This is a glossary of terms used for Project WIP views, intended for users who create their custom Live Data Reports.
Primary Table Name: BIDATAPROJECTWIP
Live Data View: LDView_BICurrentProjectWIP, LDView_BiProjectBacklog, LDView_BiProjectWIP, LDView_ProjectSnapshot
Referenced by core Live Data Reports, such as Report# Q0059, Q0060, Q0291, Q0298, Q0304, Q0329, Q0345.
| Q360 WIP Glossary | |||
| Section | Field Name | Caption | Comments |
| Budgeted | Budget values are from the original sale, based on configuration | ||
| BUD_GM | Budget GM | Gross margin (%) | |
| BUD_GP | Budget GP | Gross profit ($) | |
| BUD_GPPERHOUR | Bud GP/Hour | Gross profit / hours | |
| BUD_HRS | Budget Hours | Total hours | |
| BUD_LAB | Budget Lab | Labor cost | |
| BUD_LABREV | Budget LabRev | Labor revenue | |
| BUD_MAT | Budget Mat | Material cost | |
| BUD_MISC | Budget Misc | Misc cost | |
| BUD_REV | Budget Rev | Total revenue | |
| BUD_SUB | Budget Sub | Sub-contract cost | |
| Calculated | Calculated values are derived from other values or linked documents | ||
| BACKLOG | Backlog | PROJ_REV – EARN_REV | |
| GPBACKLOG | GP Backlog | PROJ_GP – EARN_GP | |
| ICO | ICO | Total cost of internal change orders | |
| INVOICED | Invoiced | Total invoiced sub total not including taxes | |
| LAB_POC | Labor POC | Labor percentage of completion (actual hours / projected hours) | |
| OVER_BILL | Over Bill | Value when invoiced amount > earned revenue | |
| PERCENTCOMPLETE | Percent Complete | Job cost percentage of completion | |
| TOTAL_POC | Total POC | Job cost percentage of completion | |
| TOTALPAID | Total Paid | Total amount paid on invoices | |
| UNDER_BILL | Under Bill | Value when earned revenue > invoiced amount | |
| Customer | Customer header information | ||
| CUSTOMERADDRESS1 | Customer Address 1 | Customer Address 1 | |
| CUSTOMERADDRESS2 | Customer Address 2 | Customer Address 2 | |
| CUSTOMERCITY | Customer City | Customer City | |
| CUSTOMERCOUNTRY | Customer Country | Customer Country | |
| CUSTOMERNAME | Customer Name | Customer Name | |
| CUSTOMERNO | Customer No. | Customer No. | |
| CUSTOMERSTATE | Customer State | Customer State | |
| CUSTOMERZIP | Customer Zip | Customer Zip | |
| SITEADDRESS1 | Site Address 1 | Site Address 1 | |
| SITEADDRESS2 | Site Address 2 | Site Address 2 | |
| SITECITY | Site City | Site City | |
| SITECOUNTRY | Site Country | Site Country | |
| SITENAME | Site name | Site name | |
| SITESTATE | Site State | Site State | |
| SITEZIP | Site Zip | Site Zip | |
| Delta Period | Change during current period from 1st day to as of date | ||
| DGM | Delta GM | Change in gross margin (%) | |
| DGP | Delta GP | Change in gross profit ($) | |
| DHOURS | Delta Hours | Change in labor hours earned | |
| DINVOICED | Delta Invoiced | Change in invoiced total ($), does not include sales tax | |
| DLABCOST | Delta Lab Cost | Change in labor cost | |
| DMATCOST | Delta Mat Cost | Change in material cost | |
| DMISCCOST | Delta Misc Cost | Change in miscelaneous cost | |
| DREV | Delta Rev | Change in earned revenue | |
| DSUBCOST | Delta Sub Cost | Change in sub contract cost | |
| Earned | Earned values are posted amounts that hit the income statement | ||
| EARN_GM | Earned GM | Gross margin (%) | |
| EARN_GP | Earned GP | Gross profit ($) | |
| EARN_GPHR | Earned GP/HR | Gross profit / hours | |
| EARN_HRS | Earned Hrs | Earned hours (posted) | |
| EARN_LABCOST | Earned Lab | Labor cost posted | |
| EARN_LABREV | Earned LabRev | Labor revenue posted | |
