View Project Retainer Job Information

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to modify project retainer 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 modify a project retainer 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 to modify project retainer jobs.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP Adjustments Follow-up.
4. Highlight the retainer job whose settings you want to view or modify and on the grid toolbar, click Job settings .
5. Click the Project Retainer Job tab.