Overview
The WIP Report (NEW) gives users a detailed overview of live jobs, their quoted and actual values, labour effort, material costs, and invoicing status. It’s ideal for project and finance teams monitoring ongoing job health and profitability.
🔍 Filtering Note: This report can only be filtered by department.
Key Fields in the Report
Status – The current status of the job (e.g. WIP).
Client / Site / Contact – Client and job location details.
Department – The division responsible for the job.
Quote # / Responsible Staff / Purchase Order – Quote and approval details.
Description – Brief job summary.
Quote Value – Original estimated value.
Value – Total job value to date.
Labour Cost / Hrs / Material Cost – Cost breakdowns.
Profit / Loss – Difference between earned value and actual spend.
Invoice Amount – What has been billed so far.
Receipts – Items or services received.
Scheduled Completion / Job Start Date – Timeline details.
WIP Amount – Remaining value of unbilled work.
How to Use This Report
Filter by Department
Select your department to view jobs you're responsible for.
Track Financial Health
Use Profit / Loss and WIP Amount to identify underperforming jobs.
Review Job Progress
Compare Quote Value, Labour Hrs, and Invoice Amount to understand progress and billing status.
Prepare for Invoicing or Review
Check if WIP values and costs justify invoicing or require internal escalation.
Ideal For
Project managers tracking active jobs
Finance teams reviewing earned vs actual cost
Operations managers reviewing job progress
WIP review and forecasting meetings