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How to manage work in progress (WIP) on the platform?

Track in real time the gap between production completed and invoicing issued on your projects.

🔓 Required permissions

Team: view invoices, manage invoices Project: view fees, view invoices, manage invoices

Reading time

4 min

Setup time

5 min

Number of steps

2

I/ What is work in progress (WIP)?

In architecture, work in progress (WIP) corresponds to the production completed on your projects that has not yet been invoiced to the client.

The pace of actual work progress and the pace of invoicing are not always aligned: you may have produced more than what you have invoiced (or the opposite). WIP is precisely what captures this gap.

The formula is simple:

WIP = Production completed – Invoicing issued

A concrete example:

  • Fees planned for a phase: €20,000

  • Actual progress of the phase: 60% → production completed = €12,000

  • Already invoiced: €8,000

  • 👉 WIP = €4,000

Tracking your WIP allows you to anticipate upcoming invoicing and to check that your cash flow reflects the work your agency has already produced.

II/ Set up the "billable at progress" calculation method

📝 For easier WIP management, we strongly recommend setting up, in your invoicing settings, a calculation method for the billable amount based on production progress. This setting is not mandatory but strongly recommended.

When the billable amount is calculated based on progress, the billable amount shown on the general dashboard and on each project's dashboard corresponds directly to your WIP.

III/ Find and track your WIP

1/ From the dashboard

On your dashboard, click on your billable amount: you are redirected to the Summary page of the Invoicing menu. There you will find the list of all your projects, each with a recap of fees, uninvoiced amount, billable amount (your WIP), and unpaid amount.

The "Billable" column (highlighted) is your WIP amount per project, once the "billable at progress" method is enabled.

💡 Quick tip: right-click on a project's name to open it in a new tab. You can then invoice directly from this page without losing your overview.

2/ From the team report

You will find the same information from the team report "Billing status", located in Reports under the Invoicing section.

The report can be exported as PDF or Excel:

⚠️ Access to this report is restricted to superadmin profiles.

That's it 🎉 You now know how to track and manage your WIP on the platform!

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