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      Work In Progress (Work Order) Report
      • 25 Jun 2024
      • 2 Minutos para leer
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      Work In Progress (Work Order) Report

      • PDF

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      Resumen del artículo

      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]


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