Assigning or Reassigning WIP to a Project or Workstep

Reassign Project or Workstep allows you to assign WIP to a project or workstep, or change the project or workstep assignment of WIP. WIP can be assigned or reassigned to any project or workstep for a client, including those with a Completed status. To reassign WIP to another client see Transferring Lump Sum WIP. Use this window to select a client, view the current project and workstep assignments of that client's unbilled WIP, and assign or reassign selected WIP.

To assign or reassign WIP, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click WIP corrections/transfers under Administration.
2. Click Reassign project or WS on the navigation panel.
3. Select a client from the list whose WIP transaction you want to assign or reassign. 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. The grid populates with all unbilled WIP for the client.
4. Select the WIP from the grid that you want to assign or reassign.

Note: You can also click Print to print the client's WIP project assignments.

5. Click Assign WIP to continue to the Reassign WIP window.
6. Select the project for the selected WIP.
7. Select the workstep for the selected WIP.
8. Click OK.