Created by Harry Lewis, Modified on Fri, 06 Oct 2023 at 04:28 PM by Harry Lewis
- PM Module
- ERP: Acumatica, CEGID, Haufe x360, JAMIS Prime, MYOB Advanced
TABLE OF CONTENTS
- What entities get returned by this function
- Ensuring no zero rows are returned
- Balance Types
The EXPANDPROJECTHISTORY function returns a list of only those projects and related entities that have non-zero Project Module amounts or quantities over the specified financial period range.
The main purpose of the function is to help you avoid zero balance/quantity rows in your project reports (similar to what ACCOUNTSWITHHISTORY does in the GL module). Configuring the BalanceTypesToLookAt parameter consistently with the Velixo project functions that you use can ensure there will not be a row where all "balance types to look at" are zero.
EXPANDPROJECTHISTORY(Connection, Project, Task, ForecastRevision, AccountGroup, CostCode, InventoryItem, Branch, FromPeriod, ToPeriod, IncludeInactive, ExpansionOrder, BalanceTypesToLookAt)
The name of the connection as configured in the Connection Manager
The Project(s) to check for project history. Default: all
The Task(s) to check for project history. Default: all
The Project Forecast Revision name(s) to check for project history. Default: all
The Account Group(s) to check for project history. Default: all
The Cost Code(s) to check for project history. Default: all
The Inventory Item(s) to check for project history. Default: all
The Branch(es) to check for the presence of project history. Default: all
The beginning financial period ID in MM-YYYY format
The ending financial period ID in MM-YYYY format
TRUE/FALSE value indicating if inactive projects, tasks, account groups, cost codes, and inventory items are to be included in the results. Default: TRUE
Using the letters PTRACI, a list of the columns and their order to be included in the results. Default: PTRACI.
See below for details
List of balance types (separated by commas) to be considered as "history". If left blank, any balance type with a non-zero amount or quantity will determine history presence
What entities get returned by this function
The EXPANDPROJECTHISTORY function is able to return a table with the following columns, in the following default order:
Revision number of the project budget forecast
Account group code
Inventory item ID
However, the columns (and the order) returned by this function can be controlled by using the ExpansionOrder parameter. Its default value is PTRACI, according to the first letters in the list above.
For example: specifying "PT" will only return those Project and Task codes (in that order) with non-zero balances.
Ensuring no zero rows are returned
If a particular combination of project, task, etc. is not returned by the function, it means that there are no project-related amounts or quantities of interest, as determined by the optional BalanceTypesToLookAt parameter.
However, by default, the function considers all project-related amounts and quantities, such as:
Any actual amounts or quantities
Any budgeted amounts or quantities
Any forecasted amounts or quantities, original and revised
Any committed amounts or quantities, original and revised, open and invoiced
Amounts to invoice
Change order amounts
Costs to complete and cost at completion
Important: Most of the time, your report will likely involve only some of these amounts and not all of them - for example, your report may only contain Velixo functions for actuals and budgets In such cases, to avoid zero rows in your report, we recommend that you use the BalanceTypesToLookAt parameter and synchronize it with the data that your report needs to display. This will allow you to narrow down the specific types of quantities and amounts that the function needs to consider when deciding whether to return a particular combination.
The following options are available for the BalanceTypesToLookAt parameter:
If you only set the PROJECTTURNOVERAMOUNT and PROJECTTURNOVERQUANTITY functions and specify "TurnoverAmount,TurnoverQuantity" as the value of the BalanceTypesToLookAt parameter, the function will then only return combinations that have non-zero actual turnover amount or quantity (rows that have zero in both will not be returned, regardless of whether or not they have other non-zero project-related balances, such as budgeted or forecasted amounts)
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