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Product Features

Extensive  Reports

wrkplan extensive reporting capabilities help Management run its operations and contracts more efficiently by allowing them to drill down to the level of detail necessary to make informed decisions. The software provides easy access to a variety of reports, in real time, that directly address financials, contract status, hours & costs, and indirect rates. .


Extensive reporting

We address almost every conceivable organizational need with:

  • Financial Statements

    All traditional financial statements including Income Statement, Balance Sheet and Cash Flow are included.

    Each statement includes two levels of drill-down capability, so that users can immediately investigate the numbers behind the financial statements.

  • Indirect Rates

    Get extensive indirect rate reports as of any period

    Our software calculates and displays indirect rates as of any chosen time period, unlike some other packages that will only provide month-end information.

  • Accounts Receiveable/Payable and Aging Transactions

    All of the accounting detailed reports you need!

    Accounts receivable and accounts payable reports clearly show amounts owed by customers to the organization, amounts owed to subcontractors and vendors by the organization, and when they are owed.

  • Revenue/expense/profitability

    A single report presents the bottom line for any selected contract or combination of contracts.

    It shows the revenues, direct expenses, and an allocation of indirect expenses to that contract, so the user can immediately gage the profitability of any contract or the entire organization at any given time. This report can also guide management attention towards any contracts that require further attention to improve profitability.

  • Export Reports

    Ability to export reports or invoice products to Excel, Word, text or PDF

    Extensive export capability allows users to prepare financial documents like Annual Reports, extract selected data for further analysis in Excel, and generate Word or PDF documents to pass along as email attachments. WrkPlan is designed to address all of the client’s reporting needs, but CSV and XML exports are also available to interface with other legacy software or special tools that the organization just can’t live without. Of course, WrkPlan also generates DCAA and other regulatory submissions in that agency’s preferred format, significantly improving the submissions’ acceptance rate.

  • Labor Utilization and Monthly Labor Hours

    Multiple labor reports are available to help properly manage how labor resources are allocated.

    Multiple labor reports are available to help properly manage how labor resources are allocated. The Labor Utilization Report indicates how many direct and indirect labor hours were charged by each employee during a given time period, and the associated direct labor utilization percentage. This report can quickly identify underutilized resources so that they may be assigned more productively. A Weekly Manpower Report indicates who (labor category and employee name) is charging to a specific contract and task for each week of a given month. This report is useful for reviewing whether or not contracts are adequately staffed.

  • Job Status Report

    (as billed with provisional rates vs. actual rates) Provides a summary of hours and dollars billed year-to-date and contract-to-date.

    The Job Status Report provides a summary of hours and dollars billed year-to-date and contract-to-date. The user can select between views using provisional G&A/overhead rates, and actual G&A/overhead rates. If these results start to diverge due to rate changes during the year, the company can proactively adjust billing to avoid over- or under-charges requiring larger payment at year-end.

  • Management Reports

    Management reports on contracts and tasks

    Reports include funding status, expenses, labor hours, billing, budget vs. actual, percent complete, and optional EVMS statistics. These reports, many of which provide the ability to drill down further into financial detail, make it easy to monitor project status and actively manage progress.

  • Customizable Manager’s Dashboard

    Allows each user to select reports most applicable to their role.

    The Manager’s Dashboard allows each user to select reports most applicable to their role and keep them together in one place on their desktop. The dashboard provides a real-time snapshot of the information they consider to be the most relevant, allowing a quick assessment in single visual scan. Many of the dashboard’s reports include zoom or drill-down capability to provide further insight into a particular item of interest.

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