GetTotalFinancialSummaryForGivenPeriod(work item as ObjectIdentifier, field as String, from as DateTime, to as DateTime)
|Description:||Returns a Currency value indicating the aggregated financial value of a specific financial resource time-phase field, for the specified Non-Labor Resource in a date range between 2 specific dates for a specified project.
Example business questions:
1. Calculate Budget Cost from today until the end of the current year
2. Calculate Forecast Cost from next month until the end of the project
3. Calculate Budget Revenue for next fiscal year
|Supported Context:||Business Rules|
|workitem as ObjectIdentifier(workitem)||Represents a reference to a work item. Normally this will be a project.|
|field as string||The API name of the field in 'quotes' that you want to summarize for the time period.
Note: because the currency fields you will be referencing may not be directly referenceable using the Formula Options helper, you will need to manually input the field’s API name in the formula. The field API name can be seen in the Configure screen
Examples: “PlannedBudget”, “ForecastRevenue”.
Full example below.
|dateTime1||Represents a reference to a “from” date as DateTime(year,month,day,hour,minute,second) e.g. DateTime(Year(Today()),1,1,08,00,00) or field that returns a date value e.g. Start Date|
|dateTime2||Represents a reference to a “to” date as DateTime(year,month,day,hour,minute,second) e.g. DateTime(Year(Today()),12,31,08,00,00) or field that returns a date value e.g. Due Date|
isNew() || isChanged($PlannedBudget)
ProjectGetTotalFinancialSummaryForGivenPeriod ($RelatedLink.WorkItem.Project, 'PlannedBudget', $RelatedLink.WorkItem.Project.StartDate, $RelatedLink.WorkItem.Project.DueDate) * 0.25
|Tips||The API name of the field you want to summarize should be in Quotes and without "$".|