Description

The WRITEBACKPROJECTFORECAST function sends an Amount and/or Quantity to the specified project budget for a specific revision, task, account group, and financial period.

Use of either WRITEBACKPROJECTFORECAST or WRITEBACKPROJECTUPDATEBUDGET requires the prior installation of the Acumatica Customization Project.

Syntax

WRITEBACKPROJECTFORECAST(Connection, Project, Revision, Task, AccountGroup, Period,
CostCode, InventoryItem, Quantity, Amount, RevisedQuantity, RevisedAmount,Description)

The WRITEBACKPROJECTFORECAST function uses the following parameters (see our article on including multiple parameter values):

Parameter

Required/Optional

Description

Connection

Required

The name of the connection as configured in the Connection Manager

Project

Required

The Project for which values are to be adjusted

Revision

Required

The Revision for which values are to be adjusted

Task

Required

The Task for which values are to be adjusted

AccountGroup

Required

The Account Group for which values are to be adjusted

Period

Required

The Period for which values are to be adjusted

CostCode

Optional

The Cost Code(s) to include

InventoryItem

Optional

The Inventory Item(s) to include

Quantity

Optional

The new Quantity to be added to the budget forecast

Amount

Optional

The new Amount to be added to the budget forecast

RevisedQuantity

Optional

The new Revised Quantity to be added to the budget forecast

RevisedAmount

Optional

The new Revised Amount to be added to the budget forecast

Description

Optional

The Description associated with the new quantity/amount to be added to the budget

Example

If we consider this report which contains a parameter section at the top and then utilizes a table structure for containing the data we need for each line we'll be adding or adjusting in Acumatica:

wb_proj02.png

Which is configured like this:

wb_proj02a.png

Cell

Description

Value

B3

Name of the Velixo connection to the Acumatica data

Test

B4

Name of the Project

1002HOTEL

B5

Name of the project Revision to be adjusted

Main

Cell

Description

Value

@Task

The column in the table containing the name of the Task of the data to be added/adjusted

01

@AccountGroup

The column in the table containing the name of the Account Group of the data to be added/adjusted

LABOR

@Inventory ID

The column in the table containing the Inventory ID of the data to be added/adjusted

{intentionally left blank}

@Cost Code

The column in the table containing the Cost Code of the data to be added/adjusted

01-311

@Description

The column in the table containing the Description of the data to be added/adjusted

Sample Forecast

Cell

Description

Value

@Financial Period

The column in the table containing the Financial Period of the data to be added/adjusted

10-2020

@Original Quantity

The column in the table containing the Original Quantity that is to be added/adjusted in the Acumatica project

18

@Original Amount

The column in the table containing the Original Amount that is to be added/adjusted in the Acumatica project

4500

@Revised Quantity

The column in the table containing the Revised Quantity that is to be added/adjusted in the Acumatica project

20

@Revised Amount

The column in the table containing the Revised Amount that is to be added/adjusted in the Acumatica project

5000

=WRITEBACKPROJECTFORECAST($B$3, $B$4, $B$5, [@Task], [@[Account Group]]
[@[Financial Period]], [@[Cost Code]], [@[Inventory ID]],[@[Original Quantity]],
[@[Original Amount]], [@[Revised Quantity]],[@[Revised Amount]], [@Description])

The function uses both cell references and Excel's @[...] format to reference cells on the same line of the table -

Description

Once we select Import Current Worksheet from the Project Forecast Writeback button:

wb_proj03.png

The WRITEBACKPROJECTFORECAST function searches for a line item in Acumatica's Project Budget Forecast that matches the specified parameters:

  • Project: 1002HOTEL

  • Revision: Main

  • Task: 01

  • Account Group: LABOR

  • Period: 10-2020

  • Cost Code: 01-311

  • Inventory Item ID: {none}

If it finds a match, that line in the Project Budget Forecast with be updated with the specified Original Quantity, Original Amount, Revised Quantity, and Revised Amount.

If no match is found, a new line item will be created using all of the specified values.

Result

wb_proj04.png

Applies to

PM Module

Did this answer your question?