Make an ETC Request for Tasks in Job Conversations

If System Variable 405 is enabled for your system, you can create ETC (Estimated Time to Complete) requests if you need additional hours to complete the task.

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

To make an ETC request for a task in 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 conversation of the task that you want to make an ETC request for.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the task that you want to make an ETC request for and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Task from the category drop-down list.
6. Highlight the conversation with the task that you want to make an ETC request for.
7. In the right pane, click Open the context menu for task card and select Make ETC request.
8. In the Make ETC request dialog box, enter the number of estimated hours to complete and click Request.
   WorkBook displays the requested ETC hours in the bottom pane of the Tasks tab in the Tasks grid of the job card.