Home → EstiMate Version 2 → General → Why are "Completed" jobs showing up on the Work In Progress report?

2.21. Why are "Completed" jobs showing up on the Work In Progress report?

Q:  I just opened a Work In Progress report, and it's showing "Completed" jobs.  How do I get the Completed ones to not show up on the report?

 

A:  There are two default statuses in EstiMate: "Completed", and "In Process".  These statuses are hard coded into the system, and can be distinguished in the "Job Status Flags" list by their maroon color .  Fixing this issue can be a bit tricky because you can change the names from "Completed" and "In Process" to something else (this is what actually causes the problem in the first place), but you can't delete either of them (and this is what can make fixing this issue kind of tricky/complicated).  The difficulty of fixing this issue also depends on how many statuses you have in your list.

 

To begin:

It is highly recommended you make a backup of your data in EstiMate before you begin this procedure, and that way if your statuses get messed up you can just restore the backup and start again.

 

If you only have the two default statuses then this won't be too hard because they are just backward.

 

• Click Items > Job Status Flags, and in the list double click one the "Completed" status.

• Change the "Name" to In Process2 (you need to add the 2 or something else just so it's different from the one already in the list - EstiMate doesn't allow duplicates).  Also change the "description" if necessary, and click the OK button.

• Double click on "In Process" (not In Process2 ;) ) and change it to Completed.  Again change the description if necessary, and then click OK.

• Double click on "In Process2" and remove the 2 from the "Name" and description, and click OK.

Now comes the last step:

• You'll need to go into your "Open" list and change the "Status" to the opposite of what it currently shows.  Jobs that show "Completed" are really "In Process" and vise versa.  NOTE:  You don't actually have to go into each job in the list to change the status you can just right click on each job and select "Tracking / Status", and then the correct status for that job.  It's also helpful if you sort your jobs by status and then make a note of where the status changes (what job #), so when you get there you know it's not one you've already changed, but on that needs to be changed now to something else. 

 

If you have more statuses then just the two default ones then this procedure can be a bit more tricky and you'll definitely want to make that backup now! 

You should be aware of a few things before you begin:

• If you have a status in your list named Completed that is not maroon colored then you should remove it because the Work In Progress Report shows EVERYTHING that is not the default (maroon) "Completed" status, and everything should really be a "still in some process" (e.g. Waiting for pickup) status.

• Deleting any of the non default statuses from the "Job Status Flags" list will also remove them from your Jobs (any job that had that status will then be blank).

• You'll probably want pen and paper handy to make some notes on what you're changing.

 

To fix this issue when you have more then the two default statuses:

• First find the two defaults (the maroon ones).  If one of them is Completed and Completed is showing up on your WIP Reports then you know that one should really be In Process.  Double click on Completed in the list and change it to In Process.

• If you have a Completed status in your list that's not one of the defaults then it WILL show up on your WIP Report and should be deleted.  One thing you can do before you delete it is print your WIP Report (and sort by status for easier printing of just those jobs) so you can see which jobs will need to be switched back to Completed later.

• You now need to figure out which of your two default (maroon) statuses is which (In Process, and Completed).  If you have at least one of them (or even just the name of one of them as the default it will be easier to figure out which is which).  If one is Completed and Completed is showing up on the WIP then use the steps at the beginning of this article to switch them around.

• If neither of them have the default names then you will need to just pick one to name Completed and then name the other In Process (NOTE:  If you do this be sure to write down what the name of the status you're changing an what you're changing it to, and again print the WIP to help when you're changing them back in the "Open" list).  If you want to have the statuses you just changed to Completed and In Process available to you still (to apply to those jobs again, and any future jobs) you will need to add them to the list again, just not as the defaults this time.

• Now preview a WIP report and see if Completed still shows up.  If so you need to go back to the beginning of this article and read the steps to switching those two around. 

Hopefully you've been keeping track of the statuses of each of your jobs while making these changes, and if so you should be able to go into the "Open" list and quickly/easily set the correct status back to each job, and hopefully you didn't have to make too many changes and therefore won't have much to fix.