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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 UserDefinedDimensionsarguments.


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.

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