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
Dashboard Explained
Aged WIP buckets moving month over month. Aged WIP Evolution is the early-warning view for WIP management — it shows whether late-aged WIP is being actively collected and invoiced, or quietly getting older without action.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Review Aged WIP Evolution monthly alongside WIP Analysis. If the oldest buckets are growing month over month, WIP isn't being cleared — either through invoicing or write-off decisions. A stable or shrinking oldest bucket means collections and invoicing are working. Drill from Aged WIP Bucket into Slice and then Project to trace a bucket's monthly balance back to the specific projects behind it, and use this view to report on WIP management progress to leadership and to set targets for reducing aged balances over the quarter.
Understanding your data
Key Fields | How it's Calculated |
WIP Evolution by Aged WIP Buckets | Total WIP balance trended monthly, broken into age buckets configured per your organisation's aged WIP settings |
Total | Sum across all aged buckets, trended monthly |
Visuals
WIP Evolution by Aged WIP Buckets (area/trend chart)
Aged WIP Buckets × Month table, with Total row, drillable by Aged WIP Bucket → Slice → Project
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
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 (defaults to Aged WIP Buckets on this page)
Toggles
Aged bucket presets: jump the whole page to a single aged-WIP bucket at a time, matching the table's row headers and configured per your organisation's aged WIP settings