Change Assigned Job Teams

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to change the team assigned to selected jobs.

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

To change the team assigned to a job:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want change assigned job teams.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job of the assigned team that you want to change and on the grid toolbar, click Job settings .
  5. Click the Job Team tab and click Change team .
  6. In the Select New Job Team dialog box, use the drop-down list to select the new team that you want to assign to the job and click OK.