Work In Progress (Work Orders)

Work In Progress (Work Orders) 

What’s New 

The Work In Progress (Work Orders) report is an enhanced WIP report for work order opportunities. It offers all the functionality you would expect from the original WIP and much more. With an additional 20+ new fields and a date range extending beyond a six-month limitation, this report gives you greater flexibility to make pivotal changes as needed. 

Notably, view more insightful information to track important financial data such as earned and invoiced revenue, actual and estimated values, and over/under adjustments at the work order opportunity level. You can also view a breakdown of the total labor, equipment, materials, subs, and other materials costs. One of the largest game changers is that you can compare current and prior period financial information per the dates that you select, and there will be no limit on how far back you can look at data. 

This report will exist alongside the currently existing Work in Progress report and yield data at the opportunity level for work order opportunities only. 

Requirements 

• You must have the View Reports  permission to view reports in Aspire. 
• To access and interact with this new report, you must have the View Work In Progress (Work Orders)  
• To export the report, you must have the  Allow Export permissions. 
  

Access the Report 

You can find this report by selecting WIP(Work Orders) under the Production section on the Standard Reports page (Reports > Standard Reports > WIP(Work Orders)).  

View and Manage Report 

Use the Work In Progress (Work Orders) to group, sort, filter, create, and save curated lists suitable for your needs. The list can also be exported to Excel, provided that you have the Allow Export permission enabled under your user role. Data will be synced nightly, so the most recent data shown will be from the previous day (provided no sync issues are encountered). 

Select an opportunity from the list to view an interactive job dashboard. From this dashboard, you can interact with a Gantt chart, view the work ticket list, and view a breakdown of materials and costs. 

Date Range Quick Filter

A new date range quick filter has been added to extend the date range to match the time frame you want to view using a preset or customized date range. By default, the Last 90 Days will appear in this field.

Additional WIP Fields

This report provides the granularity needed to identify what you need while work is in progress using existing  WIP and new fields. Click WIP (Work Orders) to view a list of all fields available on the report. Below is a list of noteworthy fields that have been added. 

• Change Orders & Revised Contract Amt: Group by Change Orders and revised Contract Amt to quickly compare the value of a work order coming from a change order against the original work order amount. This field can be grouped but not sorted or filtered. These fields total the won change orders and the revised contract amounts according to the selected date filter.
  • When you display a date filter for Next Year and group by Revised Contract Amount, you can see your sold backlog dollar value for next year and compare that to your annual revenue goal.
    
• Remaining Revenue: View a breakdown of remaining revenue according to how much you have earned versus the estimated revenue based on the selected date filter. This field can be displayed but is not displayed by default.
• Opportunity Status and Opportunity Invoice Type: View various revenue streams using these fields. They can be displayed but are not displayed by default. 

• Percent Complete & Invoiced Revenue: Compare the percent complete to invoiced revenue to see how much you are projected to make or lose from a project based on the selected date filter. This is an opportunity-level report, so you will only see the amount of the complete Opportunity percentage. These fields are displayed and sorted by default. 
• Prior Period Revenue, Current Period Revenue, and Total Revenue to Date: Use these fields to gauge how much you can earn for a current job by breaking down earned revenue per the selected date filter period for active jobs using these new fields: 
• The following fields have been added to see total and separate actual and estimated cost breakdowns. These figures account for the original opportunity and any won change orders according to the selected date filter. 
  • Estimated Cost  
    • Estimated Equipment Cost 
    • Estimated Labor Cost 
    • Estimated Material Cost
    • Estimated Other 
    • Estimated Sub Cost 
    • Estimated Total Cost 
  • Cost to Date
    • Equipment Cost to Date 
    • Labor Cost to Date 
    • Material Cost to Date 
    • Other Cost to Date
    • Sub Cost to Date
  • Cost to Complete
    • Equipment Cost to Complete 
    • Labor Cost to Complete
    • Material Cost to Complete
    • Other Cost to Complete 
    • Sub Cost to Complete 
• Total Invoice to Date & Revenue to Date: Measure the revenue a job has brought in thus far versus the work committed by comparing earned and invoiced revenue for active in-progress jobs according to the selected date filter. 
• Over/Under to Date: The difference between invoiced and earned revenue according to the selected date filter. It is displayed by default. It can be filtered, grouped, and sorted.  
•  Projected Cost to Complete: This field represents the same information found on the Job Dashboard of an opportunity. It can be displayed but not by default. The information displayed is in accordance with the selected date filter. 
  Depending on the date filter, the value in the report may not match the value in the Job Dashboard. The Job Dashboard always displays the current projected cost to complete in real-time, while the report will reflect the value as of the selected date.

  
  
•  Cost to Complete: This field informs you of the value of the estimated total costs minus total costs to date, according to the selected date filter. 
• Retainage to Date: Informs you of the total amount of retainage withheld against the opportunity date. 
•  Estimated Gross Profit: This field equals the estimated gross profit of both the original and won change orders according to the selected date filter. Can be especially helpful when compared to actual gross profit. This field is displayed by default and can be grouped, filtered, and sorted.  
• Estimated Gross Margin %:  Estimated gross profit percentage for the original estimate and all won change orders according to the selected date filter. 
• Recognized Profit:  View the dollar amount earned to date according to the selected date filter. 
• Gross Profit %.View of gross profit percentage as a job progresses, according to the selected date filter. Once the job is completely invoiced, this value reflects the final gross profit percentage. This field is displayed by default.
•  Opportunity Tag & Property Tag: These internal identification markers can be displayed, grouped, filtered, and sorted. They are not displayed by default. 
• Estimated Tax: This field allows you to view the amount of tax estimated for the original estimate and any won change orders according to the selected date filter.   It is not displayed by default. 
  • The estimated tax value in the report can differ from the estimated tax value shown on the estimate screen if the tax jurisdiction or tax rate for the assigned jurisdiction has changed since the estimate was originally completed. The report will display the estimated tax value based on the most up-to-date tax rate information, while the estimate screen will display the estimated tax value based on the tax rate at the time of estimate completion. 

Enhanced Branch Security

If enhanced branch security is enabled, you will only see information from opportunities within the branches that you can access. Regardless of overrides applied at the service level of an opportunity, the WIP (Work Order) will always reflect information at the opportunity level.