Edit a work in progress (WIP) schedule

Related information

Related topics

• Delete a work in progress (WIP) schedule
• Import work in progress (WIP) schedule information
• Revert work in progress (WIP) schedule posting
• About the level of detail for project costs in work in progress (WIP) schedules
• Field descriptions: WIP schedule fields

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

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

• Comments field at all levels
• Project manager (PM) forecast fields
• Finalized field

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.

1. Go to Projects > All > WIP schedules.
2. Select the Report ID of the WIP schedule that you're going to edit.
3. Optionally, you can import data into some fields. For more information, see Import WIP schedule information.

4. Enter information in one of the following ways, depending on whether you break down project costs. Learn about breaking down project costs.

   If you enter all information at the WIP schedule project level

   1. Select Edit.
   2. Enter your information in the grid.

      You can enter information manually, or you can use the following ways to update multiple WIP schedule projects at once:

      • Select one or more projects and use the buttons above the grid to update the selected projects. For more information, see the button descriptions.

      • 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.

        If the level of detail for project costs was changed after the last time the WIP schedule was refreshed, refreshing updates the WIP schedule to use the new level of detail. This can have unintended consequences. See details about the effects of refreshing existing WIP schedules.

   If you break down project costs to a lower level of detail (subprojects, tasks, or tasks and cost types)

   1. To edit PM forecast contract values, or to update values for multiple WIP schedule projects at once:
      1. Select Edit.
      2. You can enter PM forecast contract values.
      3. 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.

      4. 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.

         If the level of detail for project costs was changed after the last time the WIP schedule was refreshed, refreshing updates the WIP schedule to use the new level of detail. This can have unintended consequences. See details about the effects of refreshing existing WIP schedules.

   2. To edit project cost details for WIP schedule projects:
      1. Find a project that you want to edit.
      2. In the Project breakdown field, select Details.

         The WIP Schedule Project Breakdown page appears for the selected project.

         You can also open the WIP Schedule Project Breakdown page from the WIP Project History page, by selecting More actions > Show project breakdown.
      3. Select Edit.
      4. Enter your information in the grid.
      5. Select Save.
      6. Select Back to previous page to return to the WIP schedule.
      7. Repeat this process for each project that you want to edit.
5. 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.

6. When you are finished, select Save.

Next step: Post the WIP schedule