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Jun 7, 2024
WIP
Modify access and permissions for users in your account
Profit and Overhead Settings
Breaking down profit and overhead
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Labor Settings
Configure setting to better analyze labor costs
Change Order Settings
Select change order statuses to include in key financial columns
Navigating to the WIP
Access the WIP from the main menu
Filter by Groups
Group data by attributes to compare key metrics
Edit Columns
Remove or add columns from the metrics library
Filters
Narrow down search with dynamic filters
Tooltips
Get the description and calculations of each metric
Sorting
Sorting by different metrics
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
Add a Visual
Select a chart from the visualizations library to display
Workspace
Create and save multipe versions of the same report
Show/Hide Cents
See the priject financials down to the penny
Export
Export to .xlsx, .csv, and .pdf
Drill into a Project
Get to the project overview page from the WIP
Drill to the Projected Final Cost
Get to the Projected Final Cost from the WIP
Project Access
Year-to-Date Analysis
Analyze YTD performance
Labor Analysis
Analyze labor costs
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