WIP Reports

WIP Reports is the per-Job work-in-progress view in Workglue Reports. Use it to see everything about a single Job in one place: status, assignments, invoices, finance overview, calculated hours, tasks, checklists, job notes, and a detailed cost breakdown comparing budget to actual spend. WIP Reports is built for project managers, owners, and supervisors who need to see the health of one Job at a time without clicking through multiple tabs on the Job page.

ccessing WIP Reports

1. Select Reports in the navigation.
2. Select the WIP Reports tab.

Selecting a Job

WIP Reports displays one Job at a time. There are three ways to choose which Job you see:

Use the Job selector dropdown

1. Select the Select Job dropdown.
2. Scroll or type in the search field to find the Job.
3. Select the Job from the list.

The dropdown loads Jobs in batches and shows the count ("Loaded 25 of 51"). Type a partial Job name, customer name, or Job number to filter the list.

Use the arrow navigation

The header shows "Job X of Y" with left and right arrow buttons. Use the arrows to step through Jobs one at a time in order.

Use the Filter Jobs dropdown

Select Filter Jobs in the top right to filter the list of Jobs available in the selector. Filter options include:

• Archived. Show or hide archived Jobs.
• Job Types. Filter by Commercial Exterior, Commercial Interior, HOA Exterior, HOA Interior, Industrial, Prevailing Wage, Residential Exterior, Residential Interior, and any custom Job Types your company uses.
• Job Stages. Filter by stage including Closed stages.
• Salesperson. Filter to Jobs assigned to a specific Sales Person.
• Project Manager. Filter to Jobs assigned to a specific Project Manager.
• Supervisor. Filter to Jobs assigned to a specific Supervisor.
• Crew Lead. Filter to Jobs assigned to a specific Crew Leader.

Select your filters and select Apply. Select Clear to reset.

Job header section

The top section of WIP Reports shows the core details for the selected Job:

• Supervisor. The Supervisor assigned to the Job.
• Sales. The Salesperson assigned to the Job.
• Project Manager. The Project Manager assigned to the Job.
• Crew Leader. The Crew Leader assigned to the Job.
• Customer. The customer account the Job belongs to.
• Contacts. The Contacts attached to the Job.
• Status. The current Job Stage.
• Job #. The Workglue PO number.
• Address. The Job address.

Select the Job name in the header to open the full Job page.

Invoices section

Lists every invoice attached to the Job. Each invoice shows:

• Invoice number.
• Invoice date.
• Status. Open or paid.
• Invoice total.
• Balance. The amount still owed.

Select the chevron in the section header to collapse or expand the Invoices section.

Finance Overview section

The Finance Overview gives you the financial picture of the Job at a glance.

To-Date Calculated Hours

A donut chart showing what percentage of estimated hours have been used so far. The percentage in the center is calculated from hours logged divided by estimated hours.

• Estimated Hours. The total hours estimated on the Original Estimate.
• Regular Hours To-Date. Regular labor hours logged so far.
• OT Hours To-Date. Overtime hours logged so far.
• Available Hours. Estimated hours minus hours used.

Below the donut, a dropdown shows the supervisor-reported completion percentage with the format "Reported at X% by [Name]". This is the same Supervisor Report value managed on the Status Manager report. Select the dropdown to change the supervisor-reported percentage, or select the X to clear it.

Project Summary

A pie chart breaking down the estimated cost of the Job by category:

• Estimated Labor Cost.
• Estimated Materials.
• Estimated Equipment.
• Contracted Subs.

This shows where the money was supposed to go when the Job was estimated.

Job Tasks section

Lists every task assigned to the Job. Each task shows:

• Assignee. The worker the task is assigned to.
• Due Date and time.
• Task description.
• Completion status. Filled circle for complete, empty circle for incomplete.

Shows "(X total)" in the section header so you can see the full count even when only the first few tasks are visible. Select View All at the bottom of the section to see every task.

Job Notes section

Lists Job Notes (also called Field Messages) posted on the Job. Each note shows the author, date and time, and content. Select View All to see every note. The "(X total)" count in the section header shows how many notes exist on the Job.

Job Checklist section

Lists every checklist applied to the Job with a progress bar showing X of Y complete. Select View X incomplete items under any checklist to see the items that still need to be checked off.

Job Log section

Shows the most recent field log entries posted on the Job. Each entry shows the date, time, and content. The "(X total)" count in the section header shows how many logs exist on the Job.

Cost Breakdown section

A pie chart with the cost categories broken out. The numbers update as costs are logged against the Job through timesheets, materials purchases, equipment, and subcontractor charges.

Shown alongside the chart:

• Labor Cost To Date. Total labor cost logged against the Job.
• Materials To Date. Total materials cost logged against the Job.
• Equipment To Date. Total equipment cost logged against the Job.
• Subcontractor Cost To Date. Total subcontractor cost logged against the Job.
• Current Total Cost. All costs combined.
• Gross Profit %. Calculated from estimated price minus current total cost.
• Current Total Gross Profits. Estimated price minus current total cost in dollars.

Materials section

A pie chart showing materials spend against budget:

• Purchased To Date. Materials cost logged so far.
• Remaining Budget. Estimated materials minus purchased to date.

Subcontractor section

A pie chart showing subcontractor spend against budget:

• Cost To Date. Subcontractor cost logged so far.
• Remaining Budget. Contracted subs estimate minus cost to date.

Opening the Job from WIP Reports

Select the Job name anywhere it appears as a link in WIP Reports to open the full Job page. Use this when you need to edit Job details, change the Job Stage, add Tasks, post messages, manage the estimate, or work with files on the Job. WIP Reports is a read-only summary view, so any changes need to happen on the Job page itself.