PROJECTTURNOVERAMOUNT

Overview

The PROJECTTURNOVERAMOUNT function calculates the turnover amount of one or more project(s) and task(s) over a given period.

Syntax

=PROJECTTURNOVERAMOUNT(
    ConnectionName,
    Project,
    Task,
    AccountGroup,
    CostCode,
    InventoryItem,
    FromPeriodOrDate,
    ToPeriodOrDate,
    Branch,
    UseProjectCurrency,
    UseMasterFinancialCalendar
)

Arguments

The PROJECTTURNOVERAMOUNT 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
`FromPeriodOrDate`	Required	Starting financial period in MM-YYYY format OR Specified date (Acumatica 2025R2 or newer)
`ToPeriodOrDate`	Required	Ending financial period in MM-YYYY format OR Specified date (Acumatica 2025R2 or newer)
`Branch`	Optional	The IDs of the Branches to include
`UseProjectCurrency`	Optional	`TRUE`/`FALSE` value indicating if the amount should be returned in the project's currency (default = `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.

Examples

Example 1

=PROJECTTURNOVERAMOUNT(
    "ACE",
    "TMR03",
    "301 JRCONS",
    "LABOR",
    ,
    ,
    "01-2017",
    "12-2017",
    ,
    TRUE
)

Description

Calculates the total cost of Labor for task 301 JRCONS in project TMR03 during the year 2017 and returns the value in the project's defined currency.

Result

500

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/rhNr58BhFyTIgVNR_043dPSkd9g15iN6_w.png — (the total for the Amount field values in the ERP add up to 500)

Example 2

Assuming this data on the Project Transaction Detail page of the ERP:

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/4fqrNJIyP1IjVBt4Bnb9V6GMHSswrmSFMg.png — (the total for the Amount field values add up to 1,920)

=PROJECTTURNOVERAMOUNT(
    "ACE",
    "1002HOTEL",
    "01",
    "LABOR",
    "01-313",
    ,
    "04-2020",
    "04-2020"
)

Description

Calculates the total cost of Labor associated with cost code 01-313 for task 01 in project 1002HOTEL during period 4 of year 2020.

Result

1,920

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/nZt4hpSC5BGFiQ5g7g1VfRBhsjg3zy3ZBw.png — (cell references have been used for the values in this example)