You are on Procore. Your contracts, costs, billings, and change orders all live there. Then the bonding agent asks for this month's WIP schedule. You still open Excel, export six tabs of Procore data, and rebuild the whole thing by hand. So a fair question: can Procore generate a WIP report on its own?
Partly — but not completely. Procore holds the financial data a WIP schedule needs: contract value, costs to date, billings, and change orders. Procore's Budget tool also has a "Forecast to Complete" column. But Procore does not natively produce a bonding-ready WIP schedule — its own community answers "how do I create a WIP report in Procore?" with a manual workaround using custom calculated columns (Procore Community). This is exactly what Procore does, where it stops, and the embedded app that produces the bonding-format schedule from Procore data in about 45 minutes of work.
A note on why this page exists. Search "procore wip report" and almost every result is Procore's own library or a string of community forum threads where Procore users ask, verbatim, where the WIP report is — and get a build-it-yourself reply. People already on Procore, at the decision stage, go looking for a WIP solution and find a forum thread telling them to build it themselves. No page on the web answers the question cleanly and then shows the fix. This one does.
Can Procore Generate a WIP Report Natively?
No, not as a finished, bonding-ready WIP schedule. Procore holds the underlying financial data a work-in-progress (WIP) report needs, and the Budget tool includes a "Forecast to Complete" column. But Procore has no native feature that assembles those inputs into an ASC 606 percentage-of-completion WIP schedule (the revenue-recognition method most construction firms use to report progress on long-term contracts). Ask Procore's own community where to find a WIP report and the answer is: build it yourself with custom calculated columns (Procore Community). There is no native WIP schedule. Only the raw ingredients.
That distinction is the whole story. Procore is the system of record for the objective inputs. What it does not give you is the assembled schedule, the structured estimate-to-complete (ETC) from each project manager, and the export your surety actually reads. To see exactly what a WIP schedule requires, it helps to separate the data Procore holds from the work that still happens in Excel. That split is the next two sections.
What Does Procore Give You Toward a WIP?
Procore gives you most of the objective data a WIP schedule needs — the numbers that come from contracts and the ledger, not from a project manager's judgment. Fairly stated, Procore covers roughly 80% of the inputs. Here is what that includes, in order.
Financial Management. Procore's financial tools hold contract value, costs to date, billings and pay applications, change orders, and commitments for every active project. This is the system-of-record layer: the objective half of a WIP schedule.
The Forecast to Complete column. Procore's Budget tool has a "Forecast to Complete" (FTC) column. It lets a user estimate the cost remaining on each budget line item so the "Estimated Cost at Completion" total stays accurate (Procore Support). FTC supports four calculation methods per line item, allows an optional free-text note, and requires Standard-or-higher permissions on the Budget tool. Worth saying plainly, because it is often misstated: Procore does have a forecasting field, and FTC rolls into Estimated Cost at Completion. The catch is how it behaves by default. The next section covers it.
Procore's Forecast to Complete field defaults to a net-zero automatic calculation (budget minus actual cost), meaning the "forecast" is often just math, not a project manager's judgment, unless someone with Budget permissions manually overrides it (Procore Support).
Procore Analytics. Procore Analytics is a paid business-intelligence add-on, "Powered by Procore Helix," with over 100 pre-built reports (Procore). It is reporting and dashboards on top of Financial Management — not a WIP schedule generator and not a structured data-collection workflow.
ERP connectors. Procore connects to the accounting system you already run rather than replacing it. Procore-built connectors include QuickBooks, Sage Intacct, Sage 300 CRE, Sage 100, NetSuite, Viewpoint Spectrum, Acumatica, Workday, Yardi, and MRI; partner-built connectors include Foundation, Jonas, and Xero (Procore). The point of the integration is to "maintain accounting's control over the books." So the ledger that ultimately backs a GAAP or bonding WIP lives in your ERP, not in Procore.
So the data is there. The FTC field exists, the financials are complete, and the ERP connectors keep the books in sync. What is missing is the assembled schedule and the structured project-manager attestation. That is where Procore stops.
