The Actual vs Budget WIP with invoice partner level report provides an overview of key WIP and revenue metrics, including:
WIP charged (WIP related to WIP invoiced)
Write-on
Actual fee (WIP + non-WIP invoiced)
Write-on percentage
Budget
Over or under budget for the selected month and year-to-date period
The report includes slicers for Partner, Budget org hierarchy and Fiscal month date range. The End month slicer determines the monthly period, and the Start month slicer determines the YTD range.
đNote: Drill-through is enabled on the Write-on and Actual fee columns for both MTH and YTD values.
Set up the Actual vs Budget partner level WIP with invoice report
Download and save Actual vs Budget partner level WIP with Invoice report.zap.
Log in to Zap Data Hub.
From the Zap Data Hub menu, click Designer.
Open your Personal folder, then from the Folder menu, click Import.
Select Actual vs Budget WIP with invoice partner level report.zap, then click Open.
Complete the required fields, then click Next and follow the prompts.
Click Close.
From the Home menu, click Save, then click Close.
The Actual vs Budget WIP with invoice partner level report is now ready to use.