| EARN_MATCOST | Earned Mat | Material cost | |
| EARN_MATREV | Earn Mat Rev | Material revenue posted | |
| EARN_MISCCOST | Earned Misc | Misc cost posted | |
| EARN_REV | Earned Rev | Total revenue posted | |
| EARN_SUB | Earned Sub | Sub-contract cost posted | |
| EARN_UNP | Earned Unposted | Should be $0 at period end, is the value that would post to revenue when recognition is run. | |
| Header | Project level fields that define various aspects of the project | ||
| ADDDATE | Date Added | Time stamped by system when project record created | |
| ASOFDATE | As Of Date | As of date, point in time for WIP report data | |
| ASOFDATE_CHAR | As Of Date | Formatted date used in filter tab | |
| BIDATAPROJECTWIPNO | WIP No. | Primary key for WIP table | |
| BILLINGMETHOD | Billing Method | Billing Method | |
| BRANCH | Branch | Branch | |
| CATEGORY | Category | Category | |
| CLOSEDATE | Close Date | Close Date | |
| COMMENTS | Comments | Comments | |
| COMPANYNO | Entity No. | Entity No. | |
| COMPERCENTSALESREP1 | Comm Split Sales Rep 1 | Comm Split Sales Rep 1 | |
| COMPERCENTSALESREP2 | Comm Split Sales Rep 2 | Comm Split Sales Rep 2 | |
| COMPERCENTSALESREP3 | Comm Split Sales Rep 3 | Comm Split Sales Rep 3 | |
| DEPARTMENT | Department | Department | |
| ENDDATE | End Date | End Date | |
| ENTITYNAME | Entity Name | Entity Name | |
| ENTITYNOBRANCH | Entity/Branch | Entity/Branch | |
| FORECASTMETHOD | Forecast Method | Forecast Method | |
| INSTALLDATE | Install Date | Install Date – target substantial completion date | |
| INVOICESITENO | Invoice Site No | Invoice Site No | |
| NICKNAME | Nick Name | Nick Name – can be used for quick searches | |
| PROJECTLEADER | P.M. | Project Manager | |
| PROJECTNO | Project No. | Project No. | |
| PROJROLE1CONTACT | Proj Role1 Contact | Proj Role1 Contact | |
| PROJROLE2CONTACT | Proj Role2 Contact | Proj Role2 Contact | |
| PROJROLE3CONTACT | Proj Role3 Contact | Proj Role3 Contact | |
| SALESREP | Sales Rep | Sales Rep | |
| SALESREP2 | Sales Rep 2 | Sales Rep 2 | |
| SALESREP3 | Sales Rep 3 | Sales Rep 3 | |
| STARTDATE | Start Date | Financial start date of project (first order booked) | |
| STATUSCODE | Status Code | Status Code | |
| SUBCAT | Sub Category | Sub Category | |
| TITLE | Title | Title | |
| TYPE | Type | Project Type as defined in general codes | |
| Projected | Current projected closeout numbers including all change orders | ||
| PROJ_GM | Projected GM | Red = PROJ_GM < BUD_GM, Green = PROJ_GM > BUD_GM | |
| PROJ_GP | Projected GP | ||
| PROJ_GPHR | Projected GP/HR | ||
| PROJ_HRS | Projected Hrs | ||
| PROJ_LAB | Projected Lab | ||
| PROJ_LABREV | Projected LabRev | ||
| PROJ_MAT | Projected Mat Cost | ||
| PROJ_MISC | Projected Misc Cost | ||
| PROJ_REV | Projected Total Revenue | ||
| PROJ_SUB | Projected Sub Contract Cost | ||
| PROJ_WARR | Projected Warranty | Warranty revenue is excluded from project revenue, and is earned via a service contract | |
| Variance | Variances of current projected values compared to original budget values | ||
| GMVARIANCE | GM Variance | Budget GM – Projected GM | |
| GPHRVARIANCE | GP/Hour Variance | ||
| GPVARIANCE | GP Variance | ||
| HOURSVARIANCE | Hours Variance | ||
| LABORCOSTVARIANCE | Labor Cost Variance | ||
| LABORHOURSVARIANCE | Labor Hours Variance | ||
| MATERIALCOSTVARIANCE | Material Cost Variance | ||
| MISCCOSTVARIANCE | Misc Cost Variance | ||
| SUBCONTCOSTVARIANCE | Sub Cont. Cost Variance | ||
| TOTALCOSTVARIANCE | Total Cost Variance | ||