Contract WIP Report Settings

Prerequisites:  It is essential to understand how to create and manage Custom Contracts prior to changing the Custom Contract Type WIP Reporting settings.  The below steps show how to alter the  WIP Reporting Exclusions on a Contract Type that has already been created.  Please see the below for more information on how to create and manage Custom Contract Types:

1.  Go to Contracts >> Contract Types >> Get Data (or restrict by name) >> Click the
  icon to edit the Contract Type

WIP_Report_Get_Contract_Type

2. On the Contract Type Details tab you can choose to Exclude Extension Hours from WIP Calculations by selecting the below tick box highlighted below.  Note this is only applicable when using Budget Group - Hours.   Please refer to Contract Budget Types for more information on Contract Budgets.

WIP_Report_Exclude_Budget_hrs

3. To exclude specific Charges go to the Contract Charges tab >> Select any Charges to Exclude from WIP reporting under the column Excl WIP? Click on Save

WIP_Report_Exclude_Charges
4. To run the Contract WIP Export go to Reports >> Report Category : Contracts >> Contract WIP Export.  For more information on the report Filters please see Contract WIP Export.