Where to find Project balances within Acumatica, CEGID, MYOB, etc.

Overview

Velixo includes multiple functions for accessing Project Module data.

Sometimes it can be convenient to know where the data resides within the ERP.

Here are several of the Velixo functions and where to find the data within the ERP.

• Balances Data

  • PROJECTENDINGAMOUNT

  • PROJECTBUDGETAMOUNT

  • PROJECTREVISEDBUDGETAMOUNT

  • PROJECTREVISEDCOMMITTEDAMOUNT

  • PROJECTCHANGEORDERAMOUNT

  • PROJECTCOMMITTEDAMOUNT

  • PROJECTCOMMITTEDINVOICEDAMOUNT

  • PROJECTCOMMITTEDOPENAMOUNT

• Revenue Budget Data

  • PROJECTPENDINGINVOICEAMOUNT

• Cost Budget Data

  • PROJECTCOSTATCOMPLETION

  • PROJECTCOSTTOCOMPLETE

Balances Data

To find the project data:

1. Launch the ERP

2. Navigate to Projects

3. Select the specific project

4. Navigate to the Balances tab

Here is where data for these eight Velixo Project "amount" functions resides:

PROJECTENDINGAMOUNT

Returns the data that is displayed in the Acutal Amount column of the balances.

PROJECTBUDGETAMOUNT

Returns the data displayed in the Original Budgeted Amount column.

PROJECTREVISEDBUDGETAMOUNT

Returns the data displayed in the Revised Budgeted Amount column.

PROJECTREVISEDCOMMITTEDAMOUNT

Returns the data displayed in the Revised Committed Amount column.

PROJECTCHANGEORDERAMOUNT

Returns the data displayed in the Budgeted CO Amount column.

PROJECTCOMMITTEDAMOUNT

Returns the data displayed in the Original Committed Amount column.

PROJECTCOMMITTEDINVOICEDAMOUNT

Returns the data displayed in the Committed Invoiced Amount column.

PROJECTCOMMITTEDOPENAMOUNT

Returns the data displayed in the Committed Open Amount column.

Revenue Budget Data

To find the project data:

1. Launch the ERP

2. Navigate to Projects

3. Select the specific project

4. Navigate to the Revenue Budget tab

PROJECTPENDINGINVOICEAMOUNT

Returns the data displayed in the Pending Invoice Amount column.

Cost Budget Data

To find the project data:

1. Launch the ERP

2. Navigate to Projects

3. Select the specific project

4. Navigate to the Cost Budget tab

PROJECTCOSTATCOMPLETION

Returns the summary of the Cost at Completion column values.

PROJECTCOSTTOCOMPLETE

Returns the summary of the Cost at Completion column values.