Create a work in progress (WIP) schedule

Subscription

Construction

Projects
Regional availability
  • Australia
  • Canada
  • United Kingdom
  • United States
User type

Business

Project Manager
Permissions

Projects

  • Projects: List, View, Add, Edit
  • WIP management: List, View, Add, Edit
  1. Go to Projects > All > WIP schedules.
  2. Select Create.
  3. If you are at the top level, select an Entity.
  4. Select a Period name.
    • The available options are based on the reporting periods that have been set up at the top level.
    • Only periods that are included for Budget are in the list.
    • If a reporting period is already in use for a WIP schedule, it's not available in the list.

    After you select a reporting period as the period name, the projects that meet the WIP criteria during that period are listed in the WIP projects section. You can start editing the project information.

  5. Add a comment if needed.
  6. Select Save.

Next step: Edit the WIP schedule