WIP Reports (cost-to-cost / earned vs billed / margin fade)¶
| Stage | Estimated |
|---|---|
| Status | Deferred |
| Design status | In progress |
| Estimate | 2w (M) |
| Confidence | Low |
| Linear | PIN-62 ↗ PIN-690 ↗ |
| Linear status | Backlog |
| Design | Design ↗ |
| Linear epic | Financial Management & Reporting |
| Module | Financials / Reporting ↗ |
Priority: Low · Route: /executive/wip
Scope¶
Standard construction WIP report — per-project contract value, billed-to-date, cost-to-date, percent complete, and over/under-billing — rolled up company-wide from existing project and financial data. (Source: PIN-62, PIN-690.)
Acceptance criteria¶
- Per-project row: contract value, billed to date (% billed), cost to date (% complete), over/under billing
- Follows the standard cost-to-cost WIP format used for accountant/surety reporting
- Requires budget-actuals data to be meaningful (depends on job-cost sync)
- Company-wide rollup across active projects, pulled from existing project/financial tables
- Lower priority than core September modules; lands after core billing/estimating work
Conor's comments¶
It is part of finaciasl in design. Need to get all estimating, billing and financials right.
Notes¶
Needs job-cost sync
Open question for Conor¶
Accounting-integration timing