Project WIP report (ProjWIPProj)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this report to analyze work in progress transactions on projects for a specified date range.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
Include project types |
Select the project types that you want to include on the report. You must select at least one project type. |
Include transaction types |
Select the transaction types that you want to include on the report. You must select at least one transaction type. |
(Project date) From date / To date |
Specify a starting date and an ending date to include transactions that are posted to projects. |
(Ledger date) From date / To date |
Specify a starting date and ending date to include project transactions that posted to the ledger. |
Actual vs. budget |
Select Actual to display actual values on the report. Select Budget to display budgeted values on the report. |
Forecast model |
Select the forecast model that you want the report to use. Note If you are using project budget control, select the budget forecast model that is used by this project. |
Project view |
Select the point of view of the output on the report from the drop down list in this field. For example, the output can be based on the project group, the person in charge of the project, the person financially in charge of the project, or the customer. |
Project level |
Specify the number of subproject levels:
Note The subprojects below the parent project level are summarized on one line, and an asterisk (*) indicates that the summarized number includes subprojects below the first subproject level. |
Skip blank ID |
Select whether to exclude transactions that are not associated with a project ID. |
Skip zero |
Select whether to exclude all rows on the report where the amounts are equal to zero. |
Show amount |
Select how you want decimals to appear on the report. Select from the following options:
|
Show hour |
Select whether to display the quantity of hours, the cost value for hours posted to a project, or both on the report. |
Positive WIP |
Select whether to include projects where the WIP amount is a net positive value. WIP is positive when invoiced amounts exceed cost transactions. |
Negative WIP |
Select whether to include projects where the WIP amount is a net negative value. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
ProjWIPProj |
Location of report in the AOT |
SSRS Reports\Reports\ProjWIPProj |
Menu item of the report |
ProjListProjWIPProj |
Navigation to the report |
Click Project management and accounting > Reports > Project statements > WIP > Project WIP. |
Where the data in this report comes from
The data on this report comes from the following sources:
ProjListProjWIPProjDP.processReport
PROJLISTPROJWIPTMP table
ProjTable
Note
To determine where the data in the temp table comes from, view the cross-references for the ProjListProjWIPProjDP.processReport class.
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).