Difference between revisions of "WIP valuation/en"

Latest revision as of 13:12, 19 June 2018

WIP valuation in three steps

1. Create valuation list for the month including possible automatic reservations. Create list in Projects: WIP/WIP valuation Adm.
2. Make sure that the project managers make manual additional reservations on their projects and approve the WIP Projects: WIP/WIP valuation.
3. Lock the valuation

Settings

A setting for percentages on automatic reservations is found in Base registers/PRO/Parameters/WIP valuation.

Create valuation list

Create reservations in Projects: WIP/WIP valuation, tab WIP valuation Adm. Select NEW.

Select until what period the WIP shall be estimated. When you save, a list is created according to the percentages defined in the parameters. Save.

Click on Valuate to see and to make more manual reservations.

To make more manual reservations, select the project and click Open. Here you can also reverse/reset automatic reservations.

Make additional reservations and approve WIP

The project managers can open the project and make manual reservations (Projects: WIP/WIP valuation). The view is the same as in WIP valuation Adm.

After taking position on the WIP, the project manager approves the valuation. In the project list you can now see that the project is marked with date and approver.

Lock valuation

When reservations are done and all projects are approved, lock the valuation of the period in WIP valuation Adm. Select the period's valuation in the list, click Open, check the box “Reservation locked” and thereafter Save.

The valuation list for the month will then disappear from the WIP valuation. A locked valuation can thus not be edited anymore. It is, however possible to edit the valuation in WIP valuation Adm.

Printouts /Statistics

Click on Export or right-click in the valuation list and select Excel.

In Projects/Reports you can create report definitions for reservations to use in reports.