Exact Globe+

Generating WIP reports

Introduction

In this screen, you can generate the Work in Progress (WIP) report. For more information, see How-to: Managing Work in Progress . A WIP report provides information on all the statistics concerning the WIP of your projects. These statistics include the WIP amount that has been generated, WIP opening balance, WIP per period, and WIP closing balance.

Menu path

Projects ➔ Reports ➔ Work in progress

Fields

You can filter the required projects by defining one or more of the following criteria and clicking Start. The projects that match the defined criteria are then listed. A list of options will be displayed if you click in the Project, Cost center, Project manager, Ordered by, and Invoice to fields. From the list, make your selection and click Select.

Filter section

Date

Type or select a date or a range of dates to display projects with transactions on the defined date(s). Select the All check box to display projects with transactions on any date.

Project

Type or select a project or a range of projects to display the project(s). Select the All check box to display all projects.

Cost center

Type or select a cost center or a range of cost centers to display the projects linked to the cost center(s). Select the All check box to display the projects linked to any cost center.

Project manager

Type or select a project manager to display the projects with this project manager.

Ordered by

Type or select an order debtor to display the projects linked to the order debtor.

Invoice to

Type or select an invoice debtor to display projects linked to the invoice debtor.

Status

Select the Active, Blocked, Completed, and/or Proposed check boxes to display projects with the corresponding status(es).

Buttons

Start

Click this to start generating the report based on the latest criteria defined. For more information, see Work in Progress report.

Close

Click this to exit.