{"id":34897,"date":"2023-12-05T05:10:09","date_gmt":"2023-12-05T05:10:09","guid":{"rendered":"https:\/\/www.process.st\/templates\/cpa-work-in-progress-report-excel-template\/"},"modified":"2024-03-05T15:45:58","modified_gmt":"2024-03-05T15:45:58","slug":"cpa-work-in-progress-report-excel-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/cpa-work-in-progress-report-excel-template\/","title":{"rendered":"CPA Work in Progress Report Excel Template"},"content":{"rendered":"\n<section id=\"determine-scope-purpose-and-period-for-report\"> \n <h2>Determine scope, purpose, and period for report<\/h2>\n <div class=\"text-content\">\n   This task involves identifying the scope, purpose, and period for the report. It is important to determine what information should be included, why the report is being created, and the timeframe to be covered. The outcome of this task will provide clarity on what needs to be collected and analyzed in the following steps. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe the scope, purpose, and period for the report <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Provide the report period <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"collect-data-including-completed-jobs-ongoing-jobs-and-quoted-jobs\"> \n <h2>Collect data including completed jobs, ongoing jobs and quoted jobs<\/h2>\n <div class=\"text-content\">\n   This task is about gathering data on completed jobs, ongoing jobs, and quoted jobs. Ensure to collect detailed information about each job, such as job name, client, start date, duration, cost, revenue, and status. The information collected will form the basis for further analysis and reporting. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Job name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Start date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Status <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Duration (in days) <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Cost <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Revenue <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-data-collection\"> \n <h2>Approval: Data Collection<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Collect data including completed jobs, ongoing jobs and quoted jobs<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-additional-information-needed\"> \n <h2>Identify additional information needed<\/h2>\n <div class=\"text-content\">\n   This task involves identifying any additional information that may be needed for the report. It could include specific details about jobs or any other relevant information required for an accurate and comprehensive report. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What additional information is needed? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"record-job-details-including-job-name-client-and-start-date\"> \n <h2>Record job details including job name, client and start date<\/h2>\n <div class=\"text-content\">\n   This task involves recording job details such as job name, client, and start date. Ensure to capture accurate and complete information for each job. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Job name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Start date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"calculate-duration-of-each-job\"> \n <h2>Calculate duration of each job<\/h2>\n <div class=\"text-content\">\n   This task is about calculating the duration of each job in terms of days. It is important to accurately determine the time taken for each job as it provides insights into productivity and efficiency. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Job name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Duration (in days) <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"calculate-cost-for-each-job\"> \n <h2>Calculate cost for each job<\/h2>\n <div class=\"text-content\">\n   This task involves calculating the cost for each job. It is essential to accurately calculate the expenses associated with each job to understand its financial impact. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Job name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Cost <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"calculate-revenue-for-each-job\"> \n <h2>Calculate revenue for each job<\/h2>\n <div class=\"text-content\">\n   This task is about calculating the revenue generated from each job. It is crucial for understanding the profitability of each job and its contribution to the overall financial performance. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Job name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Revenue <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"calculate-job-status-completed-in-process-quoted\"> \n <h2>Calculate job status (completed, in process, quoted)<\/h2>\n <div class=\"text-content\">\n   This task involves calculating the status of each job, whether it is completed, in process, or quoted. It provides a clear understanding of the current stage of each job. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Job name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Completed \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      In process \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Quoted \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"input-data-into-excel-template\"> \n <h2>Input data into Excel template<\/h2>\n <div class=\"text-content\">\n   This task is about entering the collected data into an Excel template. Accuracy and attention to detail are crucial to ensure that the data is correctly recorded and can be used for further analysis and reporting. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload Excel template with data <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-data-input\"> \n <h2>Approval: Data Input<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Input data into Excel template<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"calculate-summary-statistics\"> \n <h2>Calculate summary statistics<\/h2>\n <div class=\"text-content\">\n   This task involves calculating summary statistics based on the collected data. It could include metrics such as average duration, total cost, and total revenue. These statistics provide a concise overview of the overall performance. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Average duration (in days) <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Total cost <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Total revenue <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"generate-graphs-and-charts\"> \n <h2>Generate graphs and charts<\/h2>\n <div class=\"text-content\">\n   This task is about creating graphs and charts based on the collected data. Visual representations can provide insights into trends, comparisons, and patterns, making the report more engaging and understandable. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What type of graphs and charts would you like to generate? <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"perform-quality-check-on-entered-data\"> \n <h2>Perform quality check on entered data<\/h2>\n <div class=\"text-content\">\n   This task involves performing a quality check on the entered data. It is essential to ensure that the data is accurate, complete, and error-free before proceeding with further analysis and reporting. \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Quality check items <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Verify job names \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Check for missing data \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Cross-check calculations \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"review-overall-report\"> \n <h2>Review overall report<\/h2>\n <div class=\"text-content\">\n   This task involves reviewing the overall report to ensure its accuracy and completeness. It provides an opportunity to identify any gaps or errors before finalizing the report. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What aspects of the report should be reviewed? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-report-review\"> \n <h2>Approval: Report Review<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review overall report<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"generate-final-report\"> \n <h2>Generate final report<\/h2>\n <div class=\"text-content\">\n   This task is about generating the final report based on the collected data, calculations, and analysis. The report should be well-structured, visually appealing, and include key insights and findings. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Report format <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key insights and findings <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-final-report-to-management\"> \n <h2>Send final report to management<\/h2>\n <div class=\"text-content\">\n   This task involves sending the final report to management. It is important to ensure timely delivery and provide any necessary context or explanations to facilitate understanding and decision-making. \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Recipient email <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Additional context or explanations (if any) <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"store-final-report-in-protected-data-storage\"> \n <h2>Store final report in protected data storage<\/h2>\n <div class=\"text-content\">\n   This task involves storing the final report in a protected data storage system. Data security and confidentiality are of utmost importance, and appropriate measures should be taken to ensure the report is securely stored and accessible only to authorized personnel. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Data storage system <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"archive-raw-data-collected\"> \n <h2>Archive raw data collected<\/h2>\n <div class=\"text-content\">\n   This task involves archiving the raw data collected for future reference. It is important to maintain a record of the original data to support the report and enable verification if needed. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Archive raw data <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Determine scope, purpose, and period for report This task involves identifying the scope, purpose, and period for the report. It is important to determine what information should be included, why the report is being created, and the timeframe to be covered. The outcome of this task will provide clarity on what needs to be collected [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcca","cover_icon_url":"","tasks_count":"20","template_description":"Optimize tracking & management of CPA tasks with our comprehensive Excel template - streamlining reports for jobs' scope, cost, status, revenue, and duration.","template_id":"iPiqGHzIzt6tNCj8SU1Dlg","task_0":"Determine scope, purpose, and period for report","task_slug_0":"determine-scope-purpose-and-period-for-report","task_1":"Collect data including completed jobs, ongoing jobs and quoted jobs","task_slug_1":"collect-data-including-completed-jobs-ongoing-jobs-and-quoted-jobs","task_2":"Approval: Data Collection","task_slug_2":"approval-data-collection","task_3":"Identify additional information 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