PROJECTFORECASTREVISEDAMOUNT function

Created by Harry Lewis, Modified on Mon, 15 Apr 2024 at 02:14 PM by Harry Lewis

Applies to

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid

 

Description

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


Syntax

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


Parameters 

The PROJECTFORECASTREVISEDAMOUNT 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 Forecasted Review 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

Beginning 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

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

 

Description

Calculates the revised forecasted amount for revision number 2 of the forecast of in the BUDGETBYM project (filtered on task=01, account group=MATERIAL, inventory item=AACOMPUT01, and the third financial period of 2019).

 

Result

400.00

 

 

 


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