Jun 4, 2024

WIP

Change Order Settings

Select change order statuses to include in key financial columns


To have an accurate WIP it's crucial to configure which change order statuses are included in key financial columns. This includes both the revised budget and contract columns, as well as those for projected final cost and contract.

Start by hovering over any column header. A tooltip will appear showing which change order statuses are currently included. To update these statuses, navigate to the Administrator section and select Projected Final Cost Settings.

Here you will find options to modify which statuses are reflected in the revised budget and contract values. Additionally, you can set the statuses to include in the defult projected final cost and contract value to ensure your reports cnsistently meet your needs.

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WIP

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Change Order Settings

Select change order statuses to include in key financial columns

Change Order Settings

Select change order statuses to include in key financial columns

Change Order Settings

Select change order statuses to include in key financial columns

Navigating to the WIP

Access the WIP from the main menu

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Group data by attributes to compare key metrics

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Group data by attributes to compare key metrics

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Group data by attributes to compare key metrics

Edit Columns

Remove or add columns from the metrics library

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Remove or add columns from the metrics library

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Remove or add columns from the metrics library

Filters

Narrow down search with dynamic filters

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Tooltips

Get the descriptopn and calculations of each metric

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Sorting

Sorting by different metrics

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Sorting by different metrics

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Update Projected Final Cost and Contract

Enter adjustments to reflect the correct values

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Enter adjustments to reflect the correct values

Update Projected Final Cost and Contract

Enter adjustments to reflect the correct values

Add a KPI

Select a metric from the KPI library to display

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Select a metric from the KPI library to display

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Select a metric from the KPI library to display

Add a Visual

Select a chart from the visualizations library to display

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Select a chart from the visualizations library to display

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Workspace

Create and save multipe versions of the same report

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Show/Hide Cents

See the priject financials down to the penny

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See the priject financials down to the penny

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See the priject financials down to the penny

Export

Export to .xlsx, .csv, and .pdf

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Export to .xlsx, .csv, and .pdf

Export

Export to .xlsx, .csv, and .pdf

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Get to the project overview page from the WIP

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Get to the project overview page from the WIP

Drill to the Projected Final Cost

Get to the Projected Final Cost from the WIP

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Get to the Projected Final Cost from the WIP

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Project Access

Modify access and permissions for users in your account

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Labor Analysis

Analyze labor costs

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