Where Does Procore Stop? The Two Precise Gaps
Procore stops at two precise places: it has no native WIP schedule, and its Forecast to Complete field is not a surety-grade, project-manager-attested ETC. Both gaps are sourced from Procore's own documentation and community — not assumed.
Gap 1 — No native WIP schedule. Procore publishes comprehensive WIP education (Procore Library), but the library teaches the concept; the product does not generate the schedule. When a Procore user asks the community "where can I find a Work in Progress Report, or how do I create one?", the working answer is to hand-build it: apply the WIP formulas in "Custom Columns" using "Create Calculation" (Procore Community). The same question recurs at the company level. One Procore Community member asked, by name, to produce a WIP report across all projects in Procore and whether anyone had managed it (Procore Community). Procore has no company-level WIP report.
Gap 2 — Forecast to Complete is a budget cell, not an attested ETC. Procore's FTC defaults to a net-zero automatic calculation (budget minus actual cost), so unless a Budget-tool user overrides it, the "forecast" carries no project-manager judgment at all (Procore Support). FTC has no monthly deadline, no approval step, and no required attribution to a named project manager. The note is optional. And Procore's own documentation warns:
"When you switch from Manual Entry or Itemized Manual Entry to Automatic Calculation, all previously added Manual Entry or Itemized Manual Entry items will be deleted." (Procore Support)
A number that a calculation-method toggle can silently erase is not an audit-grade estimate. FTC was built to keep a budget total honest inside Procore. It was not built to be the signed, dated, attributed cost-to-complete a surety's WIP requires.
Here is the side-by-side, drawn from Procore's documentation and the WIP Ready product.
| Capability | Procore (native) | WIP Ready (embedded in Procore) |
|---|---|---|
| Contract value, costs to date, billings, change orders | Yes — Financial Management | Reads from Procore; no re-entry |
| ERP accounting integration | Yes — 15+ connectors | N/A — reads Procore, not the ERP directly |
| Forecast to Complete column | Yes — Budget-tool cell; defaults to net-zero auto-calc; Standard+ permission required | N/A |
| Structured PM ETC (deadline, attribution, approval, note) | No | Yes — mobile no-login form, deadline-driven, timestamped, attributed to a named PM |
| Assembled ASC 606 WIP schedule | No — build with custom calculated columns | Yes — auto-assembled from Procore data + PM ETC |
| Over/under billing computed | No — manual formula in custom columns | Yes — calculated automatically |
| Bonding-template export | No | Yes — maps to the bonding agent's exact format |
| Profit-fade alerts | No | Yes — flags fade before close |
| Bonding-capacity tracking | No | Yes |
| Requires migration from Procore | N/A | No — read-only, no write-back |
The net result: even with FTC and complete financials in Procore, finance still exports to Excel and chases project managers by hand, even though about 80% of the data is already in Procore. That manual workflow is what most contractors live with today.
How Do Contractors Produce a Procore WIP Today? (The Manual Way)
Today, most contractors produce a Procore WIP by exporting to Excel and rebuilding the schedule by hand every month. PivotXL (an Excel-based reporting platform that connects to Procore and is the closest competitor in this space) states the industry norm plainly:
"Most users export data from Procore and build custom WIP schedules in Excel …" (PivotXL)
The manual cycle goes like this. Finance exports Procore's budget, cost, and billing data to Excel. Then they chase each project manager for an ETC over email or Slack. Then they apply the ASC 606 formulas by hand: EAC = costs to date + ETC; percentage complete = costs ÷ EAC; earned revenue = contract value × percentage complete; over/(under) billing = billed − earned. Then they reformat the result for the bonding agent's template. Every bonding agent wants slightly different columns in a slightly different order.
