SI.PROJECTESTIMATEAMOUNT

Overview

The SI.PROJECTESTIMATEAMOUNT returns the amount set for one or more estimates configured for a specified project, optionally filtered by Task ID, CostType ID, and/or Item ID.

Syntax

CODE

=SI.PROJECTESTIMATEAMOUNT(
    Connection,
    Project,
    EstimateId,
    TaskId,
    CostTypeId,
    ItemId,
    WorkflowType,
    IncludeChildDimensionBalances,
    EffectiveDate
)

Arguments

The SI.PROJECTESTIMATEAMOUNT function uses the following arguments (please see the article on Filtering Techniques for Velixo Functions for how to include multiple values in an argument):

Argument	Required/Optional	Description
`Connection`	Required	The name of the connection as configured in the Connection Manager
`Project`	Required	The ID of one or more projects containing the estimate wanted
`EstimateID`	Optional	The ID of one or more estimates for which the amount value is wanted. If left empty value, the Primary estimate is used.
`TaskID`	Optional	The ID of one or more tasks to be used to filter the results. If left empty value, estimates for all tasks will be included.
`CostTypeID`	Optional	The ID of one or more Cost Types to be used to filter the results If left empty value, estimates for all Cost Types will be included.
`ItemId`	Optional	The ID of one or more Items to be used to filter the results If left empty value, estimates for all Items will be included.
`WorkflowType`	Optional	The workflow types to be included in the results. Allowed values: `O` (for Original) `R` (for Revision) `F` (for Forecast) `A` (for Approved change) `P` (for Pending change) `T` (for Other) Values can be combined. For example if `"APT"` is used, then values for Approved change, Pending change and Other Workflow types will be returned.
`IncludeChildDimensionBalances`	Optional	`TRUE` or `FALSE` (Default) Determines if (for dimensions that have child dimensions) the balances of child dimensions are included in the calculation of the total balance. This argument only affects balances if: The `Location` argument is defined and/or Other dimensions are specified in the `Dimensions` or `UserDefinedDimensions`arguments. This argument performs similarly to the `Includesubdimensions` checkbox in Sage Intacct's stock reports such as Account Balances:
`EffectiveDate`	Optional	A date or a reference to a date cell. If specified, the latest Estimate ID entries that apply as of this Effective Date for any specified Workflow Type If left empty value: The latest Estimate ID entries for any specified Workflow Type (other than O: Original) will be returned The original estimate of the Primary Estimate ID will be used if the Workflow Type isn't specified.

Examples

Example 1 - filtered by project (job) and a single task

CODE

=SI.PROJECTESTIMATEAMOUNT(
    "Sage",
    "20-005",
    ,
    "G01-040"
)

Description
Returns the amount for the primary estimate for task number G01-040 in project 20-005

Result

(cell references have been used for some arguments in this example)

Example 2 - filtered by estimate, project, and multiple tasks

CODE

=SI.PROJECTESTIMATEAMOUNT(
    "Sage",
    "20-005",
    "100",
    C5#
)

Description
Returns the amount for estimate 100 for all tasks displayed by the function in cell C5 for project 20-005

Result

(cell references have been used for some arguments in this example)

Example 3 - Latest Forecast estimate for a project as of 01/01/2024

CODE

=SI.PROJECTESTIMATEAMOUNT(
    "Sage",
    "20-005",
    ,
    ,
    ,
    ,
    "F",
    ,
    "01/01/2024"
)

Description
Returns the total forecasted (Workflow type = "Forecast") project estimate for project: 22-005 with entries' effective date prior to January 1st, 2024.

[data-colorid=bhngu1rn9c]{color:#183247} html[data-color-mode=dark] [data-colorid=bhngu1rn9c]{color:#b8d2e7}[data-colorid=bu4wv1hm47]{color:#183247} html[data-color-mode=dark] [data-colorid=bu4wv1hm47]{color:#b8d2e7}Overview

Syntax

Arguments

Examples

Example 1 - filtered by project (job) and a single task

Example 2 - filtered by estimate, project, and multiple tasks

Example 3 - Latest Forecast estimate for a project as of 01/01/2024

Overview