PROJECTBEGINNINGAMOUNT

Overview

The PROJECTBEGINNINGAMOUNT function calculates the beginning amount of one or more project(s) and task(s) as of a specific period.

Syntax

=PROJECTBEGINNINGAMOUNT(
    ConnectionName,
    Project,
    Task,
    AccountGroup,
    CostCode,
    InventoryItem,
    AsOf,
    Branch,
    UseProjectCurrency,
    UseMasterFinancialCalendar
)

Arguments

The PROJECTBEGINNINGAMOUNT function uses the following arguments (see our article on Filtering Velixo functions):

Argument	Required/Optional	Description
`ConnectionName`	Optional	Provide one of the following values: Connection name as defined in Connection Manager. Velixo range expression defining a set of connection names. An array of settings as described in the Multiple connections per formula article. We recommend using the VX.SETTINGS function to construct the array. OR Omit the argument to return results for all compatible connections with default aggregation settings.
`Project`	Required	The Project(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
`AsOf`	Required	The financial period in MM-YYYY format OR Specified date (Acumatica 2025R2 or newer)
`Branch`	Optional	The Branch(es) in include. Requires Acumatica or MYOB Acumatica 2019 or later; in earlier versions, this argument must be left blank.
`UseProjectCurrency`	Optional	`TRUE`/`FALSE` value indicating if the amount should be returned in the project's currency Default value = `FALSE`
`UseMasterFinancialCalendar`	Optional	Use Acumatica's Master Financial Calendar instead of the financial calendar defined within the specific tenant associated with the connection being accessed (this can be useful for consolidation reports). Possible values: `TRUE` `FALSE` Default value: `FALSE` when a financial period is specified in the `AsOf` argument, `TRUE` when a date is specified in the `AsOf` argument.

Example

=PROJECTBEGINNINGAMOUNT(
    "Demo",
    "TMR03",
    ,
    "LABOR",
    ,
    ,
    "12-2018",
    FALSE
)

Description

Calculates the beginning cost of labor for project TMR03 as of the start of December 2018 and returns the value in the default currency.

Result

17040