{"id":18834,"date":"2022-08-18T17:44:14","date_gmt":"2022-08-18T21:44:14","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/14\/report-of-work-in-progress\/"},"modified":"2024-07-15T12:59:02","modified_gmt":"2024-07-15T16:59:02","slug":"report-of-work-in-progress","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/","title":{"rendered":"Report of work in progress"},"content":{"rendered":"\n

The work in progress report allows you to quickly view all of your billable projects by transaction (timesheets) with their status. Not only will you see the tracking of amounts in real time, but you will be able to see the percentage of hours completed.<\/p>\n\n

This will allow you to manage your business<\/a> well. It requires the use of several ERP<\/a> (enterprise resource planning) functions<\/a> of the Collabox.<\/p>\n\n

Preliminary checks<\/h3>\n\n

To get the “real” numbers for your company, first make sure you have made the following entries for each project in Collabox: <\/p>\n\n

  1. Service offerings<\/li>
  2. Invoices<\/li>
  3. Disbursed<\/li>
  4. Time sheets<\/li><\/ol>\n\n

    Also, make sure that the updates on the projects have been made and that the “billable by transaction” box is checked in the project form.<\/p>\n\n

    \"\"<\/figure>\n\n

    Produce the work in progress report<\/h3>\n\n

    First, select the “Reports” menu.<\/p>\n\n

    \"Reports<\/figure>\n\n

    Then click on the “Work in Progress Report” tab in the left grey menu.<\/p>\n\n

    \"Image<\/figure><\/div>\n\n

    There are several filter options available to you for creating the report. Check the desired items and select options from the drop-down menus, if applicable. Transactions refer to the timesheet entries of your employees. <\/p>\n\n

    \"Work<\/figure>\n\n

    The basic table generated by the Collabox looks like this.<\/p>\n\n

    \"Fictitious<\/figure>\n\n

    Field description<\/h3>\n\n

    The table produced in the report is divided by column. Each column is associated with a particular field. The first fields refer to the context of the project. First, see the client’s name, project number and name. <\/p>\n\n

    \"Excerpt<\/figure><\/div>\n\n

    The second portion of the table refers to the financial aspect of the project. It shows the expected amount of money from the service offering. The amount already invoiced to the customer is shown, as well as the amount still to be invoiced. <\/p>\n\n

    Progress refers to the percentage of completion handwritten by the employee in the project sheet. In turn, the calculated progress refers to the percentage of the planned money (fees, equipment, product, subcontracting, etc.) that is actually spent based on the information in the service offering.<\/p>\n\n

    Then comes the actual profitability of the project. The “Work in Progress” column refers to the amount of money worked but not yet invoiced. Be sure to update the percentage of progress on your projects to get a real time number. Finally, a quick glance at the “hours worked” field allows you to see the progress in hours of the project and to anticipate cost overruns before they occur!<\/p>\n\n

    \"Excerpt<\/figure>\n\n

    Watch several videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the Blog<\/a> to continue your Collabox configuration!<\/p>\n\n

    If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n

    info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"

    The work in progress report allows you to quickly view all of your billable projects by transaction (timesheets) with their status. Not only will you see the tracking of amounts…<\/p>\n","protected":false},"author":1,"featured_media":27286,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[230,247,194],"tags":[],"class_list":{"0":"post-18834","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-digital-transformation","8":"category-progression-en","9":"category-reports"},"yoast_head":"\nReport of work in progress - Collabox 2026 - ERP management software<\/title>\n<meta name=\"description\" content=\"The work in progress report highlights project management elements by hours worked (transactions).\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Report of work in progress\" \/>\n<meta property=\"og:description\" content=\"The work in progress report highlights project management elements by hours worked (transactions).\" \/>\n<meta property=\"og:url\" content=\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/\" \/>\n<meta property=\"og:site_name\" content=\"Collabox\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/collbx\" \/>\n<meta property=\"article:published_time\" content=\"2022-08-18T21:44:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-15T16:59:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/08\/SW_travaux_en_cours.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2713\" \/>\n\t<meta property=\"og:image:height\" content=\"1947\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"ad2816ed_admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ad2816ed_admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/\"},\"author\":{\"name\":\"ad2816ed_admin\",\"@id\":\"https:\/\/doc.collabox.com\/en\/#\/schema\/person\/f5c41eec8a13ff07c99a6059ded74439\"},\"headline\":\"Report of work in progress\",\"datePublished\":\"2022-08-18T21:44:14+00:00\",\"dateModified\":\"2024-07-15T16:59:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/\"},\"wordCount\":436,\"publisher\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/08\/SW_travaux_en_cours.png\",\"articleSection\":[\"Digital transformation\",\"Progression\",\"Reports\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/\",\"url\":\"https:\/\/doc.collabox.com\/en\/2022\/08\/18\/report-of-work-in-progress\/\",\"name\":\"Report of work in progress - 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