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- 6.16.0 Account Lockout
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- 25 Jun 2024
- 2 Minutos para leer
- Impresión
- PDF
Work In Progress (Work Order) Report
- Actualizado en 25 Jun 2024
- 2 Minutos para leer
- Impresión
- PDF
The Work In Progress (Work Orders) report is an enhanced WIP report for work order opportunities that provide more flexibility when tracking information needed while work is in progress. Click Work In Progress (Work Orders) Guide for more information.
Available Fields
The following fields are available in this report.
Default Fields
Branch
Contract Amount
The estimated opportunity value of an original opportunity
Division
End Date
The date marking the end of an opportunity. An end date is not required for the opportunity to appear within the list.
Opportunity Name
This field can be filtered
Opportunity Number
This field can be filtered and sorted
Property
This field can be grouped, sorted, and filtered.
Start Date
The start date of the opportunity. If the start date overlaps with the selected date filter, the opportunity will appear in the report.
Default Fields: Calculated
Change Orders
SUM [estimate amounts all won change orders]
Cost To Complete
Total estimated costs - Total Cost to Date
Current Period Invoices
SUM[Opportunity Invoices during selected date filter]
Current Period Profit
Current Period Revenue - Current Period Costs
Current Period Labor Hours
SUM[Labor Hours during selected date filter]
Current Period Revenue
SUM[Earned Revenue for selected date filter]
Current Period Total Costs
Original Estimate total cost =SUM[total costs won change orders] during selected date filter
Equipment Cost To Date
Prior period equipment cost + current period equipment cost
Equipment Cost to Complete
Estimated equipment cost - equipment cost to date
Estimated Hours
SUM [Labor hours original estimate + won change orders]
Estimated Labor Cost
SUM [Labor cost original estimate + won change orders]
Estimated Material Cost
SUM [original material cost + won change orders]
Gross Profit %
[Earned Revenue to Date - Costs to date] / Earned Revenue to date
Labor Cost To Complete
Estimated labor cost - labor cost to date
Labor Cost To Date
Prior period labor cost + current period labor cost
Material Cost To Complete
Estimated material cost - material cost to date
Material Cost To Date
Prior period material cost + current period material cost
Over/Under To Date
Total Invoiced to Date - Total Revenue to date
Percent Complete
[Total Costs to Date / Total Estimated Costs]
Recognized Profit
Revenue to Date - Costs to Date
Revised Contract Amount
Contract Amount + Revised Contract Amount
Total Costs To Date
Prior Period Costs + Current Period Costs
Total Estimated Costs
SUM[Costs original estimate + all won change orders]
Total Hours To Date
Prior Period hours + current period hours
Total Invoiced
Prior Period Invoices + Current Period Invoices
Total Revenue To Date
Prior Period Revenue + Current Period Revenue
Additional Fields
Invoice Type
Opportunity ID
Opportunity Status
Opportunity Tag
Property Tag
Additional Fields: Calculated
Estimated Equipment Cost
SUM[equipment cost original estimate + won change orders]
Estimated Gross Profit
SUM[Estimated Gross Profit for original estimate and all won change orders]
Estimated Gross Profit %
AVERAGE[Estimated Gross Profit for original estimate and all won change orders]
Estimated Other Cost
SUM[other cost original estimate + won change orders]
Estimated Sub Cost
SUM[sub cost original estimate + won change orders]
Estimated Tax
SUM[estimated tax original estimate + won change orders]
Future Profit
Remaining Revenue - Cost to Complete
Other Cost To Date
Prior period other cost + current period other cost
Other Cost to Complete
Estimated other cost - other cost to date
Prior Period Costs
Original estimate costs + sum[costs won change orders] prior to selected filter
Prior Period Hours
SUM[Labor hours prior to selected date filter]
Prior Period Profit
Prior Period Revenue - Prior Period Costs
Prior Period Revenue
SUM[Earned Revenue prior to the selected date filter]
Remaining Revenue
Contract Amount - Total Revenue to date
Retainage to date
SUM[Opportunity retainage through the last day of the selected date filter]
Sub Cost To Date
Prior period sub cost + current period sub cost
Sub Cost to Complete
Estimated sub cost - sub cost to date
Tax To Date
SUM[Actual tax on the opportunity through the end of the selected date filter]
Tabla de contenido
- Available Fields
- Default Fields
- Default Fields: Calculated
- Change Orders
- Cost To Complete
- Current Period Invoices
- Current Period Profit
- Current Period Labor Hours
- Current Period Revenue
- Current Period Total Costs
- Equipment Cost To Date
- Equipment Cost to Complete
- Estimated Hours
- Estimated Material Cost
- Gross Profit %
- Labor Cost To Complete
- Labor Cost To Date
- Material Cost To Complete
- Material Cost To Date
- Over/Under To Date
- Percent Complete
- Recognized Profit
- Revised Contract Amount
- Total Costs To Date
- Total Estimated Costs
- Total Hours To Date
- Total Invoiced
- Total Revenue To Date
- Additional Fields
- Additional Fields: Calculated
- Estimated Equipment Cost
- Estimated Gross Profit
- Estimated Gross Profit %
- Estimated Other Cost
- Estimated Sub Cost
- Estimated Tax
- Future Profit
- Other Cost To Date
- Other Cost to Complete
- Prior Period Costs
- Prior Period Hours
- Prior Period Profit
- Prior Period Revenue
- Remaining Revenue
- Retainage to date
- Sub Cost To Date
- Sub Cost to Complete
- Tax To Date