Enhanced interface

Edit a work in progress (WIP) schedule

Edit WIP schedules as project information changes throughout the reporting period.

WIP schedules created at the top level can only be edited and deleted from the top level.

If the WIP schedule has been posted, you can update only the following information:

Comments at the schedule or project line level
Project manager (PM) forecast fields in the project grid
Finalized field in the projects grid

Unless you revert the previous posting, you cannot refresh the data for a posted schedule or edit the CFO fields that affect the posted General Ledger entries.

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

Go to Projects > All > WIP schedules.
Select the Report ID of the WIP schedule that you're going to edit.
Select Edit.
Enter your information in the grid.
You can select one or more projects and use the buttons above the grid to update the selected projects. For more information, see the button descriptions.
You can select Refresh to update the WIP schedule with the latest project data and any changes to which projects are included in the WIP schedule. When you refresh, the WIP schedule is saved automatically.
If refreshing the data changes a calculated value for a project that was set as Finalized, the Finalized field is automatically reset to No for that project.
Optionally, you can import data into some fields. For more information, see Import WIP schedule information.
When you're finished entering data for a project, select Yes in the Finalized column.
All projects must be set to Finalized before you can post the WIP schedule.
When you are finished, select Save.

Next step: Post the WIP schedule