WIP Project Corrections

The WIP Project Corrections report shows the WIP entries that have been reassigned or unassigned from a project. Managers can use this report to review changes in the project.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

  • Security group profile > Functional rights > Reports > Shared Library > Shared Views
  • Security group profile > Functional rights > Reports > Firm Library > Custom
  • Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
  • Security group profile > Functional rights > Reports > Firm Library > <report name>
  • Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Reports in Foundation that are Comparable

In Practice Management and Practice Advantage, there are no comparable reports. This is a new standard report.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option Setting Description

Hide Comma

Yes/No

Includes or excludes commas in numbers.

Hide Penny

Yes/No

Includes or excludes pennies in amounts.

Include Deleted Clients

Yes/No

Includes or excludes the deleted client information.

Default Filters
Field Name Operator Value

Transaction Date

Between

First Day of Current Month, Today

Optional Filters
Available Fields

Accounting Period Date

Client Type

Posted Date

Business Code

Department

Primary Partner

Client

Due Date

Report Name

Client – Principal

Line of Business

Return Group

Client Bill Manager

Manager

Sort Name

Client Business Unit

New Project

Staff

Client ID

New Project ID

Staff Business Unit

Client ID.Sub ID

New Project Name

Staff ID

Client Name

New Project Type

Staff Name

Client Office

Original Project

Staff Office

Client Primary Service Type

Original Project ID

Staff Region

Client Region

Original Project Name

Tax Type

Client Sub ID

Original Project Type

Transaction Date

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Available Fields

Business Code

Client Office

New Project Name

Client

Client Primary Service Type

New Project Type

Client – Principal

Client Region

Original Project

Client Bill Manager

Client Type

Original Project ID

Client Business Unit

Line of Business

Original Project Name

Client ID

Manager

Original Project Type

Client ID.Sub-ID

New Project

Primary Partner

Client Name

New Project ID

Sort Name

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Sorting
Available Fields

Amount

Due Date

Original Project

Client

Hours

Service Code

Date

New Project

Staff

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field Description

Client

The client name and ID. The format is Client Sort Name (Client ID.Sub-ID).

Date

The transaction date of the WIP entry.

Staff

The staff that created the WIP entry.

Service Code

The service code for the WIP Entry.

Original Project

The project name and ID originally associated with this WIP. If there was no project associated with the WIP the report will display “Unassigned”.

Hours

The hours on the WIP time entry.

Amount

The amount of the WIP entry.

Invoice Description

The invoice description of the WIP entry.

Internal Note

The internal note of the WIP entry.

New Project

The project name and ID the WIP has been reassigned to. If the WIP was unassigned from a project, this will be blank.

Due Date

The planned finish date of the project the WIP has been reassigned to. If the WIP was unassigned from a project, this will be blank.

WIP Project Corrections Sample Report