This article shows how to add percentage warnings within Insight
Percentage Warnings for WIP Limit refers to alerts triggered when the number of items in a Work In Progress (WIP) approaches a predefined limit.
- Go to System > Settings
- Select Matter Type
- Select the required Matter Type
- Complete any default details for the Matter Type
- Complete the Percentage Warning field shown next to the default Costs Quote field (if required)
- Complete the Percentage Warning field shown next to the default WIP Limit field (if required)
- Click Save
- Repeat for any other Matter Types as needed
**If a default Costs Quote or WIP Limit is set this can still be overwritten manually in the Matter Maintenance screen if required**