Work-in-progress (WIP) API V1
API Name: CoreconAPI_WIP
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The WIP analysis dashboard is primarily intended for Fixed Lump Sum and Unit Price contracts, and is not typically used for Cost Plus contracts.
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Original cost and contract budgets are entered in the prime contract form.
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Approved change order (CO) budgets are added to the original prime contract budgets (revised budgets).
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Accurate cost budgets are critical for WIP analysis. If cost budgets are missing or incorrect, all WIP calculations will be inaccurate.
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Procurement and time tracking transactions with a status of pending or not approved are excluded from this dashboard.
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When reviewing WIP for inactive or completed projects, the start and end dates must be left blank. For active projects, a cutoff or end date might be used. For example, 31‑Mar‑2025.
API fields
- ProjectId
- ProjectNumber
- ProjectTitle
- ProjectBidContactName
- ProjectSalesContactName
- ProjectPMContactName
- ProjectEstStartDateUtc
- ProjectEstStartDateOrgLocal
- ProjectEstFinishDateUtc
- ProjectEstFinishDateOrgLocal
- PrimeContractId
- PrimeContractNumber
- PrimeContractSubject
- PrimeContractIssueDateUtc
- PrimeContractIssueDateOrgLocal
- PrimeContractStatus
- PrimeContractApprovalDateUtc
- PrimeContractApprovalDateOrgLocal
- PrimeContractBillingType
- PrimeContractBillingTypeValue
- OwnerCompanyName
- OwnerContactName
- ContractorCompanyName
- ContractorContactName
- PrimeContractEstStartDateUtc
- PrimeContractEstFinishDateUtc
- PrimeContractEstStartDateOrgLocal
- PrimeContractEstFinishDateOrgLocal
- RevenueBudget_Revised_Subtotal
- RevenueBudget_Revised_Total
- PrimeInvoice_Approved_GrossTotal
- PrimeInvoice_Approved_Total
- CostBudget_Revised
- CommittedCost_Approved_Subtotal
- CommittedCost_Approved_Total
- CostToDate_Approved_GrossTotal
- CostToDate_Approved_Subtotal
- CostToDate_Approved_Total
- CashFlow_Approved_Total
- Percent_Invoiced_Gross
Is equal to the approved prime invoice gross total (PrimeInvoice_Approved_GrossTotal) divided by the revised revenue budget subtotal (RevenueBudget_Revised_Subtotal), multiplied by 100.
- Percent_CostToDateCostBudget_Gross
Is equal to the approved cost-to-date gross total (CostToDate_Approved_GrossTotal) divided by the revised cost budget (CostBudget_Revised), multiplied by 100.
- Percent_CostToDateCommittedCost_Gross
Is equal to the approved cost‑to‑date gross total (CostToDate_Approved_GrossTotal) divided by the approved committed cost subtotal (CommittedCost_Approved_Subtotal), multiplied by 100.
- Percent_Profit_Margin_Total
Is equal to the approved cash flow total (CashFlow_Approved_Total) divided by the revised total revenue budget (RevenueBudget_Revised_Total), multiplied by 100.
API fields for Fixed Lump Sum and Unit Price contracts
- EarnedRevenue_CostBudget_Gross
Is equal to the revised revenue budget subtotal (RevenueBudget_Revised_Subtotal) multiplied by the percentage of the cost-to-date cost budget gross (Percent_CostToDateCostBudget_Gross).
- EarnedRevenue_CommittedCost_Gross
Is equal to the revised revenue budget subtotal (RevenueBudget_Revised_Subtotal) multiplied by the percentage of the cost-to-date committed cost gross (Percent_CostToDateCommittedCost_Gross).
- Billing_Over_CostToDateCostBudget
Is equal to the approved prime invoice gross total (PrimeInvoice_Approved_GrossTotal) minus the earned revenue cost budget gross (EarnedRevenue_CostBudget_Gross) when the PrimeInvoice_Approved_GrossTotal is greater than the EarnedRevenue_CostBudget_Gross; otherwise, it's equal to 0.
- Billing_Under_CostToDateCostBudget
Is equal to the earned revenue cost budget gross (EarnedRevenue_CostBudget_Gross) minus the approved prime invoice gross total (PrimeInvoice_Approved_GrossTotal) when the PrimeInvoice_Approved_GrossTotal is less than the EarnedRevenue_CostBudget_Gross; otherwise, it's equal to 0.
- Billing_Over_CostToDateCommittedCost
Is equal to approved prime invoice gross total (PrimeInvoice_Approved_GrossTotal) minus the earned revenue committed cost gross (EarnedRevenue_CommittedCost_Gross) when the PrimeInvoice_Approved_GrossTotal is greater than the EarnedRevenue_CommittedCost_Gross; otherwise, it's equal to 0.
- Billing_Under_CostToDateCommittedCost
Is equal to the earned revenue committed cost gross (EarnedRevenue_CommittedCost_Gross) minus the approved prime invoice gross total (PrimeInvoice_Approved_GrossTotal) when the PrimeInvoice_Approved_GrossTotal is less than the EarnedRevenue_CommittedCost_Gross; otherwise, it's equal to 0.
API fields for Cost Plus contracts with or without GMP
- EarnedRevenue_CostBudget_Gross
Is equal to the approved prime invoice gross total (PrimeInvoice_Approved_GrossTotal).
- EarnedRevenue_CommittedCost_Gross
Is equal to the approved prime invoice gross total (PrimeInvoice_Approved_GrossTotal).
- Billing_Over_CostToDateCostBudget
Is equal to zero.
- Billing_Under_CostToDateCostBudget
Is equal to zero.
- Billing_Over_CostToDateCommittedCost
Is equal to zero.
- Billing_Under_CostToDateCommittedCost
Is equal to zero.