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.

Data sources

Below, you can see the source of the data for each Velixo function.

When the UseProjectCurrency argument is set to TRUE for the functions listed below, their formulas return values in the project currency. To find these amount in the base currency in Acumatica, click VIEW BASE in the header area of the Projects form.

Acumatica Projects form header showing the View Base button for switching to base currency display

PROJECTENDINGAMOUNT

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

PROJECTBUDGETAMOUNT

The function returns the summary of the Original Budgeted Amount column values from the Revenue Budget and Cost Budget tabs of the Projects (PM301000) form.

Acumatica Projects (PM301000) Revenue Budget tab with the Original Budgeted Amount column highlighted
Acumatica Projects (PM301000) Cost Budget tab with the Original Budgeted Amount column highlighted

PROJECTREVISEDBUDGETAMOUNT

The function returns the summary of the Revised Budgeted Amount column values from the Revenue Budget and Cost Budget tabs of the Projects (PM301000) form.

Acumatica Projects (PM301000) Revenue Budget tab with the Revised Budgeted Amount column highlighted
Acumatica Projects (PM301000) Cost Budget tab with the Revised Budgeted Amount column highlighted

PROJECTREVISEDCOMMITTEDAMOUNT

The function returns the summary of the Committed Amount column values from the Cost Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Cost Budget tab with the Committed Amount column highlighted

By default, the Revised Committed Amount column is hidden from the Cost Budget tab in Acumatica. To make it visible, use the column configuration menu:

Acumatica Projects Cost Budget tab column configuration menu showing how to add the Revised Committed Amount column


PROJECTCHANGEORDERAMOUNT

The function returns the summary of the Budgeted CO Amount column values from the Revenue Budget and Cost Budget tabs of the Projects (PM301000) form.

Acumatica Projects (PM301000) Revenue Budget tab with the Budgeted CO Amount column highlighted
Acumatica Projects (PM301000) Cost Budget tab with the Budgeted CO Amount column highlighted

PROJECTCOMMITTEDAMOUNT

The function returns the summary of the Original Committed Amount column values from the Cost Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Cost Budget tab with the Original Committed Amount column highlighted

By default, the Original Committed Amount column is hidden from the Cost Budget tab in Acumatica. To make it visible, use the column configuration menu:

Acumatica Projects Cost Budget tab column configuration menu showing how to add the Original Committed Amount column

PROJECTCOMMITTEDINVOICEDAMOUNT

The function returns the summary of the Committed Invoiced Amount column values from the Cost Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Cost Budget tab with the Committed Invoiced Amount column highlighted

By default, the Committed Invoiced Amount column is hidden from the Cost Budget tab in Acumatica. To make it visible, use the column configuration menu:

Acumatica Projects Cost Budget tab column configuration menu showing how to add the Committed Invoiced Amount column


PROJECTCOMMITTEDOPENAMOUNT

The function returns the summary of the Committed Open Amount column values from the Cost Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Cost Budget tab with the Committed Open Amount column highlighted

By default, the Committed Open Amount column is hidden from the Cost Budget tab in Acumatica. To make it visible, use the column configuration menu:

Acumatica Projects Cost Budget tab column configuration menu showing how to add the Committed Open Amount column



PROJECTPENDINGINVOICEAMOUNT

The function returns the summary of the Pending Invoice Amount column values from the Revenue Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Revenue Budget tab with the Pending Invoice Amount column highlighted

PROJECTCOSTATCOMPLETION

The function returns the summary of the Cost at Completion column values from the Cost Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Cost Budget tab with the Cost at Completion column highlighted

To enable the Cost at Completion column in the Cost Budget tab in the Projects form, check the Track Production Data box in the Summary tab.

Acumatica Projects Summary tab with the Track Production Data checkbox enabled

PROJECTCOSTTOCOMPLETE

The function returns the summary of the Cost to Complete column values from the Cost Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Cost Budget tab with the Cost to Complete column highlighted

To enable the Cost to Complete column in the Cost Budget tab in the Projects form, check the Track Production Data box in the Summary tab.

Acumatica Projects Summary tab with the Track Production Data checkbox enabled

PROJECTCOMMITTEDCHANGEORDERAMOUNT

The function returns the Commited CO Amount column value from the Cost Budget tab of the Projects (PM301000) form.

Acumatica Projects (PM301000) Cost Budget tab with the Committed CO Amount column highlighted

PROJECTCOMMITTEDCHANGEORDERQUANTITY

The function returns the Commited CO Quantity column value from the Cost Budget tab of the Projects (PM301000) form in Acumatica ERP.

Acumatica Projects (PM301000) Cost Budget tab with the Committed CO Quantity column highlighted