Managing WIP – Unbilled Work Quick Summary

The Unbilled Work Quick Summary page shows all unbilled time and cost from all time up to a chosen date.

It’s used to quickly see where you are at on a job (project), and what you need to bill.

From this screen you can access further reports, or start invoicing and assigning time.

Unbilled Work Quick Summary – click to enlarge
Continue reading

Unbilled Work Quick Summary On Proposals Report

The Unbilled Work Quick Summary on Proposals report gives a list of ‘unbilled’ work on proposals within a selected date range.

It’s useful to check the value of time and cost spent on proposals.

This report includes many of the same filters and features used for managing billable WIP, and can be accessed from the same screen. It’s used to compare and manage current proposals by filtering and grouping data by office, client manager, and project managers.

Unbilled Work Quick Summary On Proposals report
Continue reading