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 |
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 |
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