PROJECTFORECASTAMOUNT function

Created by Harry Lewis, Modified on Mon, 15 Apr 2024 at 02:12 PM by Harry Lewis

Applies to

Velixo NX
Velixo Classic
Acumatica, MYOB Advanced, Cegid

Description

The PROJECTFORECASTAMOUNT function calculates the original forecasted amount of one or more project(s) and task(s).

Syntax

PROJECTFORECASTAMOUNT(Connection, Project, Revision, Task, AccountGroup,  CostCode, InventoryItem, FromPeriodOrDate, ToPeriodOrDate)

Parameters

The PROJECTFORECASTAMOUNT function uses the following parameters (see our article on Filtering Velixo functions):

Parameter	Required/Optional	Description
Connection	Required	The name of the connection as configured in the Connection Manager
Project	Required	The Project(s) to include
Revision	Required	The Forecast Revision(s) to include
Task	Optional	The Task(s) to include
AccountGroup	Optional	The Account Group(s) to include
CostCode	Optional	The Cost Code(s) to include
InventoryItem	Optional	The Inventory Item(s) to include
FromPeriodOrDate	Required	Starting Financial period in MM-YYYY format or a date in a valid Excel format*
ToPeriodOrDate	Required	Ending Financial period in MM-YYYY format or a date in a valid Excel format*

*use of dates with Velixo Classic requires version 7.1 or higher

Example

=PROJECTFORECASTAMOUNT("Demo","BUDGETBYM","2","01", "MATERIAL",,"AACOMPUT01", "03-2019","03-2019")

Description

Calculates the forecasted amount for revision 2 of the forecast of the BUDGETBYM project (filtered on task 01, account group MATERIAL, and inventory item AACOMPUT01)

Result

400.00