WRITEBACKPROJECTUPDATEBUDGET function

Created by Harry Lewis, Modified on Thu, 05 Oct 2023 at 09:31 PM by Damien Zwillinger

Applies to

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

 

TABLE OF CONTENTS

 

Description

The WRITEBACKPROJECTUPDATEBUDGET function changes the current budget (for the specified revision of the specified project) so that it matches the current forecast for that project.

 

These values would then be retrievable through the Velixo project budget functions (PROJECTBUDGETAMOUNT, PROJECTREVISEDBUDGETAMOUNT, PROJECTBUDGETQUANTITY, and PROJECTREVISEDBUDGETQUANTITY).

Use of either WRITEBACKPROJECTUPDATEBUDGET or WRITEBACKPROJECTFORECAST requires the prior installation of the Acumatica Customization Project

Syntax

WRITEBACKPROJECTUPDATEBUDGET(Connection, Project, Revision)

 

Parameters

The WRITEBACKPROJECTUPDATEBUDGET function uses the following parameters (see our article on including multiple parameter values):

Parameter

Required/Optional

Description

Connection

Required

The name of the connection as configured in the Connection Manager

Project 

Required

The Project for which values are to be adjusted

Revision

Required

The Revision for which values are to be adjusted

Information

The current forecast totals recorded in Acumatica can be adjusted from within Acumatica or using the Velixo WRITEBACKPROJECTFORECAST function. The WRITEBACKPROJECTUPDATEBUDGET function provides the same functionality within Excel as the Update Project Budget Line button in the grid toolbar of the Acumatica page:

 

wb_budget01.png



Example - using Velixo for Project Forecasting



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