The hardest part is not the math. It is the ETC. PivotXL names the same insight WIP Ready is built around:
"The biggest limitation? Capturing accurate, structured cost-to-complete inputs from project managers — without which a WIP report is incomplete and unreliable." (PivotXL)
Project managers respond with arbitrary numbers, often without context or backup. There is no deadline, no note, and no record of who said what, when. Pulled end to end, this takes 2–3 full business days every single month. A stack like this is what you will use to start a construction WIP schedule template from scratch. There has to be a faster way. There is.
How Do I Create a WIP Report from Procore Data? (The Faster Way)
The faster way is to connect WIP Ready — a Full Screen Embedded Application in the Procore Marketplace — which reads Procore's data, collects each project manager's ETC through a structured mobile form, assembles the ASC 606 WIP schedule, and exports it in the bonding agent's format. No migration, no new accounts, no write-back to Procore. To be clear about the one boundary that protects the WIP's credibility: WIP Ready never calculates the ETC. The project manager owns that number. WIP Ready collects it, attributes it, timestamps it, and assembles it.
Here is the workflow, step by step.
- Open WIP Ready inside Procore. It runs as a full-screen embedded app in the Procore Marketplace — no migration, no new accounts, no write-back to Procore.
- Sync the data. One click pulls every active project's contracts, costs, billings, and change orders from Procore. No export, no copy-paste.
- Send each PM a structured ETC request. Finance sends every project manager a no-login mobile form that asks, in plain English, "How much more will this project cost to finish?"
- The PM submits in under two minutes. From a phone, with the current cost context shown, the PM enters the number and adds an optional note documenting the reasoning, for example, "includes $8K contingency for outstanding subcontractor claim."
- WIP Ready assembles the schedule. It builds the ASC 606 percentage-of-completion schedule across all active projects. Every figure traces to a Procore field or a timestamped PM submission. That is the traceability a bonding agent and an auditor need.
- Export to the bonding agent's template. The schedule maps into your bonding agent's or lender's exact Excel or PDF format. Read-only out; nothing is written back to Procore.
For a worked example, take Meridian Construction Group, a fictional general contractor with six active projects. A finance user opens WIP Ready inside Procore, starts the February cycle, and every project manager gets the mobile form. On Riverside Medical Center (contract $14,250,000, costs to date $7,900,000, billed $9,100,000), the PM enters a $4,950,000 cost to complete with a note on the contingency it includes, then submits.
Once submissions are in, WIP Ready assembles the schedule: all active projects, all ASC 606 columns, a totals row, and a Procore sync timestamp. This is the artifact Procore does not produce natively — assembled from Procore data plus a structured, attributed ETC, ready for the surety. You can sign in with Procore to run your own cycle.
How Long Should Producing a Monthly WIP from Procore Take?
About 45 minutes of active work — not 2–3 days. The manual process (exporting Procore data, chasing project managers, rebuilding the schedule in Excel, and reformatting for the bonding agent) typically takes 2–3 full business days per monthly close. With WIP Ready connected to Procore, the active work (syncing, collecting ETC, reviewing, and exporting) runs about 45 minutes over the close window.
Be honest about what "45 minutes" means. It is 45 minutes of active work spread across the close window, not 45 minutes from first click to final PDF. The window still spans a few days while project managers submit their estimates. The savings do not come from typing faster. They come from eliminating manual data re-entry, the project-manager-chasing cycle, and the bonding-template reformatting step.
Current data also changes when you find problems. Because WIP Ready reads Procore continuously, a job whose margin is sliding shows up before the close, not at the year-end audit. In the Meridian example, Lincoln HS Renovation carries a 1.0% gross margin against healthier double-digit margins elsewhere. That is the kind of drop that gets flagged as profit fade before it surprises anyone in front of the CFO or the bonding agent.
Frequently Asked Questions
Can Procore generate a WIP report natively? No, not as a finished, bonding-ready WIP schedule. Procore holds the underlying financial data (contracts, costs, billings, change orders) and includes a "Forecast to Complete" column in its Budget tool. But Procore has no native feature that assembles these inputs into an ASC 606 percentage-of-completion WIP schedule; its own community answers "how do I create a WIP report in Procore?" with a manual workaround using custom calculated columns (Procore Community). A bonding-format WIP schedule must either be built by hand in Excel or produced by an embedded tool like WIP Ready.
