WorkBook

Display Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to display conversations of 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 display a job conversation:

  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 containing the job conversations that you want to display.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job that you want to display conversations of and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the category of the conversation that you want to display.
    Workbook displays the conversation threads in the left pane and the comments of the selected conversation in the right pane.