Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Finance team, principals, project managers
Dashboard Explained
Live WIP value by project, manager and office with full ageing. WIP Analysis is the month-end tool for identifying what's invoiceable, understanding how long work has been sitting unbilled, and building the data backing for any WIP write-off decisions.
How to use it
At month-end, filter WIP Analysis to the current month and sort by aged balance (90+ days) to find the oldest unbilled work. Anything ageing past 90 days should have a decision made — invoice, write off, or document why it's being held. Use the stage-level drill-down to confirm whether WIP is on a stage that has remaining fee available. Cross-reference with Prebill Analysis for work that hasn't yet been billed but is scheduled for the coming month.
Understanding your data
Key Fields | How it's Calculated |
WIP Balance | Total uninvoiced chargeable value for each project — the sum of all charge entries that have not been included in a finalised invoice |
WIP Age (Days) | Number of days from the transaction date of each charge entry to the current date. Used to classify WIP into aged buckets |
Future WIP | WIP from transactions with a date in a future period (not yet due for invoicing) |
0–30 Day WIP | WIP from transactions dated within the last 30 days — recently generated, typically within normal billing cycle |
31–60 Day WIP | WIP from transactions dated between 31 and 60 days ago — requires attention if not progressing to invoice |
61–90 Day WIP | WIP from transactions dated between 61 and 90 days ago — a billing decision should be made |
91+ Day WIP | WIP from transactions dated more than 90 days ago — the highest priority for invoicing, write-off, or a documented hold decision |
Filters
Office: Filter to one or more offices
Project Manager: Filter to a specific PM's portfolio
Project Status: Active, on hold, complete
Date range: WIP as at a specific period