View history for work in progress (WIP) projects

The WIP History page shows information from all WIP schedules for your entity, so you can see historical trends for projects and create customized sets of data for analysis. You can also export WIP schedule information from this page.

At the top level, the WIP History page shows WIP schedules for all entities.
Subscription

Construction

Projects
Regional availability
  • Australia
  • Canada
  • United Kingdom
  • United States
User type

Business

Project Manager
Permissions

Projects

  • Projects: List, View, Add, Edit
  • WIP management: List, View, Add, Edit

See trends and progress for a WIP project

  1. Go to Projects > All > WIP history.
  2. Filter by the project (use either the Project ID or Project name field).
  3. Sort by the Period end.
You can add columns to see trends for additional data points. For example, to see the profit fade, add CFO forecast gross profit margin pct (%).

Learn how to add columns

Export data to update a WIP schedule

  1. Go to Projects > All > WIP history.
  2. Select the Fields used for import view, which shows only the fields that are used for import:
    • Period name
    • Period end
    • Project ID
    • Project name
    • PM forecast cost at completion
    • PM forecast contract value
    • CFO forecast cost at completion
    • CFO forecast contract value
    You can add columns to include in the exported data. When you import, any extra columns that you added are not imported.

    Learn how to add columns

  3. Check that there are no filters applied.
  4. Filter by the period (use either the Period name or Period end field).

    Filter for only one period, and do not filter out any projects for that period.

  5. Select Export.
  6. Select the file type for the exported data.
  7. Copy the exported data into an import file (use the import template that you can download from the View WIP Schedules page or the Edit WIP Schedules page).
  8. Update the data in the import file.
  9. Import the updated data to the WIP schedule.

    Learn how to import WIP schedule data.

Export a customized set of data for analysis

  1. Go to Projects > All > WIP history.
  2. Filter and sort on any columns to show exactly the data you want.
  3. Select Export.
  4. Select the file type for the exported data.