Make New Adjustments for Selected Monthly WIP Adjustments

Use Monthly WIP Adjustments Follow-Up in the Follow-Up submodule in the Tasks module to make new adjustments for selected monthly WIP adjustments.

To use Monthly WIP Adjustments Follow-Up, you must have access to Tasks as defined in User Access Rights 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 page, click Follow-Up > Monthly WIP Adjustments Follow-Up.
  3. Highlight the monthly WIP adjustment for which you want to make a new adjustment.
  4. On the toolbar of the bottom grid, you can click any of the following, as applicable:
    • Recalculate: Use this option to recalculate the values based on the adjustments that have already been made.
    • WIP Value to Zero: Use this option to set the WIP value to zero.
    • Reset All Previous Adjustments: Use this option to reset all previous adjustments.
    • Completion Rate %: Use this option to adjust the completion rate percentage.
  5. Enter an adjustment comment and click OK - Make Adjustment.