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 granular 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-up decisions.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Aged WIP by Ageing Category" with a PM/Client/Project breakdown, and has been substantially redesigned for Insights Pro.
How to use it
At month-end, sort the table by the oldest aged buckets to find the highest-priority unbilled work. Anything sitting in the oldest buckets should have a decision made — invoice, write off, or document why it's being held. Use the Slice → Project → Project Manager drill-down to confirm whether WIP sits on a stage with 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 | Total uninvoiced chargeable value across all projects |
60+ Days | WIP balance aged 60+ days |
Aged WIP | WIP broken into age buckets, configured per your organisation's aged WIP settings |
WIP Value by Slice | Aged WIP total, broken out by the selected Slice By dimension |
Slice/Project/PM table | Same aged-bucket breakdown at row level, drillable by Slice → Project → Project Manager |
Visuals
Aged WIP (donut breakdown by bucket, $ and %)
WIP Value by Slice (bar)
Slice / Project / Project Manager table with full aged-bucket columns
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Transaction Type: filter by transaction type (Balance, Bill, Cash, Office, Time, Travel, Unearned)
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Expenses / External / Internal: quick-select by Transaction Type group (a coarser grouping than the individual Transaction Type filter values)
Aged bucket presets: jump the whole page to a single aged-WIP bucket at a time, matching the table's column headers and configured per your organisation's aged WIP settings