The WIP report is available on the Jobs list screen and applies to any job in an in-progress state during the date range provided.

  1. Click on the 'Jobs' menu
  2. In the sub menu, choose 'In Progress' or 'All' jobs
  3. Select 'More Actions'
  4. Choose to print or email the WIP report

5. In the pop up choose the start date
6. Choose the finish date
7. Click "OK"


Date range

When printing a WIP report you can supply 2 dates to form a from and to date range.

These dates are used in a few different areas of the report from determining if a job will appear to what costs are pulled in.


What determines if a job will show

The Buildxact WIP Report uses the following conditional checks to determine if a job will show on your WIP Report:

  • Only active jobs will show (not deleted)
  • If the jobs creation date is less than the to date
  • As long as the job isn't completed OR the jobs completion date is after the from date.

If all three above conditions are met, the job will show in the WIP report.

Note: It's not possible to see a jobs completion date, however you can set this manually by going to your jobs schedule, clicking the options button and then clicking 'Set Completion Date'. Otherwise a jobs completion date will be set once the job reaches 100% completion on the schedule.


What determines if costs will be calculated

Contract Price

Contract Price is the estimate total amount (with markup and tax) plus any subsequent variations.

This comes directly from your job and will show at its full value.

For variation costs to be calculated in here, they must be marked as 'Accepted' and have a variation date earlier than the to date.

Any Cost Plus jobs will have a value of $0.00.

Invoiced To Date

Invoiced To Date or (claimed to date) is the amount invoiced to the client to date including any variations.

Your invoices will be calculated into this sum if they're at an applicable status (Invoiced, Part Received, Received) and the Invoice Date is less than the to date.

Invoiced %

Invoiced % or (claimed %) is the % of the contract price invoiced to the client to date including any variations. It is calculated as Invoiced to date/Contract Price.

Simply the difference between Contract Price and Invoiced To Date.

Estimated Costs

Estimated Costs or (budgeted costs) is the budget amount including any subsequent variations.

This comes directly from your estimate, variations and any manually entered estimate costs in your job.
This is generally the cost of an item minus the markup.
For variation costs to be calculated in here, they must be marked as 'Accepted' and have a variation date earlier than the to date.

Actual Total

Actual Total or (invoiced total) is the total of the actuals column on the costings screen, it includes received PO’s, completed WO’s and any actual costs manually entered. This makes up expenditure and as expenses come as invoices it is sometimes referred to as such.

For any purchase orders to be calculated into this sum they must be at an applicable status (Part Received or Received), for work orders they must also be an an applicable status (Completed).

As well as the above status their invoice date must be earlier than the to date.

Variance %

Variation % (or invoiced %) is the difference between the estimated cost and the actual total as a percent of the estimated cost, essentially showing how far through the budget the spend is. It is calculated as Actual Total/Estimated costs.

WIP

Depending on the job type, we use a different method of calculating the WIP.

For a detailed description of the WIP calculations, please see the How is WIP calculated document.


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