adjustments for Selected Monthly WIP Adjustments

Use the Monthly WIP Adjustments Follow-up submodule to make new adjustments for selected monthly WIP adjustments.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To make a new adjustment for a selected monthly WIP adjustment:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Monthly WIP Adjustments Follow-up.
  3. Highlight the monthly WIP adjustment that you want to make a new adjustment for.
  4. On the toolbar of the bottom grid, you may click any of the following, as applicable:
    • Recalculate: You can use this function to recalculate the values based on the adjustments already made.
    • WIP value to zero: You can use this function to set the WIP value to zero.
    • Reset all previous adjustments: You can use this function to reset all previous adjustments.
    • Completion rate %: You can use this function to adjust the completion rate percentage.
  5. Enter an adjustment comment and click OK - make adjustment.