Project Financial Analytics - APIs - V2 - Work-In-Progress (WIP)

API Name: API_V2_WIP

Important Things To Know

  • The WIP Analysis dashboard is normally used for Fixed Lump Sum and Unit Price Contracts not Cost Plus.
  • Original Cost and Contract Budgets are entered within the Prime Contract form.
  • Approved Change Order (CO) Budgets are added to the Original Prime Contract Budgets (aka Revised Budgets).
  • Cost Budgets are extremely important for WIP otherwise all calculations will be off.
  • Procurement and Time Tracking transactions marked as 'Pending' or 'Not Approved' are not included in this dashboard.
  • Start and End Date should be blank when viewing WIP for inactive or completed projects. However, a cutoff or end date (e.g. 31-Mar-2022) can be used for active projects.

API Fields

  • ProjectNumber
  • ProjectTitle
  • ProjectPMContactName
  • ProjectBidContactName
  • ProjectSalesContactName

  • PrimeContractId
  • PrimeContractNumber
  • PrimeContractSubject
  • PrimeContractIssueDateUtc
  • PrimeContractIssueDateOrgLocal
  • PrimeContractStatus
  • PrimeContractStatusDateUtc
  • PrimeContractStatusDateOrgLocal
  • PrimeContractBillingType
  • PrimeContractBillingTypeValue
  • OwnerCompanyName
  • OwnerContactName
  • ContractorCompanyName
  • ContractorContactName
  • PrimeContractEstStartDateUtc
  • PrimeContractEstFinishDateUtc
  • PrimeContractEstFinishDateInclCODaysUtc
  • PrimeContractEstStartDateOrgLocal
  • PrimeContractEstFinishDateOrgLocal
  • PrimeContractEstFinishDateInclCODaysOrgLocal

  • 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

  • Variance_PrimeInvoiceCostToDate_Approved_GrossTotal
  • Variance_PrimeInvoiceCostToDate_Approved_Total

  • Percent_PrimeInvoiceRevenueBudget_Approved_Gross
  • Percent_CostToDateCostBudget_Gross
  • Percent_CostToDateCommittedCost_Gross

  • EarnedRevenue_CostToDateCostBudget_Approved_Gross
  • Billing_Over_CostToDateCostBudget_Approved_Gross
  • Billing_Under_CostToDateCostBudget_Approved_Gross

  • EarnedRevenue_CostToDateCommittedCost_Approved_Gross
  • Billing_Over_CostToDateCommittedCost_Approved_Gross
  • Billing_Under_CostToDateCommittedCost_Approved_Gross

  • Percent_ProfitMargin_PrimeInvoiceCostToDate_Approved_Gross
  • Percent_ProfitMargin_PrimeInvoiceCostToDate_Approved_Total

  • Percent_ProfitMarkup_PrimeInvoiceCostToDate_Approved_Gross
  • Percent_ProfitMarkup_PrimeInvoiceCostToDate_Approved_Total