View history for work in progress (WIP) projects

Depending on the level of detail you use for project costs, you have different options to view historical information for WIP projects.

  • If you break down project costs by WIP schedule projects or by Subprojects, you can view project-level history on the WIP History page.
  • If you break down project costs by Tasks or by Tasks and cost types, you can view history at different levels using the following pages:
    • WIP project history: This is the same as the WIP History page.
    • WIP detail history: This page shows information at the level of detail you use.

    Both of the history pages show 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 both pages.

    At the top level, the history pages show WIP schedules for all entities.
Subscription

Construction

Projects

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

Business

Construction Manager

Project Manager

Permissions

Projects

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

See trends and progress for a WIP project

  1. Do one of the following:
    • If you break down project costs by WIP schedule projects or by Subprojects, go to Projects > All > WIP history.
    • If you break down project costs by Tasks or by Tasks and cost types, go to Projects > All > WIP history > WIP project history or WIP detail 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. Do one of the following:
    • If you break down project costs by WIP schedule projects or by Subprojects, go to Projects > All > WIP history.
    • If you break down project costs by Tasks or by Tasks and cost types, go to Projects > All > WIP history > WIP project history or WIP detail history.
  2. Select the Fields used for import view, which shows only the fields that are used for import.
    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. Do one of the following:
    • If you break down project costs by WIP schedule projects or by Subprojects, go to Projects > All > WIP history.
    • If you break down project costs by Tasks or by Tasks and cost types, go to Projects > All > WIP history > WIP project history or WIP detail 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.