SI.PROJECTESTIMATEAMOUNT

Created by Harry Lewis, Modified on Thu, 31 Oct at 10:53 PM by Damien Zwillinger

Applies to:

Velixo NX
Sage Intacct

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.

TABLE OF CONTENTS

Syntax
Parameters
Examples

Syntax

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

Parameters

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

Parameter	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 blank, the Primary estimate is used.
TaskID	Optional	The ID of one or more tasks to be used to filter the results. If left blank, 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 blank, 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 blank, estimates for all Items will be included.
Workflow Type	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.
Include Child Dimension Balances	Optional	True or False (Default) Determines if (for dimensions which have child dimensions) the balances of child dimensions are included in the calculation of the total balance. This parameter only affects balances if: the Location argument is defined and/or other dimensions are specified in the Dimensions or UserDefinedDimensions parameters. This parameter performs similarly to the Include subdimensions checkbox in Sage Intacct's stock reports such as Account Balances:
Effective Date	Optional	A date or a reference to a date cell. If specified, the latest Estimate ID entries that applies as of this Effective Date for any specified Workflow Type If left blank: 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 Workflow Type isn't specified.

Examples

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

=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 parameters in this example)

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

=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 parameters in this example)

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

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.