SI.EXPANDPROJECTESTIMATERANGE

Applies to:

• Velixo NX
• Sage Intacct

The SI.EXPANDPROJECTESTIMATERANGE function returns an array containing one or more Sage Intacct Project Estimate IDs (based on the specified projects and range).

TABLE OF CONTENTS

• Syntax
• Parameters
• Examples
  • Example 1 - all Estimate IDs for a specific project
  • Example 2 - all Estimate IDs for projects starting with the same name
  • Example 3 - all Estimate IDs for multiple projects
  • Example 4 - all Estimate IDs with a specific status
  • Example 5 - exclude Draft estimates from the results
  • Example 6 - include only the Primary estimate for a project
• Troubleshooting

Syntax

SI.EXPANDPROJECTESTIMATERANGE(ConnectionName, ProjectRange, EstimateIdRange, Status, IsPrimary, EstimateType)

Parameters

The SI. EXPANDPROJECTESTIMATE RANGE function uses the following parameters (See Filtering Velixo Functions for how to include multiple values in a parameter):

Parameter	Required/ Optional	Description
ConnectionName	Required	The name of the connection as configured in the Connection Manager
ProjectRange	Optional	A range filter specifying the Project IDs to be used to determine the Estimate IDs to be displayed.
EstimateIdRange	Optional	A range filter specifying the IDs of the Estimates to be displayed.
Status	Optional	An indicator of which status(es) of project to include in the results. "A" - active "I" - inactive "F" - finalized A combination may be used. The default is "AIF" to include all projects.
IsPrimary	Optional	True or False (default) Setting this parameter to True allows us to filter the Primary estimate when reporting on estimate forecasts (there can only be one primary estimate, and only the primary estimate includes original and change requests)
EstimateType	Optional	Valid options (as defined in Sage Intacct): Setting this parameter allows us to only include or filter out non-forecast estimates when reporting an estimate amount over time.

Examples

For examples 1 through 3, we are assuming the following configuration within Sage Intacct:

Example 1 - all Estimate IDs for a specific project

=SI.EXPANDPROJECTETIMATERANGE("Sage","20-001")

Description

Returns all Estimate IDs used in the 20-001 project.

Results

(the ProjectRange parameter has been represented by a cell reference)

Example 2 - all Estimate IDs for projects starting with the same name

=SI.EXPANDPROJECTESTIMATERANGE("Sage","HAWK???")

Description

Returns all Estimate IDs for projects whose ID begins with HAWK

Results

Example 3 - all Estimate IDs for multiple projects

=SI.EXPANDPROJECTESTIMATERANGE("Sage","20-001;20-004")

Description

Returns all Estimate IDs used in the two specified projects.

Results

Example 4 - all Estimate IDs with a specific status

Assuming the following configuration within Sage Intacct:

=SI.EXPANDPROJECTESTIMATERANGE("Sage",,"FI")

Description

Returns all Estimate IDs with a status of either Finalized or Inactive

Results

For examples 5 and 6, we are assuming the following estimates for Project Test-01:

Example 5 - exclude Draft estimates from the results

=SI.EXPANDPROJECTESTIMATERANGE(Connection,"Test-01",,,,"*;-draft")

Description

Returns the non-draft Estimate IDs for project Test-01.

Results

(the ProjectRange parameter has been represented by a cell reference)

Example 6 - include only the Primary estimate for a project

=SI.EXPANDPROJECTESTIMATERANGE(Connection,"Test-01",,,TRUE)

Description

Returns the primary Estimate ID for project Test-01.

Results

(the ProjectRange parameter has been represented by a cell reference)

Troubleshooting

When using the EstimateType parameter, if either:

1. the filter specified in the parameter eliminates all possible records OR
2. there is an invalid type specified in the parameter

the ExpandProjectEstimateRange function will return #VALUE!

(all possible records eliminated)

(filter includes an invalid type)

along with the message:

No 'Estimate type' matches requested value or range