Displaying Work In Progress (WIP)

Work In Progress (WIP) is the measurement of completed work that is not yet billed to clients. WIP is the total of submitted uninvoiced time that has not been written off, plus disbursements, less any Interim invoices, for your client work for any given period.

Invoice Add Time Window

This feature is only available to FYI Admins and users assigned to a User Group with the View Invoices and View Timesheets permissions enabled.

When the Create Invoice drawer is open, to view the WIP entries associated with the invoice, click the Job Name link beneath "Selected Jobs". 

Tip: WIP entries can also be displayed for Draft Invoices from the Update Invoice drawer. Refer to Opening and Editing Invoices.

The Add Time window will display a list of submitted time and disbursements.  By default, entries will be displayed in date order, newest to oldest. 

From the Add Time window:

• Entries can be selected or deselected, and when saved, the WIP value on the invoice will be updated to match the total value of the selected time and disbursements.
• New Interim Amounts can be added to create a mixed invoice of both WIP and future billed work.

Note: When creating an Invoice with a Disbursement Invoice Type, Time entries will be hidden, and only Disbursement entries will be available to select. 

Refer to Create a Progress, Final or Disbursement Invoice.

To group the Add Time window by user, click and drag the User column into the Row Groups section above the list.

Once enabled, the Grouped view will display a new Group column, with a group for each user name. Click the arrows next to the user name to expand and collapse each group as required.

Jobs List

The Jobs List can be used to view the WIP for any given period across all jobs. To view the WIP information, add the WIP and Write On/Off columns to your job list. Refer to Adding, Removing, and Moving Columns in Lists. This list can be viewed when displaying the Client - Jobs and the Home - My Jobs tabs. Refer to Using the Jobs Lists.

You can make changes to the layout of the Jobs List to display all relevant columns and save the View. Refer to Saving Changes to the View Layout, Modifying and Deleting Views.

Tip: You can sum the total value of WIP and use the grouping function to view WIP by Job Manager or using custom fields such as Office. Refer to Grouping Jobs Lists.

Job Summary

To view the WIP for a job, select a Job and open the Job Workspace to display the Job - Summary tab. 

The Financial Details section is displayed on the left under the Job Details and Assigned Users sections. 

For details on time, disbursements and Interim invoices for the job, navigate to the Time tab in the Job Workspace.

Reports

To include the WIP calculations on a report, select a view that contains the WIP and Write On/Off columns or tick Include All Columns when creating a report. Refer to Creating Reports from Excel Report Templates.

The WIP and Write On/Off columns will be included on the Data - Jobs tab, and can be added to the Report tab Pivot Table if required.