Link a period table
For the WIP registration, select a period table in the general project settings.
To gain insight into the state of the WIP, every project entry is updated in the WIP totals period table . The WIP totals are saved per project and per period. Tracking the totals of the work in progress is separate from the WIP integration with Financial. Even if you have not configured the integration, the WIP totals are updated in this table.
To link a period table:
- Go to: Projects / Management / Settings / Project.
- Go to the tab: Projects.
- Select a value for WIP totals period table .
The period table that you select has to be of the Financial type, because the registration of financial data is involved. You can also enter an opening balance line that you need when you display the data in the view.
Note:
The period for the WIP totals is often equal to the financial period. If you link this, you do not add a separate period table for projects.
- Click on: Finish.
After the period table has been changed, you have to recalculate the cumulatives. This may take a few minutes.
- Click on Yes in the message
You view the WIP totals via Projects / Invoicing / WIP totals.
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