Creating a new WIP Report

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Creating a new WIP Report

This topic shows you how to create a new (blank) WIP Report and also gets you familiar with the graphical user interface of the WIP Add-In. Be aware that, as an alternative to creating a blank WIP Report that is filled out manually, it is also possible to import data automatically from various existing spreadsheets, see Importing Data.

 

 

To create a new WIP report:

1.In the Excel ribbon, click the WIP tab.
2.Click Insert.

wip_ribbon_insert

3.Select the Blank WIP Report check box (this is the default option), and click OK.

wip_select_template

Whenever you create a blank report, a new Excel sheet becomes available, called "WIP In Process".

wip_gui

The "WIP In Process" sheet is bound to the XBRL taxonomy file, and enables you to enter data directly in the supplied cells.

 

If you need to produce the "WIP Complete" report in addition to the "WIP In Process" report, click the WIP tab in the Excel ribbon, and select the Report Completed Contracts check box. This adds a new sheet to the Excel workbook, called "WIP Complete".

 

When clicked, each XBRL-bound cell inside the "WIP In Progress" or "WIP Complete" sheets displays a description in the Cell Documentation box of the WIP Report pane. This description originates in the underlying XBRL taxonomy.

 

Several XBRL report properties are available in the WIP Report pane to the right. These properties directly affect the content of the XBRL instance file that will be created when you export the XBRL instance. To view what each property does, click it and observe the description displayed in the lower area of the WIP Report pane. For more information, refer to the "XBRL US Work In Process Taxonomy 2016 Preparers Guide", primarily to Section 4, "DEI Taxonomy Logical Structure".

 

Because the "WIP In Process" and the "WIP Complete" sheets are bound to the XBRL taxonomy, they must not be deleted. It is also not recommended to rename these sheets. If necessary, you can add new sheets to the workbook; however, such sheets would not be bound to the XBRL taxonomy, and consequently be ignored when you generate the XBRL instance file.


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