Selecting WIP Transactions for Correction

You can change any detail of unbilled WIP using the Correct WIP function. You can specify a client, a staff, a range of dates, or any combination of those, to limit the available selections. The WIP displayed may be limited by your rights to view staff, clients, or WIP.

To select WIP for correction:

  1. Do one of the following, depending on where you are working:
    • Dashboard. On the Application Links tab, click WIP corrections/transfers under Administration. Then click Correct WIP details on the navigation panel
    • Client Dashboard. With the client you want to correct WIP for open, click Correct WIP on the Work in progress pane.
    • Time Capture. Click Correct WIP on the Tools tab on the ribbon.

    Note: Accessing WIP selection from the Client Dashboard or Time Capture allows you to edit WIP, but not to transfer WIP or reassign project WIP.

  2. If needed, Closedselect the client you want to correct WIP for.

    Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups.

  3. ClosedSelect the staff member you want to correct WIP for.

    Click the down arrow to select a staff from the list. Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. This limits the displayed WIP to the selected staff.

  4. In the Date Range boxes, enter the beginning and ending dates of the time period that you want to view WIP for.
  5. Click Find WIP to display transactions meeting your specifications. You can repeat and modify your selections as many times as needed to display the desired WIP.
  6. Select one or more transactions from the displayed WIP.

    7. Tip: To select items next to each other, press and hold Shift while clicking the first and last items in the list. To select items that are not next to each other, press and hold Ctrl while clicking each item you want to select.

  7. Click Continue to go to the Correct WIP window.