Work In Progress (Work Order) Report

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]