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
