ICRW Construction WIP reports

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

You can use Interactive Custom Report Writer (ICRW) Construction WIP reports to:

  • Analyze WIP billing values
  • Update WIP schedules
  • Analyze cost entries
  • Track WIP schedule project summaries by period
We recommend using the Project Detail reporting area for project-based construction reporting. Construction reporting is a legacy reporting area that will not be updated.
Subscription Interactive Custom Report Writer
Regional availability

ICRW: Any

Construction: United States, Canada, Australia, United Kingdom (EA)
User type Interactive Custom Report Writer: Business, Project Manager, Warehouse
Permissions Platform Services, Interactive Custom Report Writer: Run, List, View, Add, Edit, Delete for Interactive Custom Reports
These WIP reports have the WIP rollup Project ID prompt and columns. You can select a specific rollup project.

WIP Billing GL Detail – CRE

This report shows GL billing transaction details that can be used to analyze WIP billing values. You can select a Batch number to go directly to the journal entries for that row. Fields include Primary project, Sub project, Project manager, Customer, Journal, GL posting date, Batch number, Description (batch title), and amount Billed.

You can filter this report by Primary (root) Project ID, Project manager, and GL posting date range. Separate multiple Primary project ID entries with a semicolon. Leave prompt values empty to include all values.

Construction reports that contain GL information use the accounts specified in WIP management.

  • Cost accounts: Select the cost accounts for totaling job costs to the date used in your WIP schedules.
  • Revenue accounts: Select the revenue accounts for totaling the billed to date amounts used in your WIP schedules.

To configure Work in Progress (WIP) management for GL accounts and journal, see Set up work in progress (WIP) management.

WIP CFO Import Worksheet – CRE

This report generates a worksheet for CFO editable fields in WIP Management that can be used with Import data to update WIP schedules.

The WIP schedule must exist in WIP management prior to running this report.

Follow this procedure to use the report:

  1. Open the report and use the prompts to only include the WIP period you want to edit.
  2. Export the report to the Data > CSV file format.
  3. Open the exported worksheet in a CSV file editor, such as Microsoft Excel.
  4. Edit the data to change the values. The template columns are on the left, with all capital letters.
  5. Save the updated CSV file.
  6. Import the updated WIP data using the Import data tool in Company> Setup> Import data.
  7. Verify the import in WIP management.

WIP Cost GL Detail - CRE

This report shows GL cost transaction detail and can be used to analyze cost entries. You can selct the Batch number to go directly to the journal entries for that row. Fields include Primary project, Sub project, Project manager, GL Posting date, Customer, Vendor, Journal, Batch number, Description (batch title), and Cost amount.

You can filter this report by Primary (root) Project ID, Project manager, and GL posting date range.Separate multiple Primary project ID entries with a semicolon. Leave prompt values empty to include all values.

Construction reports that contain GL information use the accounts specified in WIP management.

  • Cost accounts: Select the cost accounts for totaling job costs to the date used in your WIP schedules.
  • Revenue accounts: Select the revenue accounts for totaling the billed to date amounts used in your WIP schedules.

To configure Work in Progress (WIP) management for GL accounts and journal, see Set up work in progress (WIP) management.

WIP PM Import Worksheet – CRE

This report generates a worksheet for project manager fields in WIP Management that can be used with Import data to update WIP schedules.

The WIP schedule must exist in WIP management prior to running this report.

Follow this procedure to use the report:

  1. Open the report and use the prompts to only include the WIP period you want to edit.
  2. Export the report to the Data > CSV file format.
  3. Open the exported worksheet in a CSV file editor, such as Microsoft Excel.
  4. Edit the data to change the values. The template columns are on the left, with all capital letters.
  5. Save the updated CSV file.
  6. Import the updated WIP data using the Import data tool in Company> Setup> Import data.
  7. Verify the import in WIP management.

WIP Schedule by Period - CRE

This report shows WIP schedule project summaries by period as saved in WIP management.

Fields include Period end date, Comment, Primary Project ID, Project name, Forecasted contract amount, Forecasted cost to complete, Forecasted cost at completion, Forecasted gross profit, Forecasted gross margin %, Billed to date, Cost to date, Billed %, % complete, Earned to date, Billings in excess of cost, Cost in excess of billings.

You can filter this report by Primary project ID and Period end date range. Separate multiple Primary project IDs with a semicolon. Leave prompt values empty to include all values.

Column Calculation
Billed % Job to date billings / CFO forecast contract value

WIP Schedule by Project - CRE

This report shows WIP schedule project summaries as saved in WIP management.

Fields include Primary project, Period end, Forecasted contract amount, Forecasted cost to complete, Forecasted cost at completion, Forecasted gross profit, Forecasted gross margin %, Billed to date, Cost to date, Billed %, % complete, Earned to date, Current earned profit, Billings in excess of cost, Cost in excess of billings.

You can filter this report by Primary project ID, and Period end date range. Separate multiple Primary project IDs with a semicolon. Leave prompt values empty to include all values.