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Work in Progress Report
Work in Progress Report

The Work in Progress report (a.k.a. the WIP) details important project data, as well as labor progress for those using Install Time Tracking

Clayton avatar
Written by Clayton
Updated over a week ago

The Work in Progress report is our newest report type located in the Reporting section of your account.

The Report's Header

Once Work in Progress is clicked, you will see a page with a familiar header to other reports.

What sets this report's header apart from most other reports is the ability to filter by Project Managers and Engineers, in addition to the standard Project Owners.

After you have selected your date range, closed/created checkbox, team members, stages, and offices, click Run Report to generate the report.

NOTE: Depending on your selections--especially larger date ranges--you may experience slower generation speeds. If it times out, please try again with a smaller date range and/or less team members. If it is timing out, you can set the date range to be as large as you want, and instead of clicking "Run Report," click "Export CSV" and the large-time-frame CSV file will be sent to your email.

Report Totals

Once the report has generated, there will be a section at the top for Report Totals. This section sums all of the data generated in the individual project reports which are generated below the Report Totals section.

In the Report Totals section you will see rows for the following:

  • Labor - contains labor data

  • Equipment - contains line item equipment cost and price data

  • Shipping - contains only line item shipping cost and price data

  • Non-Labor Factors - contains all factors that do not have a selected Category of one of the four main labor selections (i.e., if the Category selected for a factor is Equipment, Shipping, or Travel, the data for that factor will appear in this row)

  • Sub-Contract Labor - contains sub-contract labor data

  • Incl. Service Packages - contains data for Service Packages marked included

  • Tax - contains all tax data

  • Combined - sums all data for rows under the Total Cost and Total Price columns

In the Report Totals section you will also see columns for the following:

  • Sold Hours - labor hours quoted in the project

  • Progress Hours - hours that have been clocked into using Install Time Tracking

  • Remaining Hours - hours that remain (subtract Progress Hours from Sold Hours)

  • Progress Cost - labor cost of hours clocked into using Install Time Tracking

  • Remaining Cost - labor cost of hours that remain

  • Total Cost - total cost for each corresponding row

  • Total Price - total price for each corresponding row

Individual Project Reports

Below the Report Totals section you will see individual projects that have been generated.

You will see the exact same columns and rows as the Report Totals section, which function in the same manner, but you will also see a detailed breakout of the project's labor as rows for each type of labor in that project.

This shows you a comprehensive view of each of the four main labor categories broken out by the specific labor types, giving you insight into the labor progress of that project in relation to the totals.

Special Notes

There are a few things to be aware of when using this report.

When using a factor that uses a Category of one of the four main labor categories (Engineering, Install, Management, or Programming), you will see the data from that factor in the labor data area. (Read further for detailed explanation.)

Non-Hourly Labor Factors

What this means is, for non-hourly factors using a Category of labor (i.e., a factor that's not the "Hours per Day of Labor" factor), a new row will appear in the project report displaying the Total Cost and Total Price of that factor (or multiple factors).

Hours per Day of Labor Factors

However, if you are using the "Hours per Day of Labor" factor, and in that factor you chose 1) a main labor category as the Category, and then 2) a related Labor Type, as seen in the image below . . .

. . . you will then see the hours, cost, and price for that factor directly applied to the labor data section of that project's report based on the Labor Type selected in the factor. For example, using the same factor from the image above, since I selected a labor category as the Category, and then selected Helpers as the related Labor Type, the one hour and seven minutes created by this "Hours per Day of Labor" factor has been added to the original one hour of Helpers that was quoted in my project, combining for a total of two hours and seven minutes of Sold Hours.

NOTE: In a project, if you decided to use an "Hours per Day of Labor" factor that uses either Equipment, Shipping, or Travel as the Category--which is not common or recommended--only the cost and price for that factor will be added to this report, attributing to the Non-Labor Factors row.

Sold Change Orders

In a project, if you marked a change order as sold, all data from that change order--including equipment, labor, and factors--will be added to (or subtracted from) the Work in Progress report, both in the Report Totals section and the project's report.

We hope this helps! If you have any questions, please reach out to Support chat 🙂

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