Does Procore have a WIP report feature? Procore does not have a WIP report feature. It has a WIP accounting education library and a Budget tool with a "Forecast to Complete" column, but no native WIP schedule generator, no over/under-billing computation, and no bonding-template export. When Procore users ask the community "where can I find a Work in Progress Report, or how do I create one?", the answer is to build it manually using Custom Columns and Create Calculation formulas (Procore Community).
What is Procore's Forecast to Complete, and is it enough for a WIP? Procore's Forecast to Complete (FTC) is a column in the Budget tool that lets a user estimate the cost remaining for each budget line item. It defaults to a net-zero automatic calculation (budget minus actual cost, with no PM judgment applied) unless someone with Standard-or-higher Budget permissions manually overrides it. FTC is not a surety-grade attested ETC: it has no monthly deadline, no approval workflow, no required attribution to a named project manager, and Procore's own documentation warns that switching calculation methods deletes all previously entered manual items (Procore Support). It was not built to produce the structured, PM-attested cost-to-complete a bonding WIP requires.
How do I create a WIP schedule from Procore data? The manual path is to export Procore's budget, cost, and billing data to Excel, apply the ASC 606 percentage-of-completion formulas by hand, collect PM estimates to complete via email or Slack, and reformat the result for the bonding agent, a process that typically takes 2–3 business days per monthly close. The automated path is to connect WIP Ready (a Full Screen Embedded Application in the Procore Marketplace), which reads Procore's data directly, collects PM estimates via a mobile no-login form, assembles the ASC 606 WIP schedule automatically, and exports to the bonding agent's format.
How do I produce a work-in-progress report at the company level in Procore? Procore does not have a company-level WIP report. Finance professionals asking this question (and Procore Community members have asked it verbatim, Procore Community) are pointed to building it using Custom Columns and calculation formulas in Procore, then aggregating manually across projects. A full-company WIP schedule across all active projects, with PM-attributed estimates to complete and bonding-agent formatting, requires either a significant manual Excel build or an embedded tool that aggregates Procore data across all projects in one view.
What does a bonding-ready WIP schedule require that Procore doesn't provide? A bonding-ready ASC 606 WIP schedule needs, for each active project: contract value, costs incurred to date, an estimate to complete attributed to a named project manager and captured with a note, the resulting Estimated Cost at Completion, cost-based percentage complete, earned revenue, billed to date, over/under-billing position, and gross margin (AICPA-CIMA). Procore provides the objective inputs: contract value, costs, and billings. It does not provide a structured deadline-driven PM ETC submission, the assembled percentage-of-completion calculation, the over/under-billing figure, or a bonding-agent-format export.
How long should producing a monthly WIP from Procore take? The manual process (exporting Procore data, chasing PM estimates, rebuilding the schedule in Excel, and reformatting for the bonding agent) typically takes 2–3 full business days per month. With WIP Ready connected to Procore, the active work (syncing data, collecting PM ETC, reviewing, and exporting the schedule) takes about 45 minutes over the close window. The savings come from eliminating manual data re-entry, the PM-chasing cycle, and the bonding-template reformatting step, not from working faster.
How WIP Ready helps
Procore is excellent at what it does: it is the system of record for your contracts, costs, billings, and change orders, and the Forecast to Complete field keeps your budgets honest. The one artifact it does not natively produce is the bonding-ready WIP schedule. And the one input that has no structured home is the project manager's estimate to complete. WIP Ready fills exactly that gap. It runs inside Procore as an embedded app, reads your financials read-only, collects each PM's ETC through a no-login mobile form with a name, a timestamp, and a note, and assembles the ASC 606 schedule in your bonding agent's format. No migration, no write-back, your team keeps Excel. If you produce a monthly WIP off Procore data today, you can sign in with Procore at wipready.com and run your next cycle in about 45 minutes instead of three days.
